QLab.CreditView

Credit Control Made Simple

Talk To Us About QLab

Sales teams often engage with prospects without knowing their credit risk. Finance may hold data that never reaches CRM, leading to wasted time, increased exposure, and stalled deals at the final hurdle.

How CreditView Helps

QLab.CreditView integrates live credit insight into Dynamics 365, enabling your teams to assess creditworthiness without leaving the CRM. It helps prioritise viable opportunities, align sales with finance policies, and reduce the risk of bad debt.

Key Features

  • Real-time credit status inside CRM
  • Auto-import of company director data
  • Periodic credit refresh and monitoring
  • Embedded in account records

Explore the QLab module suite

Strategic Impact

Avoid wasted effort on high-risk clients, accelerate decision-making, and improve revenue protection through credit visibility. Built by QGate’s internal innovation team in response to real client challenges

See how credit visibility in CRM can reduce risk and accelerate qualification

Book a live walkthrough of QLab.CreditView