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Credit management module


Equiniti ICS's credit management module, based on Microsoft Dynamics CRM, is designed to address the increasing requirement for collecting outstanding debts - a process that is critical to maintaining strong customer relationships

The solution is highly flexible and can be incorporated into any accounting software including Perito Accounts and Microsoft Dynamics NAV, thanks to its web services-based architecture.

Key benefits

  • Instant access to customer information
  • Ability to record and progress complaints and queries
  • Workflow engine to control and escalate activities
  • Facility to monitor promised payments
  • Capability to design business processes to check, approve and action credits
  • Recording of detailed history - essential in the case of court action

To find out more, contact laura.templeton@equiniti-ics.com or phone +44 (0) 28 9045 4166.