CRM Integration

Fully integrates with your preferred CRM

Integrate your CRM with our credit reporting solutions. Our ZOHO and Salesforce integrations allow you to order credit reports in a single click.

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Access to all bureaus

Trusted Data from All Major Credit Bureaus

Seamlessly interface with the three major credit bureaus—Equifax®, Experian®, and TransUnion®, and ensure data quality that you and your clients can trust implicitly, no matter your industry.

Chrome extension

Access with one click

Credit Burst is a way to pull credit data easily from anywhere within your Chrome browser with the option to integrate with your API-capable CRM of choice. You can manually input credit information on the fly or import data fields from your CRM with the click of a button.

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Format and Score models

Customization Options

Chrome extension can integrate with any B2B report type offered by CRS with an option to generate PDF, JSON, and HTML responses. After the integration is set up, you can adjust configurations on a variety of products and score models.

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Past Orders

Keeping track of history

You can retrieve previously ordered credit reports, allowing easy access to past reports directly within Chrome. You can also view logs of all previous transactions, keeping track of report history and monitoring activity.

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ZOHO INTEGRATION

Data Synchronization

Our prebuilt integration with Zoho synchronizes merged credit data seamlessly. For greater flexibility, our easily customizable Zoho Deluge functions leverage direct bureau connections, ensuring you have the most accurate and up-to-date information available in your CRM.

Consultation

Meet with our implementation team for a walkthrough of the integration process.

Installation

Receive a personalized installation link to set up the integration.

Activation

After installation, our team will activate your extension to get you started.

Timeframe

The activation process takes 3 days or less following the completion of the vetting process, thanks to our ease of use and in-house compliance that streamline onboarding and make it significantly faster.

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Streamline loan analysis

Revolutionize customer engagement with personalized, branded loan analyses provided by our in-built loan comparison tool, and share the data with your customers directly from within your CRM platform.

Versatile loan calculations

Our loan calculator allows you to choose from existing trade lines in your credit reports or manually input loan data, providing you the flexibility and ease to analyze a multitude of loan scenarios.

Build apps for everything

Tailor how you generate and update consumer credit records with our suite of bespoke apps. By significantly reducing reliance on manual data entry, you minimize the risk of errors, leading to substantial time and cost savings.

Case Study

ZOHO Integration without Development Resources

Challenge

Reliant Capital seeks to integrate prequalification reports from multiple credit bureaus into their ZOHO CRM but faces challenges related to development resources. This can result in manual data entry, inefficient workflows, and delays in processing credit information.

Solution

CRS offers a seamless integration that connects ZOHO CRM with prequalification reports from all bureaus. This automates data flow, reduces manual entry, and enhances efficiency, enabling Reliant Capital to make informed lending decisions without extensive development resources.

#CRM-Integration #ZOHO

Reliant Capital offers financing solutions that provide equipment vendors, manufacturers, dealers and small businesses the power to fuel growth.

Reliant Capital

“At Reliant Capital, pulling credit reports is a core aspect of our business, and for years, we relied on third-party systems with manual data entry to gather the information we needed. As a company dedicated to delivering exceptional customer service, we’re always striving to improve efficiency and enhance our client experience.

That’s where CRS stepped in. Their solution to seamlessly integrate all major credit bureaus directly into our Zoho CRM was exactly what we needed. Their team worked closely with us to implement a custom API connection that has dramatically reduced manual input and optimized our entire workflow. We can now process credit information faster and make more informed lending decisions, all while maintaining the high level of service our customers expect.”

Shaun Boyer, Director of Marketing