Product

Compliance context before sales commits

Salescheck.io evaluates prospects against your policy and returns a clear score and reason directly in the CRM.

In short

Salescheck.io is a compliance pre-assessment layer for sales. It combines CRM data, your own risk rules and optional third-party signals, then writes a red, yellow or green recommendation and its reason back to the prospect record.

Read the context already in your CRM

Salescheck.io uses the company, geography and industry information your team already collects. Sales does not need to complete another workflow just to receive an early signal.

Company and geography data
Industry codes including MCC and NAICS
Automatic reassessment when relevant inputs change

Apply your risk appetite

You define what low risk, review and high risk mean for your business. Combine internal rules and proprietary lists with supported external providers.

Custom categories and thresholds
Bring-your-own-key data integrations
Explainable rule outcomes

Return one practical recommendation

Sales sees a score and a plain-language reason directly on the CRM record. Compliance keeps control of policy and the final decision.

Red, yellow or green score
Specific compliance reason
Audit trail for every assessment