Skip to content

Creditsafe CRM Integration

Are you looking to a cost-effective Creditsafe CRM integration solution to automatically update credit, financial and contact information directly into your CRM system from Creditsafe? Or are you looking to reduce the risk of acquiring bad debt and increase the accuracy of business data?

Codeless Platforms’ integration solution for Creditsafe data synchronisation with your existing CRM system provides you with the ability to automatically update company and contact details and credit information into your CRM system.

Download Brochure

Creditsafe CRM Integration Scenarios and Benefits

Common Creditsafe Integration scenarios with CRM applicataions that our customers look to implement include:

  • Creditsafe integration with CRM systems, e.g. Salesforce, Sage CRM, Infor CRM, Microsoft Dynamics CRM, Sugar CRM, Agile CRM etc.
  • Automate the verification of business addresses
  • Automate the verification of decision makers and contact details
  • Automatically update customer and prospect data
  • Automate the creation and distribution of reports
  • Automatic updating of existing customer credit limits in line with company changes, e.g. company profit growth or loss
  • Automated synchronisation of changes to customer, trading partner and stakeholder information to key decision makers and Account Managers

Common benefits achieved through Creditsafe integration with your existing CRM software include:

  • Reduction in exposure to credit risk
  • Removal of repetitive administration tasks and cost surrounding credit referencing and data validation
  • Up-to-date and current customer and sales prospect data
  • 100% accurate and enforced business rules and procedures
  • Increased employee and company productivity
  • Improved accuracy of business data
  • Streamlined and informed decision-making process
Download Brochure
Creditsafe CRM Integration Brochure

Creditsafe CRM Integration Brochure

Reduce your organisation’s exposure to credit risk and eradicate repetitive admin by utilising our Creditsafe CRM integration solution.

Subscription Pricing

Creditsafe CRM Integration

Software from

BPA Platform

Starts from


Per month
Billed annually

ROI Calculator

Use our simple ROI calculator to discover how much you could save each year through automation.

- Hours
Hours saved per year
Financial savings per year

Got a question?

Send us your questions and we will provide you with the information and resources that you need.

Ready to Talk?

You don’t learn everything in life by reading a manual, sometimes it helps to get in touch

Phone: +44 (0) 330 99 88 700

Want more information?

Fill in your details below and one of our account managers will contact you shortly.

    Your Name
    Your Email
    When would you like a call back?
    Area of interest

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.