Credit Check & B2B Leads
Live credit checks and B2B lead-finding built into the CRM, drawing on Red Flag Alert's business data.
Selected work
CRM builds running in production.
A selection of apps, integrations and data projects we've shipped for clients across the UK.
Case study — West Midlands Combined Authority
Dynamics 365 app & 160k-record integration
We deployed the Red Flag Alert app into WMCA's Microsoft Dynamics 365 environment and integrated around 160,000 company records, each enriched with live Red Flag Alert business data — giving their teams credit, risk and financial insight directly inside their CRM.
Dynamics 365
App deployment
Data integration
Enrichment
0
Company records enriched
Dynamics 365
CRM platform
Case study — Red Flag Alert
A multi-CRM app suite.
We design, build and maintain Red Flag Alert's CRM apps and their user-guide portal — a suite of apps spanning five platforms and three product families.
Digital IDV & AML
Digital identity verification and anti-money-laundering checks, integrated into the sales workflow.
Portfolio Manager
Ongoing monitoring of a portfolio of companies, with alerts surfaced where the team works.
HubSpotSalesforceDynamics 365ZohoPipedrive