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iiCredit

By Triple Mesa LLC

The CDFI operating system to increase impact

No Ratings

Starting at $125 USD/user/month

Pricing Details

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Industries: Financial Services

Business Need: Finance

Requires: None

Compatible With: Sales Cloud
Service Cloud
Platform Cloud

Compatibility

Requires This solution requires these products in order to work. Before you implement the solution, check that you have these products.: None

Compatible With This solution is tested to work with and extends the value of these products, but doesn't require them.: Sales Cloud
Service Cloud
Platform Cloud

Salesforce Editions: Enterprise
Unlimited
Force.com
Developer

Additional Requirements

For Metro2 Reporting, a designated user is required to sync files to a third-party utility.

App Details

Version: Credit/iiCredit Summer23 V1.97 1.97.0
Listed On: 08/07/2014
Latest Release: 07/07/2023

Supported Features No Limits This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help Lightning Ready Optimized for Salesforce orgs that use Lightning Ready. Managed Package This product is installed in your Salesforce org as a managed package and receives automatic upgrades.: No Limits
Lightning Ready
Managed Package

Package Contents If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help: Custom Objects: 13
Custom Tabs: 6
Custom Apps: 2

Lightning Components: Global: 0
App Builder: 0
Community Builder: 0

Languages: English

Security

Learn more about the Security Requirements for AppExchange Partners and Solutions.

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.

Last Reviewed Version

1.95.0

Last Reviewed Date

03/08/2021

Additional Details

Integrate and access all CDFI program activities in one application. Manage borrowers and loans, investors and investments as well as individual development accounts. Track technical assistance. Automate invoicing and statements. Easily build reports that make it easier to share results. This transformational operating system integrates with Quickbooks and CBA’s Metro2 Reporting. It also complements e-mail systems like Gmail and Outlook, and connects to Microsoft Office. Manage all of the relationships in your CDFI’s sphere of influence, not just your borrowers and investors. Get better insight into who accesses your services and your lending pipeline. Use Enterprise Social Collaboration to share information about deals, clients stored in the place where you do the work. Keep documents saved digitally and securely so they can easily be retrieved. Let go of local, server-based software that is network bound. Change to a secure, mobile application that works regardless of operating system or device. Lower your total cost of ownership, paying as you go. Stop keeping pace with server replacement and network administration. Install a free trial of iiCredit today.

Need help?

Triple Mesa LLC

Santa Fe, NM, USA

Choose from three levels of support: Basic ($1,400 per year), Professional ($4,200 per year) Premium ($7,000 per year). Pick the level that meets your needs and budget

Support Phone+1 505 908 9389

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