Integrations
Whether you're targeting new clients, navigating compliance, or safeguarding your business from risk, we ensure your team can act fast and smart without ever leaving your CRM
Get immediate access to powerful financial data, instant risk alerts, and advanced due diligence tools, all without the need for significant developer work.
Enable seamless access to real-time business intelligence directly within Hubspot, for more empowered sales and compliance teams
Gain instant access to live business data within Salesforce, to help sales identify high-value prospects, reduce risk, and accelerate deal flow
Grow your business by targeting the right prospects and mitigating risk, with on-demand financial and company insights instantly accessible where you need it most
Bring live company data and authentic risk intelligence into the sales process, helping your teams qualify leads faster, remove manual tasks, and easily stay compliant
ntegration with Pipedrive equips your sales team with real-time company intelligence, enabling smarter prospecting, better qualification, and faster conversions—all within your existing workflow.
Our multi bureau solutions offers the most thorough data on the market
Access readily updated company credit scores, financial health indicators, and risk ratings directly from your CRM. Prioritise leads that are financially stable and ready to do business.
Proactively manage credit risk and protect your business from potential bad debt, without the need for multiple systems or software.
Speed up onboarding with instant background checks, AML (Anti-Money Laundering) screening, and compliance verification, without ever leaving your CRM.
Red Flag Alert works effortlessly with Salesforce, Pipedrive, Zoho , HubSpot, Microsoft Dynamics, and more. No disruptions, quite simply a smoother and smarter workflow.
Instantly available financial intelligence straight into your CRM, is just a click away
Get StartedIf your question isn't covered here, please get in touch with one of our data experts
Red Flag Alert connects directly with your CRM, pulling in real-time financial intelligence to enrich your customer records, trigger alerts, and inform smarter decisions across teams.
We integrate with major platforms like Salesforce, Pipedrive, Zoho, HubSpot, Zoho and Microsoft Dynamics. Have a different system? We also offer custom API for our customers.
Your Sales team can focus on the right prospects, reduce time wasted on risky leads, and close deals faster thanks to integrated financial data and risk insights.
Not at all. Our plug-and-play setup makes integration simple. Plus, our dedicated support team is here to assist with onboarding, training, and ongoing help.
Provide the tools they need to have better organisation and easier risk management, through live financial data
Automate your Credit Risk and Compliance workflows to streamline your customer onboarding journey
Give customers the onboarding experience they deserve by offering a frictionless process
For our quickest response simply call us on 0330 460 9877 and speak to an expert now!