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SPECIFICTION
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CMS CreditSuite

icmsglobal.com

WebWindowsSelf-hosted
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Spec score 7.8 #3 of 26 in Credit Management Software

What it is

CMS CreditSuite is a web-based suite for commercial credit and accounts receivable operations. It combines commercial credit scoring, financial statement analysis, credit limit modeling, collection management and database reporting. Dashboards show portfolio indicators, alerts and workflows, with actions prioritized by account rules. Users can build unlimited scorecards and scoring items using their own indicators, outside ratings, financial data and predictive elements. Approval workflows guide analysts through credit limit and terms decisions, while retaining decision documentation and history. Collection tools prioritize accounts and recommend actions, and track promises, reminders and collector performance. Financial analysis includes year-to-year comparisons, user-defined ratios and scoring, and multi-statement entry and viewing. A query builder supports dynamic field selection, basic and advanced queries, paged results and Excel export. The product supports cross-browser use and is available through cloud hosting or in-house installation. Integrations include Cortera, Credit.NET, Dun & Bradstreet, Equifax, Experian and NACM’s National Trade Credit Report. Pricing is on request.

Spec sheet

Purpose
CMS CreditSuite is a web-based suite of credit management tools for commercial credit scoring, financial statement analysis, credit limit modeling, collections, and database reporting.Read 8 Oct 2026 · icmsglobal.com
Product
CMS CreditSuite is a web-based suite of credit management tools with commercial credit scoring, financial statement analysis, credit limit modeling, collection management and database reporting.Read 8 Oct 2026 · icmsglobal.com
Intended users
CMS describes its products as tools for corporate and commercial credit management and says CreditSuite supports credit and accounts receivable operations.Read 8 Oct 2026 · icmsglobal.com
Deployment
CMS CreditSuite is hosted in the cloud and is also available for in-house installation.Read 8 Oct 2026 · icmsglobal.com
Integrations
The maker lists integrations with data providers including Cortera, Credit.NET, Dun & Bradstreet, Equifax, Experian and NACM’s National Trade Credit Report.Read 8 Oct 2026 · icmsglobal.com
Support
CMS support is available 8 am to 6 pm CDT, Monday through Friday excluding legal holidays, with online troubleshooting and escalation of severe issues.Read 8 Oct 2026 · icmsglobal.com
Headquarters
Carmel, Indiana, United StatesRead 28 Sep 2026 · icmsglobal.com
Founded
1985Read 28 Sep 2026 · icmsglobal.com
Browser support
The product page states that CreditSuite supports cross-browser use.Read 8 Oct 2026 · icmsglobal.com
Collections
Rules-based collection workflows prioritize accounts and recommend actions, while tracking promises, reminders and collector performance.Read 8 Oct 2026 · icmsglobal.com
Company history
Credit & Management Systems says it started in 1985 and was incorporated in 1987.Read 8 Oct 2026 · icmsglobal.com
Credit decisions
Approval workflows guide analysts through credit limit and terms decisions, record decision history, and document the decision process.Read 8 Oct 2026 · icmsglobal.com
Credit workflow
Approval workflows guide analysts through credit decisions, and the system records credit limit and terms history and decision documentation.Read 8 Oct 2026 · icmsglobal.com
Dashboard
User dashboards show portfolio indicators, alerts and workflows, with actions prioritized by account rules.Read 8 Oct 2026 · icmsglobal.com
Financial analysis
Financial features include year-to-year comparisons, user-defined ratio calculation and scoring, and multi-statement viewing and entry.Read 8 Oct 2026 · icmsglobal.com
Implementation
CMS describes project manager support for implementation, including defining workflows and data needs and testing sample files from identified sources.Read 8 Oct 2026 · icmsglobal.com
Reporting
The query builder supports dynamic field selection, basic and advanced queries, paged results and Excel export.Read 8 Oct 2026 · icmsglobal.com
Scoring
Users can create unlimited scorecards and scoring items, and incorporate their own indicators, outside ratings, financial data and predictive elements.Read 8 Oct 2026 · icmsglobal.com
Security and privacy
CMS’s privacy policy says it does not sell or rent submitted personal information, but cannot guarantee the security of information transmitted to CMS.Read 8 Oct 2026 · icmsglobal.com

Plans and prices

CMS CreditSuite Priced on request Contact CMS for pricing and to schedule a demo Read 8 Oct 2026 · icmsglobal.com

Every CMS CreditSuite plan and price →

Strong points and limits

Strong points

  • Unlimited scorecards and scoring items
  • Approval workflows document credit decisions
  • Rules-based collections track promises and reminders
  • Query builder exports results to Excel
  • Cloud-hosted or in-house deployment

Limits

  • Pricing is available only on request
  • Support hours exclude evenings and weekends

Who it suits

It suits corporate credit and accounts receivable teams that need scoring, approval workflows, collections and financial analysis. Organizations can choose cloud hosting or in-house installation.

Verdict

CMS CreditSuite brings credit decisions, financial analysis and collections into one system with configurable scoring and workflows. Ask CMS for pricing and to clarify implementation needs.

Where Specifiction places it

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