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How to improve the management of the customer account?

Let's be pro-active, facilitate the evaluation & management of your customers!

 

Functionalities and a dedicated space to monitor your customer portfolio in real time, edit your invoices and control your cash flow.

 

Give yourself peace of mind in your daily management, adapt your functionalities to your situation and involve your entire team.

 

My Prospecting

By creating an account on TradeIn, you will SELECT your prospects based on financial information and their payment behavior. " You have access to 20M of information sheets on Europe.

My Clients

With TradeIn, you EVALUATE your customers in a simple and quick way, you are alerted in real time to changes in their financial situations and payment behaviour.

My Invoices

Nothing could be simpler to VIEW your invoices on TradeIn, which will make it easier for you to follow up in real time your collections and reminders to be made.

My Alerts

AUTOMATED alerts for personalised monitoring of your invoices issued and associated reminders

manage my invoice due date alerts

Dashboard

Dashboards, SIMPLIFIED & CUSTOMIZED to allow you to visualize and make decisions quickly.

Billing dashboards

API / ERP connection

By connecting your accounting tools "CRM, ERP" to TradeIn in a SECURE way, you automate the monitoring of the risks of non-payment of your invoices and the reminders of your customers.

Multi users per account

By inviting your collaborators to join the application, TradeIn will allow you to have a HARMONIZED management of your prospects, customers and their invoices. The role management allows personalized and secure access for each of your employees.

User settings

By connecting to TradeIn in a SIMPLIFIED way, you can set up the tool for your internal use; invoice monitoring, automated reminders and invoice collection.

My Insurance

By joining TradeIn, we will also offer you credit insurance DIGITALISED in order to be covered in the event of unpaid debts so that they can be compensated more quickly.

My treasury

By connecting in such a way SECURE your bank account at TradeIn, you automate the real-time update and monitoring of your cash flow.

My Financing

By joining TradeIn, you will have access to financing solutions for your cash flow.

My Prospecting

By creating an account on TradeIn, you will SELECT your prospects based on financial information and their payment behavior. " You have access to 20M of information sheets on Europe.

My Clients

With TradeIn, you EVALUATE your customers in a simple and quick way, you are alerted in real time to changes in their financial situation and payment behaviour.

My Invoices

Nothing could be simpler to VIEW your invoices on TradeIn, which will make it easier for you to follow up in real time your collections and reminders to be made.

My Alerts

AUTOMATED alerts for personalised monitoring of your issued invoices and associated reminders

manage my invoice due date alerts

Dashboard

Dashboards, SIMPLIFIED & CUSTOMIZED to allow you to visualize and make decisions quickly.

Billing dashboards

Multi users per account

By inviting your collaborators to join the application, TradeIn will allow you to have a HARMONIZED management of your prospects, customers and invoices. Each collaborator with a customizable and secure configuration.

API / ERP connection

By connecting your accounting tools "CRM, ERP" to TradeIn in a SECURE way, you automate the monitoring of the risks of non-payment of your invoices and the reminders of your customers.

User settings

By connecting to TradeIn in a SIMPLIFIED way, you can set up the tool for your internal use; from risk monitoring, to invoices and automated reminders to your customers.

My treasury

By connecting in such a way SECURE your bank account at TradeIn, you automate the real-time update and monitoring of your cash flow.

My Financing

By joining TradeIn, you will have access to financing solutions for your cash flow. QUICK

My Insurance

By joining TradeIn, we will also offer you credit insurance DIGITALIZED in order to be covered in case of unpaid invoices and to compensate quickly, to improve the management of your receivables.

TradeInPilot

  • Anticipate cash flow needs thanks to real-time knowledge of your customers' solvency.
  • Manage your outstanding receivables with your dashboard.
  • Edit your invoices with payment links via the platform.

TradeInsight

  • Access to a financial database of over 200 million companies in Europe updated in real time.
  • Assess the creditworthiness of your (future) suppliers in real time with alerts on their finances and payment behaviour.
  • SAPIN II compliance: Assess the corruption risk of your potential suppliers to avoid reputational risk.

TradeInCash

  • Have access to your financial resources in real time.
  • Easily manage your cash flow thanks to a consolidated bank view (bank balance, disbursements and receipts).
  • Predict your cash flow dates and working capital requirements.

Control and improve your cash flow