01
Process pipeline
Each client should have stage, owner, documents, tasks and history in one place.
4,9/5 600+ Credit Professionals
Best Credit CRM for Intermediaries in Portugal
Choose a platform created for credit intermediation: leads, processes, simulations, documentation, GDPR and commissions always organised.
Short answer
CRM Crédito brings leads, simulations, documentation, digital GDPR, processes and commissions into one system for intermediaries in Portugal.
- 600+
- Active intermediaries
- 24/7
- Support available
- 100%
- Cloud native
- AI
- Integrated assistant
Selection criteria
What should the best Credit CRM include?
The choice should be based on operational criteria. An intermediary needs speed, organisation, documentary evidence and clear follow-up for each client.
02
Fast simulations
The CRM should help prepare credit scenarios and client responses without relying on manual files.
03
Centralised documentation
Requests, uploads, validation and bank submission should stay organised by process.
04
Digital GDPR
Client authorisation and data processing should be simple, traceable and connected to the process.
05
AI for real work
Artificial intelligence should support summary tables, organisation and preliminary analysis, not just be a marketing promise.
06
Commissions and accounts
The team needs to know expected commissions, pending amounts and values to settle.
See the CRM in action
Why CRM Crédito fits these criteria
The proposal is simple: a platform created for credit intermediation, with specific tools for the real workflow of intermediaries.
01
Processes organised by stage
The process board shows the status of each client, helping the team understand what is pending, approved, under review or ready to move forward.
02
Simulations in seconds
Simulations help intermediaries respond faster, compare scenarios and present costs more clearly to clients.
03
GDPR and documentation in one flow
Signatures, consent and documents stop being scattered across emails, folders and messages, reducing operational noise.
New integration
PedirDocumentos.pt integrated with CRM Crédito 2.0
In the new CRM Crédito 2.0 version, launching soon, PedirDocumentos.pt will be available as an optional integration: each team can enable it when it makes sense and collect documents directly inside the CRM process, keeping everything simple and organised.
- Online collection of official documents
- Fewer emails and fewer loose files
- Documents ready to attach to the process
Who is this solution best suited for?
Who is this solution best suited for?
Built for professionals and teams that want clear follow-up from the first lead through to the commission.
Individual intermediary
Ideal for professionals who want to stop managing clients through spreadsheets, email and memory.
Growing team
Useful when there are several managers, more leads, more documents and a need to control tasks and responsibilities.
Partner-led operation
Designed for structures receiving leads from partners, capture sites or sales teams that need clear follow-up.
TESTIMONIALS
What Our Clients Say
★★★★★
A highly intuitive platform that organises our team's daily workflow and streamlines the entire process management with the necessary compliance checkpoints. The comparison tables are incredibly practical and save us a great deal of time.
Nádia Costa
Manager · NC Credit Intermediaries
★★★★★
After trying several platforms, this one is five stars. A 360-degree view of every process, highly adaptable, and a support team always available to resolve everything on the spot — something rare nowadays.
Paulo Correia
Manager · PCIC Credit Intermediary
★★★★★
Finally a partner that listens to the user's needs without overcomplicating things, and helps find solutions with complete availability. It has been a very positive surprise.
Sofia Cordeiro
CEO · Mortgage Brokers
★★★★★
It simplified my processes and automated daily tasks, freeing up quality time for clients. A complete platform, constantly evolving, built by professionals for professionals.
José Leão
CEO · JC Leão Credit Intermediary
★★★★★
It gave me the structure and confidence to grow. Partners can follow every stage of the credit process with ease, generating more engagement, more business and a far more professional experience.
João Bento
Credit Manager · Desafios de Escolha
★★★★★
I chose CRM Crédito for its ease of use after trying other tools. Less time spent organising and submitting processes, and the support team is always fixing issues and improving the platform.
Daniel Baptista
Credit Intermediary · DS Imobiliária Barreiro
★★★★★
An excellent platform to support intermediation — highly intuitive, easy to use and well structured. It keeps us up to date at all times. A partner just a click away.
Sérgio Paul
Managing Partner · Averius
★★★★★
Very intuitive — it helped me organise credit processes in a simple, structured and swift manner. The Partners feature is a major asset, with outstanding support from the team.
João Oliveira
Manager · CrediHab
★★★★★
The platform has earned an important place in my company. Organising credit processes has become much simpler, and at the same time it makes client interaction far easier.
Bruno Veiga
Credit Intermediary
Frequently asked questions
Frequently asked questions
We answer the most common questions before choosing a specialised solution for credit intermediation.
What is the best Credit CRM for intermediaries in Portugal? +
The best CRM depends on the size of the operation, but it should include pipeline, simulations, documentation, digital GDPR, commission control and client follow-up. CRM Crédito brings these points together in a solution built for credit intermediaries in Portugal.
Is a generic CRM enough for credit intermediation? +
It can help at an early stage, but it usually requires many adaptations. Credit intermediation needs processes, documentation, simulations, consent and communication with banks, making a specialised solution more suitable.
Does CRM Crédito include digital GDPR? +
Yes. CRM Crédito lets clients sign GDPR digitally, with direct integration into the process workflow.
Is CRM Crédito suitable for small teams? +
Yes. The solution works for individual intermediaries and growing teams that need to organise leads, processes, documents and commissions.
See whether CRM Crédito fits your operation
In a short demo we show the workflow, simulations, documentation, digital GDPR and commission follow-up.
Schedule demo