Credit Profiling | Insight Data

Over 50,000

Construction and Glazing data listings

88,000

Verified key-decision maker emails

94%

Deliverability rate on all email sends

20,000

Market research calls made per month

The World’s First CRM Software with Integrated Company Credit Check

When it comes to running your business, knowing your prospects and customers’ financial health is crucial. Credit Manager is the world’s first CRM software with integrated company credit checks and is available exclusively for Salestracker customers.

With Credit Manager, you no longer need to go through the entire sales process before credit checking potential customers. Instead, you can view a real time financial snapshot of a prospect in an easy to read and understandable format – streamlining your sales process and ensuring you connect with financially sound businesses.

Credit Insights to Inform Finance, Sales and Marketing Teams

Powered by one of Europe’s leading credit reference agencies, Credit Manager effortlessly links to Salestracker, keeping all records up to date every single day*. It’s perfect for finance directors and those working within sales or marketing teams.

In just a few clicks, you can browse a company’s registration number, date of registration and credit score. All businesses are marked between zero to 100 and each score is colour coded so the results can be instantly recognised. For instance, a good credit score is green while a poor score is red, showing you must approach with caution.

* Available as an optional extra for Salestracker subscribers

Get in touch

Building Partnerships with Financially Stable Businesses

County Court Judgements (CCJs) are a critical indicator of a business’s financial health which is why Credit Manager will flag any CCJs that have been raised for companies within the UK. With this information you can make informed decisions about your existing customers and potential prospects.

By identifying CCJs, Credit Manager protects your business from bad investments and instead, allows you to build relationships with financially stable and reliable partners.

Speak to the team

Frequently Asked Questions

If you're looking for more information about Credit Manager, check out some of our frequently asked questions and find the answers you're looking for.

What is Credit Manager and how does it benefit me?

How is Credit Manager different from traditional credit checking processes?

Where does the credit information come from?

Is there a cost associated with using Credit Manager?

Who should I contact if I have questions about the credit information or encounter any issues with Credit Manager?

Trusted by Europe’s Leading Building Product Suppliers

Insight Data have helped us to grow our business significantly and shown us the best way to use our time and resources to make sure we’re targeting the right audience to get the results

Origin – Victoria Brocklesby – COO

Manual worker assembling PVC doors and windows

For over 10 years, we’ve relied on Insight Data. It’s the only genuinely dedicated database for our sector. We’ve tried other options, but Insight Data is the best. There’s nothing else that gives you the depth of information – sectors, products, contact information, credit rating – it’s got everything we need

Epwin – Gerald Allen – Head of Marketing

Insight Data’s platform is easy to navigate, offers the most comprehensive information, provides excellent support, and has helped us increase our customer base by 50%.

TuffX. Andy Hayes – Sales Manager

Team collaboration in a modern office, with a diverse group of colleagues discussing a project around a laptop.

Insight Data were extremely professional and helpful along every step of the process. The results we received were better than anything we could have expected with numerous new customers coming on board.

Texecom

We needed a CRM package that was geared to our industry and was easy to use. There are a lot of companies out there but Insight Data’s Salestracker seemed to offer everything we needed.

Dekko Window Systems Limited

We were hugely impressed with Insight’s professionalism and comprehensive industry knowledge. Whether it was their telesales team, copywriters or graphic designers, we were safe in the knowledge that they understood what we do, who we want to target and what our products can offer them. We are delighted with what has been achieved so far and we look forward to working further with Insight Data moving forward.

Mark Wood, Managing Director of The Milwood Group

Do you have questions?

If you’d like to find out more information about our comprehensive databases and impressive software solutions, don’t hesitate to get in touch today. Our data specialists and expert research team are always on hand and happy to help you create the best sales and marketing strategies to boost leads and grow your business.

01934 808 293

hello@insightdata.co.uk