Clients & Credit (Net 30/60)
Assign credit limits and payment terms per client. Cord blocks new quotes if the client exceeds their limit or has overdue invoices.
Automated risk control
Selling on credit in B2B is standard, but controlling that risk usually requires constant manual communication between sales and finance teams. Cord automates these rules.
Key benefits:
- Hard credit limits: If a client has a $100,000 MXN limit and already owes $95,000, an agent won't be able to approve a $10,000 quote for them.
- Net 30/60 Terms: Upon approving the quote, Cord automatically schedules the due date and the collections cycle.
- Autonomy for sales: Agents can sell freely as long as the client is in good standing, without friction or manual authorizations.