No. 25 of 26 ·Credit Management Software

Credit Workbench

Name: Credit Workbench
Price: 150 USD

Web · paid plans from $150/mo

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Freedom report

No signalScore 4.7

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely1 of 6 device platforms
DocumentedThinly documented

Credit Workbench is ranked #25 of 26 in credit management software on Freedom251. It runs on Web. There is no free plan. A free trial is offered. Paid plans start at $150/mo.

Credit Workbench plans and pricing

All plans

Basic $150/mo Billed Monthly Up to 5 company users · Unlimited signers · 20 data & signing requests per month · 7 year data retention creditworkbench.com · 8 Oct 2026

Professional $295/mo Billed Monthly 10 company users · Unlimited signers · 300 data & signing requests per month · 7 year data retention creditworkbench.com · 8 Oct 2026

Enterprise Not published Customized company users · Unlimited signers · Customized data & signing requests per month · 7 year data retention creditworkbench.com · 8 Oct 2026

Compared on credit management software

Free plan: No
Paid from: $125/mo
Application workflow: Yes
Review workflows: Yes
ERP/accounting connectors: Yes

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The record

Product: Credit Workbench lets customers submit credit applications online and creates an electronic record for their customer credit file.
Audience: The product is described as a trade credit management platform for finance organizations managing the customer-to-cash cycle.
Credit forms: The Basic plan includes one configurable credit form, while Professional and Enterprise include unlimited configurable credit forms.
Document collection: Plans include secure document collection and credit reference management.
Fraud detection: The listed plans include AI-assisted fraud detection.
Data retention: All listed plans specify seven-year data retention.
E-signatures: The maker’s product guide describes email-driven signing requests with an audit trail and an E-SIGN-compliant electronic signature solution.
Security: The maker says SSL encryption protects data in transit and encryption at rest protects stored data in an online credit application system.
Integrations: The maker says online credit applications can integrate with CRM or ERP systems, but does not name specific integrations on that page.
Access: The support page says users can visit app.creditworkbench.com to log in.
Trial: All plans start with a free seven-day trial of the Basic plan.
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.
Price from: $150/mo

Where it ranks on Freedom251

Best Credit Management Software in 2026#25 of 26

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Sources

creditworkbench.com· checked 8 Oct 2026
creditworkbench.com/pricing/· checked 8 Oct 2026
creditworkbench.com/wp-content/uploads/2024/02/White-Paper-· checked 8 Oct 2026
creditworkbench.com/why-should-my-organization-move-its-b2b· checked 8 Oct 2026
creditworkbench.com/support-articles/logging-into-credit-wo· checked 8 Oct 2026