Ring in the New Year with These Fresh Updates!
Faster, Smarter Onboarding with Credee’s Updated Sign-Up Process
To enhance user experience and streamline onboarding, we’ve updated the sign-up flow on the Credee platform. Now, when users click "Sign Up," they’ll be prompted to choose between two options:
I am a Business... – For businesses looking to offer payment solutions to their customers.
I am a Customer... – For individuals seeking financing options.
This update ensures that each user is directed to the appropriate pathway, making the process faster and more efficient for everyone.
Now Live: Add an Alternate Contact
Great news! The Credee Business Panel now lets you add an alternate contact for important updates. Once their email and phone number are verified, they’ll receive all emails and SMS—except payout emails—directly.
Your Business Panel Just Got Smarter with These Updates!
We’re excited to share a few impactful updates to the Credee Business Panel designed to improve your experience:
Schedule Training Button:
Added to the Finance Customer and Accounts Receivable screens for quick access
Improved Accessibility:
"Connect with your Account Manager" now appears next to the chat icon.
Pending Proposals and Leads Count:
The navigation menu now shows a counter for pending proposals and leads, offering users a quick overview of key updates.
‘Book a Training’ Card:
Added under Help & Support > Support for easy training scheduling.
We’ve Upgraded the Claims System to Save You Time
What Makes the Updated Claims Dashboard Better?
More Intuitive: The new interface is easier to understand and navigate, improving the overall user experience.
User-Friendly: The updated platform is designed to be simpler to use, requiring less effort to manage claims.
Efficient: The changes are aimed at making the claims management process quicker and more streamlined.
Highlights of 2024
As we step into 2025, let’s celebrate the milestones we achieved together in 2024! Here are some of the highlights that made this year remarkable.
Earlier this year, we launched CredeeBill, which automates the debt collection process.
Credee’s website received a full makeover, with a fresh new look, updated information, and valuable resources designed to empower users.
Introduced SimpleeFi and KeepeeFi payment plans in Web Connect, letting customers pick flexible payment plans directly on your website.
Enhanced your payment processes with the “Pay in Office” feature.
Increased productivity by adding “multiple users” with customized access to your Credee account.
Attached invoices and key documents directly to contracts, simplifying record-keeping and reducing manual tracking.
Thank you for being a part of Credee’s journey in 2024! We’re excited to continue bringing you innovative solutions and exceptional service in 2025. Here’s to another year of success and collaboration!
Thank you for being an integral part of our journey. Let’s keep pushing forward and bringing you the best in payment solutions.
And that’s a wrap, Credee fam!
Exciting updates are on the horizon—stay tuned!
Need Help?
Write to us, our team will get back to you.
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