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On the recordRead 8 Oct 202612 facts
Credit Workbench
Plans and prices
Basic
$150a month
Up to 5 company users · Unlimited signers · 20 data & signing requests per month · 7 year data retention
Read 8 Oct 2026 · creditworkbench.com
Professional
$295a month
10 company users · Unlimited signers · 300 data & signing requests per month · 7 year data retention
Read 8 Oct 2026 · creditworkbench.com
Enterprise
Priced on request
Customized company users · Unlimited signers · Customized data & signing requests per month · 7 year data retention
Read 8 Oct 2026 · creditworkbench.com
On the record
- Access
- The support page says users can visit app.creditworkbench.com to log in.creditworkbench.com · read 8 Oct 2026
- Audience
- The product is described as a trade credit management platform for finance organizations managing the customer-to-cash cycle.creditworkbench.com · read 8 Oct 2026
- Company
- The site identifies Agilitize LLC as the creator of Credit Workbench and describes its SaaS focus as simplifying and securing the business credit lifecycle.creditworkbench.com · read 8 Oct 2026
- Credit forms
- The Basic plan includes one configurable credit form, while Professional and Enterprise include unlimited configurable credit forms.creditworkbench.com · read 8 Oct 2026
- Data retention
- All listed plans specify seven-year data retention.creditworkbench.com · read 8 Oct 2026
- Document collection
- Plans include secure document collection and credit reference management.creditworkbench.com · read 8 Oct 2026
- E-signatures
- The maker’s product guide describes email-driven signing requests with an audit trail and an E-SIGN-compliant electronic signature solution.creditworkbench.com · read 8 Oct 2026
- Fraud detection
- The listed plans include AI-assisted fraud detection.creditworkbench.com · read 8 Oct 2026
- Integrations
- The maker says online credit applications can integrate with CRM or ERP systems, but does not name specific integrations on that page.creditworkbench.com · read 8 Oct 2026
- Product
- Credit Workbench lets customers submit credit applications online and creates an electronic record for their customer credit file.creditworkbench.com · read 8 Oct 2026
- Security
- The maker says SSL encryption protects data in transit and encryption at rest protects stored data in an online credit application system.creditworkbench.com · read 8 Oct 2026
- Trial
- All plans start with a free seven-day trial of the Basic plan.creditworkbench.com · read 8 Oct 2026
