Creditsafe Business Report for Zoho CRM

Better understand the companies and individuals you do business with

Built for: CRM Developed by: CRMpartners SRL
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Creditsafe and CRMpartners have developed a single app for Zoho CRM that helps you handle the credit scoring, qualification, and reliability of lead companies, with real-time financial, risk, and firmographic data from the Italian Chamber of Commerce.

Key Features:

  • Lead generation: If you want to search for a new company that's not part of your CRM, and you want to have all the information you need before entering into a negotiation, this is the best solution. Analyze new markets, generate new leads, and study your prospects with this integration.
  • Company qualification: If you already have information about a company but need to enrich it with timely and up-to-date data while assessing its credit score, this is the solution for you. Enrich your CRM, enhance your business, and avoid customers, prospects, and suppliers with negatives or credit limits.
  • Insight monitoring: Within the app, you'll have the ability to monitor changes in companies and prospects included in your Zoho CRM. You'll have several Creditsafe monitoring portfolios available, from which you can view all change events within a dedicated module in Zoho CRM.
  • Lead scoring: This is the most important feature of the Creditsafe app. Thanks to this feature, you'll be able to do lead and prospect scoring directly from Zoho CRM, in a dedicated widget in the contact's master data, where you can see the credit limit available to you.

Tags

Deployment type Zoho platform
Published date Jul 19, 2023
Latest Released date Jul 22, 2023
Category Sales
Pricing Free
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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