HubSpot

Know who you are dealing with! With the Companyweb app you can add financial company information to your Hubspot Company cards.


Create and enrich your Companies using only VAT number or company name:


  • Address
  • Status
  • Credit limit
  • Health barometer
  • Warnings of bankruptcy risks
  • Key financial indicators
  • Link to a comprehensive report
  • Link to the "company detail page" on the Companyweb website


With the Companyweb Alert Service you place the customers in follow-up. Thus, the customer files are automatically updated in case of changes.

Your Customer Due Diligence obligations directly in Hubspot? With the KYC (Know Your Customer) report you get an overview of potential UBOs (Ultimate Beneficary Owners) behind your relations and the possibility to check whether they are on a PEP (Politically Exposed Person) or Sanction list.

HubSpot

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