M-Files
M-Files by SoftAdvice is a Document Management System that helps businesses organise, secure and complete tasks.
M-Files integrates with Companyweb allowing you to easily create and expand prospect and customer files with Companyweb data:
- Name
- Status
- Credit limit + info
- Health barometer
- Financial risk warnings
- Link to detailed commercial report
- Link to KYC report
Via the integration you can easily request the most current status.
In addition, you can automate notifications in M-Files when the credit limit is reached or when certain credit information is provided.