CRM Crédito
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Centralised credit management

Your credit CRM. Everything in one place.

Clients, cases, documents and tasks in one CRM, helping you manage each credit enquiry with greater organisation.

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CRM Crédito at the centre, connected to documents, spreadsheets, files, communication, calendar, tasks and artificial intelligence

What does everything in one place mean?

CRM Crédito brings clients, cases, documents, tasks, simulations, AI summary tables and reports together in one platform for credit intermediaries in Portugal.

The pieces of your work, in the same context

A platform designed for the daily work of teams handling credit enquiries, from the first opportunity to tracking results.

Clients and credit cases

Follow opportunities and cases by stage. Check the status of each enquiry and keep your team aligned on work in progress.

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Client documents

Receive and organise documents in the CRM, track received and missing files, and forward documents to banks from the same place.

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Calendar and tasks

Bring appointments, tasks and pending items together in the virtual office. See what needs attention today and keep each opportunity moving.

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Communication and forms

Reuse email templates for frequent requests and contacts. Receive new enquiries through forms embedded in your website and organise them in the CRM.

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Simulations and AI summaries

Prepare simulations and present loan proposal terms in AI summary tables. Use an organised starting point when explaining options to a client.

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Reports and commissions

Track production, conversion and case progress. Consult account statements and commissions to connect your team's work with its results.

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These are just some of the features. CRM Crédito offers much more for your team.

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A credit enquiry, from first contact to the next step

Imagine a new client requesting a simulation. Your team can follow the same journey without rebuilding the context at every contact.

  1. Receive the enquiry

    A contact arrives through a form or is entered by the team. The opportunity has a place in the sales follow-up.

  2. Organise the documents

    Received and missing documents form part of the client follow-up, helping the team identify what to request next.

  3. Prepare the presentation

    The team uses simulations and summary tables to bring proposal terms together and prepare the conversation with the client.

  4. Keep the process moving

    Tasks and the calendar help plan the next contact. The process board and reports help track the progress of the work.

Questions about an all-in-one credit CRM

What is an all-in-one credit CRM?

It is a platform that brings several credit intermediation management tasks together. In CRM Crédito, these include clients, cases, documents, simulations, AI summary tables, tasks, email templates, forms, reports and commissions.

How does it help reduce separate spreadsheets and folders?

The process board tracks enquiries by stage, documents are organised in the CRM and reports bring management indicators together. Your team can consult this work in the same environment, reducing the need for parallel lists for routine follow-up.

What does the image with several tools represent?

The image illustrates tasks many teams distribute across different tools: documents, files, communication, calendar and tasks. CRM Crédito aims to centralise activity tracking and connect those needs to the context of the client and credit case.

How is artificial intelligence used in CRM Crédito?

AI summary tables help organise credit proposal terms in a comparative presentation. They support analysis and explanations to clients; evaluating proposals and validating data still require professional attention.

Does the team have to give up every other tool?

The aim is to reduce fragmentation in daily work. Each team can keep the specialist tools it needs and use CRM Crédito as the central place for following clients, cases, documents and tasks.

Can I see the CRM applied to the way I work?

Yes. You can schedule a demonstration to explore the features, explain your team's workflow and see how to organise enquiries, documents and tasks in CRM Crédito.

See your working day in one place

Bring the journey of a credit enquiry. We will show you how to follow each stage with CRM Crédito.

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