The B2B Services Company Business Services
Credit Check Results Display
Credit bureau data lived in a separate portal. Sales and finance teams had to log into another system to assess customer creditworthiness before approving orders.
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The Old Way
1 Request credit check through separate portal
2 Wait for results
3 Log into credit bureau portal
4 Find the right company record
5 Interpret the credit score and flags
6 Switch back to CRM to update status
Every step is a chance for errors. Every context switch costs time. Every manual entry is friction your team learns to resent.
✓
The Solution
A card on Company records that displays credit check results with visual score indicators, payment behavior analysis, and financial summary — directly in HubSpot.
Capabilities
✓ Credit score visualization with progress bar
✓ Payment behavior analysis
✓ Financial summary (turnover, net worth, ratios)
✓ CCJ and director information
✓ Risk rating tags with color coding
✓ Last check timestamp
See It In Action
An interactive mockup of what this looks like inside HubSpot
Impact
5 min → 30 sec
Credit check review time
3 → 0
Context switches per review
Same-day approval
Credit decision speed
The Pattern
"Risk data should be visible where decisions are made. Don't make your team hunt for information they need to say yes."
UI extensions are often part of larger transformation journeys.
See Active Transformations