Compatibility
Desktop, Webclient, Cloud
Category
Business Administration, Sales
Developer
Lime Technologies
Languages
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.
Connect Internationally
For global company data, we support Connect from Creditsafe. Connect works for you in Sweden, Norway, Finland or Denmark and helps you research companies in other countries.
Popular features
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Struktur
Filter sets
Spar tid ved å slippe å utføre det samme søket gjentatte ganger ved å bruke filtersett. Du kan filtrere dataene dine raskt og lagre filtersettet for enkel tilgang neste gang du trenger det.
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Struktur
Import & export
Kom i gang på få minutter ved å importere dataene du trenger. Hvis du trenger det, kan du enkelt eksportere data i ulike formater direkte fra tabellvisningen.
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Struktur
Variants
Tilpass CRM-kortene dine slik at de bare viser relevant informasjon for hver post, med plass til ulike varianter av støttesaker eller avtaler, og sørg for at hvert kort viser nøyaktig hva som er nødvendig og ikke noe mer.