What is nextesy Contact Health?

nextesy Contact Health shows you at a glance for every contact in your CRM how reliably they pay: in green, amber, or red. This lets you identify payment risks before they cost you money.

Four factors, one status

nextesy Contact Health continuously evaluates each contact based on four factors:

• Payment behaviour: How punctually have invoices been paid so far?

• Outstanding items: How much is currently still pending?

• Payment reminders: Have there been payment reminders, and at which stage?

• Revenue trend: How is the business relationship developing?

This produces a clear status. If the traffic light switches to amber or red, you immediately see the reason why.

For customers and suppliers

For your customers, you can see early on where you should follow up. For your suppliers, you can see how reliably you pay yourself.

Only your own data

The assessment is based exclusively on what happens in nextesy. There are no external credit checks and no third-party data. For new contacts with little payment history, the overall status follows after a few paid invoices. However, nextesy indicates serious issues immediately.

More about the CRM

Contact Health is part of our new CRM.