Monitor changes in any company indicators with daily notifications.

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The client is unlikely to tell us about their problems, right? But in the app, if someone files a lawsuit against this client or bankruptcy proceedings begin, we will know about it immediately. And we will be able to adjust our plans for them. For example, renew the contract for a prepayment scheme.

One-click solutions: how presets and robots make working with contractors easier
— In the entrepreneur’s mind, checking counterparties and collecting all these hundreds of indicators from a million sources is too complicated and expensive.

— Manual verification does indeed take a lot of time. At the same time, we russia phone number data understand that small businesses often do not have lawyers or security services on staff who could deal with these issues. That is why the Business Scanner automates the data collection process, and the application itself is very easy to set up and use.

For example, we have developed presets in collaboration with experienced lawyers. These are ready-made blocks in the company card in CRM with the most important indicators (fields) for verification and monitoring. There are four main blocks: General reliability, Bankruptcy, Tax risks and Arbitration, Enforcement proceedings. We switch the toggle switch, and the required cluster appears in the company card. If some fields are missing inside the block, they can be added.

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The company card now has the ability to download reports and indicators to check the counterparty. The indicators are grouped in blocks by meaning.

After installing the Business Scanner application, robots appear in Transactions in the CRM. With their help, you can automate the verification process. For example, at certain stages of the transaction (let's say, this is a check by a lawyer or the conclusion of an agreement), an extract from the Unified State Register of Legal Entities can be automatically downloaded, the data on the counterparty necessary for verification can be downloaded to the business process task, or even a report with a set of indicators necessary at this stage can be generated.

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Activities and robots in business processes.

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