Compatibility
Desktop, Webclient, Cloud
Category
Business Administration, Sales
Developer
Lime Technologies
Languages
Credit Info
Make sure you get a fair picture right from the start when you initiate new customer relationships. A credit check can be an important part of building the overall picture of a potential partner. Use our connection to Creditsafe to make it a whole lot easier to say yay or nay!
Credit Template
Sync Lime CRM with your Credit Template from Creditsafe! In the Credit Template, you set your own framework for what is an “approved” or “non-approved” rating. Approved ratings appear in Lime CRM as thumbs up, failed as thumbs down.
For Desktop
- Credit checks are displayed in the Action pad.
- The points “fade away” over time and disappear normally after 365 days if not updated prior.
For Webclient
- Obtain a credit rating with a simple click and save it to the company card with a date label attached.
- Possibility to display and filter by rating in the table view.
