CRM (Customer Relationship Management) Integrations
CRM (Customer Relationship Management) apps help businesses manage client interactions, sales pipelines, and customer data. Integrating identity checks into CRM systems ensures that customer data is verified and compliant with KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations. This helps prevent fraud, ensures data integrity, and protects sensitive customer information. By automating identity verification within CRM workflows, businesses streamline onboarding processes and maintain regulatory compliance, improving both security and operational efficiency.
Actionstep is a Legal Practice Management Solution for Law firms.
Actito offers a suite of relationship marketing tools to create a meaningful dialogue with prospects and clients.
Fact Finder is an application to either fetch, create, or update Fact Finder data as per current AdviserLogic schema
Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
AFrame is a transaction management and CRM in a single platform for real estate agents and transaction coordinators. Manage contacts …
AFRUS means Acquisition, First Donation, Recruitment, Upgrade, Socializing. We help you to receive donations and process with all the information …
Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.
AgencyZoom is a sales and automation software specifically made for P&C insurance agents.
Agendize is a customer engagement platform that offers easy appointment booking, contact management, live chat and call-tracking.
Agendor is a sales improvement platform with web and mobile version designed for Brazilian companies with long sales cycles.
Agent 3000 provides a Website, IDX, CRM and all the necessary marketing tools a REALTOR needs.
Agent Legend is an automated, multi-channel marketing tool.
