Reassurance that prospects don’t have any insolvency issues

When you add a Company record to RealtimeCRM you have the option to link it to Companies House*.

This provides your team with a wealth of information as well as giving you access to their Company House record – where you can access filed documents and current company status – with a single click.

In addition, RealtimeCRM will display a warning if there is a problem with the Company. It will flag if there are any issues with insolvency or the company is going into liquidation.

This is vital information to know, especially if you are following up a lead with them or there is an ongoing project.

Note: Only Companies with registered offices in England and Wales can currently benefit from this feature.