Customer Pre-Qualification

Customer Pre-Qualification

by
Tamar Katz
Tamar Katz

With Customer Pre-Qualification you can target your entire pipeline with custom financing options with greater ease.

How it works

‍How It Works:

  1. Link your CRM. Once your CRM is linked, Gynger can automatically run your entire pipeline through pre-qualification, so you know immediately who to reach out to with financing offers.
  2. Pre-qualify your accounts. You can use your Gynger dashboard to pre-qualify individual accounts or pre-qualify in bulk by uploading a CSV export from your CRM.

The pre-qualification process is integrated with our financing offer flow. From adding and pre-qualifying an account to extending them a financing offer, the experience is smooth and intuitive.

We’ve also included status updates so you can stay on top of where your accounts are in their onboarding process.

Why It’s Helpful:

  1. Know which customers to reach out to with financing offers so you can empower them with flexible options.
  2. Outsource billing and collections to Gynger, reducing your risk and freeing up resources.

Get started today!

Want to learn how flexible financing can benefit you?

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