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Client tools: Discounts and more data to monitor clients

Ollie Maitland Nov 23, 2022

Exciting news! We’ve launched two new features to supercharge how you use ‘Client Tools’ and invite your clients into your new service. Now also with an option to give them a discount up to 25% every month.
 

Offer your clients a discount on new credit tools 

When inviting a client into ‘Client Tools’ there is a new option to offer a discount using your referral URL. When you go to the referral link, you can now choose between “Revenue share” and “Offer discounts”. 

Whether this is just for your higher value clients or for all your clients, this is a great way to give them a little extra.
 

We’ve added data for more segmentation

Introducing the new “Risk profile” tab on Monitor (found on the right of the table) which gives an overview of your clients to show:

  • Your clients credit score and any changes
  • Payment trends and if your client is paying suppliers late
  • Any negative risk factors influencing your client’s credit score
  • Any CCJs outstanding

Together with the cloud accounting data found in the “Financial” tab we’ve created a way to track the financial health of your clients easier.  

At a time when small businesses are facing a number of challenges this overview presents the opportunity to safeguard clients against adverse financial or credit risks impacting their business.
 

Login now and give a little extra to your clients

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