Integrate live risk data, company verification, and automated workflowsinto Zoho CRM to streamline onboarding, reduce risk, and accelerate growth.
Power smarter onboarding and worldwide compliance with real-time risk insights
Automatically enrich and validate customer data so your team always works with accurate, trustworthy information from day one.
Eliminate manual effort with automated screening and verification built directly into your onboarding workflow, saving time and reducing errors.
Identify potential risks early with proactive alerts and insights, enabling your team to engage the right clients with confidence and speed.
Sync live data into Zoho so every account and contact record reflects the latest company information, ownership changes, and risk signals without manual updates. Automated refresh and enrichment ensure your teams always work from accurate insights, helping them qualify opportunities faster, spot potential issues earlier, and keep your CRM clean, compliant, and ready for action.
Access live business and credit information directly in Zoho
Eliminate manual research and data entry errors
Identify potential risks before you engage prospects
Build a clear, accurate view of every customer relationship
Speed up your onboarding process without compromising compliance. Automate identity checks, risk screening, and data verification directly within your CRM to remove delays and manual bottlenecks. Your team can onboard customers faster while ensuring every requirement is consistently met, whilst always maintaining full regulatory confidence
Automatically verify company details as new leads are added
Trigger alerts when high-risk businesses enter the pipeline
Standardise checks for consistency across all teams
Free your staff to focus on driving growth, not admin tasks
Use Red Flag Alert to enrich Zoho CRM with real-time company data, risk scores, and portfolio insights so every decision is anchored in accurate information, not gut feel. With a single, trusted source of truth for sales, marketing, and risk teams, you can uncover high‑value opportunities faster, protect against bad deals, and drive more predictable, insight‑led growth.
Identify patterns that reveal opportunity and risk
Integrate reporting to guide smarter strategies
Monitor customer and portfolio health in real time
Strengthen decisions with powerful, up-to-date intelligence
Empower your team to move faster and make better decisions by giving them instant access to the data, context, and approvals they need in one place. When live company insights, risk checks, and key workflows are embedded directly into your CRM, people spend less time switching between systems and more time acting on clear, reliable information.
Use risk data to prioritise high-quality leads
Configure automated actions based on company status
Keep workflows smooth and predictable across teams
Increase productivity while reducing manual touch points
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