Can my customers see their status?

No. nextesy Contact Health is only visible to you and your team, directly in your nextesy account. Your clients and suppliers will not know about their rating and have no access to it.

An internal assessment for you

Contact Health shows you at a glance in the CRM how a business relationship is doing, in green, amber or red. The traffic light helps you decide where to follow up or take a closer look. It does not appear on quotes, invoices, reminders or other documents you send out.

Protected within the team as well

Who sees the status in your team depends on the roles and permissions you define. This ensures the assessment stays with the people who work with it.

Only your own data

The rating is based exclusively on what happens in nextesy: payment behaviour, open items, reminders, and revenue trends. There is no external credit check, no third-party data, and your data remains in Switzerland.

More about Contact Health

Find all the details on the page about nextesy Contact Health.