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.