Open Property Credit alongside the page you’re already working on — check Payment Requests, take action and keep your workflow moving.
CRM Helper is the Property Credit browser extension. It gives you quick access to Property Credit alongside your CRM, so you can review and manage Property Credit activity without switching back to the Portal in another tab.
With CRM Helper installed, you can open Property Credit in a side panel while you work in a supported CRM. From there, you can access key Property Credit workflows, including viewing existing Payment Requests, checking their status and creating a new request.
When you start a Payment Request, CRM Helper can recognise the CRM page you’re currently viewing and use available basic details from that page to help you get started.
There’s no need to leave your current workflow and search for the same property again in the Portal. CRM Helper keeps Property Credit within reach, so you can:
CRM Helper works without a full CRM Integration. Without an integration, it can use basic details available from the CRM page you’re viewing, but it does not pull the full CRM record into Property Credit.
If your business also uses a CRM Integration, deeper data connectivity and automation may be available. CRM Integration will be covered separately.
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