Risk Analysis
A lot of Sage CRM and Sage 200 CRM users tell us the same thing: credit checks slow everything down.
Jumping between systems, outdated PDFs, or waiting for someone in finance to run a report.
So we’ve been working with several Sage UK Business Partners to make this smoother, and there’s now a clean, embedded Creditsafe experience available directly inside Sage CRM.
Live credit scores, limits, risk indicators and company insights appear automatically when you open a record, so teams can make decisions with confidence and without leaving CRM.
- Faster onboarding — instant visibility of risk so decisions don’t get stuck waiting for manual checks.
- Tighter credit control — credit limits enforced at the point of quote/order, not after the fact.
- Reduced bad debt — sales teams get clear guidance before committing to new business.
- More confident account management — frontline staff finally have the financial context they need, without leaving CRM.
- A single view of customer risk — no more exporting reports or chasing finance for answers.
Over 430 million global company records are acessible within the Creditsafe API.
Companies worldwide rely on Creditsafe to access global company information, consumer credit data, ID verification, anti-money laundering (AML), PEP and Sanction checks all through a single API to automate and improve their client onboarding and monitoring process.
Get in Touch
11-13 Elgar Business Centre, Moseley Rd, Hallow, Worcester, WR2 6NJ, United Kingdom
0330 205 0250
info@spirebms.co.uk
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