Close the deals others wrote off

Unlock approvals for clients with limited credit depth

CRMZ identifies borderline-credit opportunities, automates targeted finance offers, and guides reps through high-probability closing paths — all in a single streamlined workflow.

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3D dashboard widget showing a credit-depth meter with segmented bands and glowing needle on transparent background

Why CRMZ Works

Three mechanisms that convert borderline-credit clients

Precision Scoring

Proprietary credit-depth scoring surfaces clients who are likely approvable with minor support or tailored financing — we prioritize outreach for maximal impact and minimal lift.

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Tailored Offers

Automated, compliance-friendly financing proposals are matched to each customer profile so reps can present offers that dramatically improve approval rates.

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Rep Playbooks

Guided scripts and next-step recommendations embed into your CRM so reps convert borderline leads using proven offers and timing — reducing follow-up guesswork.

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How It Works — 3 Steps

From identification to funded deal

1. Detect

Scan your book to find clients with marginal credit depth and prioritize by closability and revenue potential.

2. Engage

Deliver tailored financing and counsel through automated offers and rep-assisted options, increasing likelihood of approval.

3. Fund

Close more deals with alternative terming, co-broke options, and real-time approvals that turn borderline into funded clients.

Business Benefits

Bottom-line wins finance teams see fast

Outcomes

CRMZ delivers measurable gains across conversion rates, average deal size, and client retention by systematically addressing credit depth issues.

Key Gains

Higher funded deals per rep
Lower churn among marginal clients
Faster onboarding with tailored terms
Clear audit trail for compliance

Proof in Numbers

24%

Avg increase in approvals

32%

Lift in funded deals

18%

Reduced churn among targeted clients

45%

Faster time-to-close (median)

Enterprise Case Study

How a specialty insurer converted 38% of borderline leads

A mid-sized insurer integrated CRMZ into their CRM and automated offers to clients with shallow credit. Within 90 days they funded 38% of previously unclosable leads and reduced follow-ups by 60%.

Office scene with sales leader pointing at a conversion dashboard on a large screen

Customer Voices

What finance leaders say after a quarter with CRMZ

“CRMZ turned a cluster of borderline files into predictable approvals. Our reps love the next-step guidance and we closed 27% more deals that quarter.”