A seamless trade credit application process
Credit Intell gives you (and your customers) an efficient, paperless onboarding process. Receive trade credit account applications online, seamlessly. Fully branded and customisable.
Trusted by leading credit teams
Do you provide trade goods or services, on credit or cash accounts?
Our online trade credit account application is customisable to your unique information requirements, branding requirements and delivery method.
Before Credit Intell
After Credit Intell
Provide access to your application when and where your customers need it
Flexible hosting options:
On your website
Available to sales in your CRM
Email link
At a trade counter
On an iPad at a tradeshow
Client testimonials
Our clients say we go above and beyond – hear what they have to say.
Carla Eldridge
National Credit Manager, Paramount Liquor Group
Jane Turner
Accounts Receivable, ABC Building Products
Natalie Webber
National Credit Manager, Volvo
A digital trade application is a form completed by an applicant online, eliminating the need for paper, pdfs or emails. It enables businesses to control the customer approval and onboarding process, for a fast and efficient process.
Typically, customers need their company number, contact information, references and identification. If we can get the information from elsewhere, we won't ask the applicant to supply it. However. you can customise the questions asked to ensure you get the information you need.
Your application can be fully branded, with your logo and colour palette. The questions and their order can also be customised
There are multiple options to provide the application to your customers, including via a link on your website, a link in sales emails, or you can create an application link specific to that customer and automatiically send an application invitation to them.
Full Features List
Ready to get started?
Book a tailored demo with our team to learn how Credit Intell can help your business onboard new customers, faster.