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Credit Profiling

The world’s first CRM software with integrated company credit check

You no longer need to go through the entire sales process before credit checking potential customers. Credit Manager is the innovative new facility that enables users to see a financial snapshot of a prospect in real-time using an easy to read and understand format – ideal for non financial people.

See the company registration number and date established, a credit score (0 to 100) and a colour coding for instant identification (i.e. green for a good credit score). Credit Manager also flags up any County Court Judgements (CCJs).

Credit Manager is powered by one of Europe’s leading Credit Reference Agencies which links to Salestracker and updates records every day*.

*Available as an optional extra for Salestracker subscribers to UK window, door, conservatory and IGU databases.

Members of the DMA Members of the GGF Members of the ICO IOD - Director of the year nomination IOD - Corporate Responsibility Award