Construction engineering finance: mark overdue customer accounts in CRM

Engineering finance misses overdue credit in CRM, risking subcontractor payment delays and cashflow strain. It marks overdue accounts in your CRM so credit-control can prioritize collections.

Overview

Construction projects stall when overdue accounts go unflagged and subcontractor payments are delayed. This workflow keeps CRM credit statuses current and routes overdue accounts to credit-control, eliminating manual checks and enabling collections to start with accurate delinquency records.

Notable Features

Flag delinquent customer accounts
Update CRM company credit status
Notify credit-control with account details