Do I need to set up Contact Health?

No. nextesy Contact Health is directly integrated into the CRM and works from day one. You don't need to set up, configure, or activate anything.

It runs on your existing data

Contact Health uses the data that is generated in nextesy anyway: invoices, incoming payments, open items, and payment reminders. As soon as you send invoices via nextesy and payments are received, Contact Health automatically evaluates your customers and suppliers.

For new contacts

Contact Health needs some payment history for a meaningful overall status. For new contacts, the evaluation is therefore available after a few paid invoices. However, you can see open items and payment reminders from day one, and nextesy alerts you to serious issues immediately.

More about Contact Health

All the details can be found on the page about nextesy Contact Health.