CoCredo’s CRM integration enables businesses to embed automated credit reporting, credit monitoring and risk intelligence directly into their existing CRM and internal systems.
Instead of manually running company credit checks, your teams can access live credit data within the platforms they already use.
Our credit data integration connects your CRM with CoCredo’s business intelligence platform via a secure API, enabling automated credit reports, company risk insights, and monitoring alerts to be delivered in real time.
Designed for finance teams, credit controllers and sales professionals, CRM integration helps streamline workflows, reduce manual processing and ensure credit decisions are made using up-to-date business intelligence.
API automation enables businesses to access global credit data quickly and securely, helping finance teams, credit controllers and decision-makers integrate real-time company intelligence directly into their internal systems and workflows.
CoCredo’s automated credit reporting integration allows businesses to connect company credit data directly into their CRM and accounting systems, removing manual report generation and reducing data entry. Using secure API technology, your teams can access real-time company credit reports, financial information and risk insights directly within your existing workflows.
Our IT specialists support the integration process, helping map required data fields and automate the transfer of verified company information into your CRM or internal systems. Once a company is identified by registration number or name, selected credit data is automatically delivered, enabling faster onboarding, improved credit decisions and more efficient business operations.
CoCredo’s API provides businesses worldwide with seamless access to company information, credit scores, credit limits, and compliance checks, including AML, PEP, and sanctions screening—all through a single integration. This automation streamlines client onboarding, ongoing monitoring, and risk management across your organisation.
By embedding our market-leading credit data into your CRM or internal systems, you can effortlessly evaluate new customers, make informed commercial decisions, manage diverse portfolios, and improve operational efficiency.
Automating company credit checks through CRM integration helps businesses streamline operations, reduce risk exposure and make faster, more informed credit decisions. By embedding credit intelligence into your existing workflows, your teams gain instant access to the data they need without switching platforms.
Speak to CoCredo today to explore how our CRM integration and automated credit reporting solutions can be configured to match your business processes and improve operational efficiency across your organisation.
For a complimentary trial of our company credit report, kindly contact our customer service team or call us at 01494 790600.
Over 20 years’ experience in business credit reporting. An award-winning team with a single point of contact that knows your company and helps with your credit report needs.
Our clients feel valued and that we are a part of their customer journey, reflected in our over 90% customer retention rate.
Transparent pricing with no automatic contract renewals. We will call you on your contract anniversary to chat through your options.
We are very competitively priced, with no hidden costs. All prices quoted are valid for 30 days.
Value-added solutions and software integrations with the latest software & CRM systems.