Spot payment risks before they cost you money
Who pays on time? Who is cutting it close? And how reliably do you pay yourself? nextesy Contact Health automatically rates every contact in your CRM and shows you in green, yellow, or red how the business relationship is doing. No Excel, no manual analysis, no guesswork.
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Contact Health in CRM: Spot payment risks before they cost you money
Who pays on time? Where are things getting tight? In nextesy CRM software, Contact Health automatically evaluates every contact based on your payment data and shows you in green, yellow or red how reliably your customer pays. No Excel, no manual analysis, no gut feeling, just facts from your own data: ideal for SMEs, freelancers and fiduciary services.
One status per contact
Directly on the contact page, next to quotes, invoices and activities.
Always with a reason
If a contact turns yellow or red, you will immediately see which factor is responsible for it.
Continuously updated
Every paid invoice, every reminder, and every incoming payment is automatically included.
Only your own data
The rating is based on what happens in nextesy. No external credit check, no third-party data.
Contact Health in CRM: Spot payment risks before they cost you money
Who pays on time? Where are things getting tight? In nextesy CRM software, Contact Health automatically evaluates every contact based on your payment data and shows you in green, yellow or red how reliably your customer pays. No Excel, no manual analysis, no gut feeling, just facts from your own data: ideal for SMEs, freelancers and fiduciary services.
One status per contact
Directly on the contact page, next to quotes, invoices and activities.
Always with a reason
If a contact turns yellow or red, you will immediately see which factor is responsible for it.
Continuously updated
Every paid invoice, every reminder, and every incoming payment is automatically included.
Only your own data
The rating is based on what happens in nextesy. No external credit check, no third-party data.
The four statuses
Each contact receives one of four statuses. This allows you to see at a glance where the business relationship stands.
Healthy (Green): Great! There are no irregularities; the relationship is running smoothly.
Monitor (Yellow): At least one factor indicates an issue. Not an emergency, but it should be monitored.
Risk (Red): Serious payment or debt collection issue.
Calibration: For new contacts with insufficient payment history. You will still see open items and reminders from day one; the overall status follows after a few paid invoices. Serious issues, however, are displayed immediately.
The four statuses
Each contact receives one of four statuses. This allows you to see at a glance where the business relationship stands.
Healthy (Green): Great! There are no irregularities; the relationship is running smoothly.
Monitor (Yellow): At least one factor indicates an issue. Not an emergency, but it should be monitored.
Risk (Red): Serious payment or debt collection issue.
Calibration: For new contacts with insufficient payment history. You will still see open items and reminders from day one; the overall status follows after a few paid invoices. Serious issues, however, are displayed immediately.
Four factors, one status
nextesy Contact Health examines each contact from four perspectives. Each factor receives its own traffic light, and together they make up the overall status. The most significant factor is how reliably your customer has paid to date.
Payment behaviour: Does your customer pay within the agreed payment term? nextesy Contact Health compares every paid invoice against the terms agreed with this contact across the entire business relationship.
Open items: How much money is currently outstanding for this contact, and how much of it is overdue? A snapshot showing what is currently at stake.
Reminders: Have you already had to follow up? This factor is directly linked to the dunning process in nextesy. Once a dunned invoice is paid, nextesy automatically resets the dunning status.
Revenue trend: Is the business relationship growing or shrinking? nextesy Contact Health compares the revenue of the past 12 months with the 12 months prior. The revenue trend provides context: a customer who buys less, but pays on time, will not slip down for that reason alone.
Four factors, one status
nextesy Contact Health examines each contact from four perspectives. Each factor receives its own traffic light, and together they make up the overall status. The most significant factor is how reliably your customer has paid to date.
Payment behaviour: Does your customer pay within the agreed payment term? nextesy Contact Health compares every paid invoice against the terms agreed with this contact across the entire business relationship.
Open items: How much money is currently outstanding for this contact, and how much of it is overdue? A snapshot showing what is currently at stake.
Reminders: Have you already had to follow up? This factor is directly linked to the dunning process in nextesy. Once a dunned invoice is paid, nextesy automatically resets the dunning status.
Revenue trend: Is the business relationship growing or shrinking? nextesy Contact Health compares the revenue of the past 12 months with the 12 months prior. The revenue trend provides context: a customer who buys less, but pays on time, will not slip down for that reason alone.
Are you a good customer? nextesy Contact Health for suppliers
Reliability is not a one-way street. For your supplier contacts, nextesy Contact Health shows you how reliably you pay yourself. Based on the same principle, with four factors:
Payment behaviour: Do you pay within the payment term given by your supplier?
Outstanding liabilities: How much do you currently owe them, and how much of it is overdue?
Payment reminders received: Has this supplier already issued a payment reminder to you?
Purchasing trend: Are you purchasing more or less than in the previous year?
This allows you to identify early on where you might be jeopardising an important supplier relationship before it leads to a delivery stop, worse terms, or debt collection proceedings (Betreibung).
Are you a good customer? nextesy Contact Health for suppliers
Reliability is not a one-way street. For your supplier contacts, nextesy Contact Health shows you how reliably you pay yourself. Based on the same principle, with four factors:
Payment behaviour: Do you pay within the payment term given by your supplier?
Outstanding liabilities: How much do you currently owe them, and how much of it is overdue?
Payment reminders received: Has this supplier already issued a payment reminder to you?
Purchasing trend: Are you purchasing more or less than in the previous year?
This allows you to identify early on where you might be jeopardising an important supplier relationship before it leads to a delivery stop, worse terms, or debt collection proceedings (Betreibung).
Where nextesy Contact Health helps you in everyday business
Before a major quotation: You know where you stand before investing time and material.
With payment terms: You see when a deposit or advance payment is the better choice.
When following up: You recognise when a phone call is worth making before an invoice ends up in the dunning process.
With your suppliers: You know your standing with suppliers and pay those invoices first where something is at stake.
For fiduciary firms: Fiduciaries can see at a glance where payment risks arise for their clients and can advise them early on.
Where nextesy Contact Health helps you in everyday business
Before a major quotation: You know where you stand before investing time and material.
With payment terms: You see when a deposit or advance payment is the better choice.
When following up: You recognise when a phone call is worth making before an invoice ends up in the dunning process.
With your suppliers: You know your standing with suppliers and pay those invoices first where something is at stake.
For fiduciary firms: Fiduciaries can see at a glance where payment risks arise for their clients and can advise them early on.
Test for free and without obligation
Try nextesy now for free for 14 days and experience the new Swiss AI standard for administration live
Frequently Asked Questions
Here you will find the most important questions and answers about nextesy. If you have any further questions or need additional information, please feel free to contact us at any time.
Can my customers see their status?
Can a customer be marked in red even though they always pay on time?
How often is the status updated?
Do I need to set up Contact Health?
Where does the data for Contact Health come from?
Managing businesses was never easier
Product
Alternatives
Contact
customers@nextesy.com
nextesy AG
Bändliweg 20
8048 Zurich
Switzerland
© nextesy 2026
Managing businesses was never easier
Product
Alternatives
Solutions
Contact
customers@nextesy.com
nextesy AG
Bändliweg 20
8048 Zurich
Switzerland
© nextesy 2026
Managing businesses was never easier
Product
Solutions
Contact
customers@nextesy.com
nextesy AG
Bändliweg 20
8048 Zurich
Switzerland
© nextesy 2026