v1.3.0
Automations, deal-risk, buying committees and credit checks
- Signal automations: set a rule and a qualifying UK Business Signal automatically becomes a follow-up task or a notification, so a contract win or risk event is always worked
- Deal-risk radar: the pipeline flags at-risk deals (passed close dates, low confidence, high value without commitment) so you can act before the quarter slips
- Buying-committee mapping: contacts are grouped into decision makers, influencers, gatekeepers and users on the prospect profile, flagging when no decision maker is engaged
- Weekly digest: an email summary of the week's signals, financial-health declines and upcoming tasks
- Premium credit checks: pull a full credit score, rating and recommended credit limit from a licensed credit reference agency on demand