Instantly view credit data in Salesforce or Zoho CRM
Make better decisions by pulling Instant Credit Reports from Experian®, Trans Union®, or Equifax®
* Requires Zoho Admin
Easily collect, compare and analyze loan data all inside your SalesForce or Zoho account
Since data is so important, we want to help you keep it simple.
3 Credit Bureaus
Access to the three credit bureaus gives you all the information you need to manage the risks associated with extending credit and preventing fraud.
Our loan comparison calculator allows you to produce a custom branded loan comparison analysis. Send analysis directly to your customers from within your CRM.
Our loan calculator allows you to select existing tradelines from the Credit Report or manually entered loan data for the comparison analysis.
Automate credit decisions and inform strategic decision-making.
With CRS pre-developed apps, we allow you to create and update Consumer Credit records at the touch of a button. Minimize the need for manual data entry, saving you time and money.
What can I do with Credit Data direct for SalesForce or Zoho CRM?
All Credit Scores
FICO™ and Vantage™ Credit Scores.
Full Credit Reports
Pull real-time credit reports from all major credit bureaus.
Compare the monthly and total cost of multiple loan offerings.
Loan Comparison Analysis
Send a custom branded loan comparison analysis directly to your customer from within your CRM.
Credit Data for ZoHo & SalesForce CRMs
Integrate Credit Data from all three Credit Bureaus directly into your CRM.
Integrated real-time credit data
Free your business of manual data entry and inefficient customer data management. Instead, transform your entire business with real-time credit data integrated with your CRM.