Introduction

ManyContacts is a powerful WhatsApp CRM designed to help small and medium-sized businesses manage numerous conversations seamlessly. When paired with IdentityCheck, ManyContacts elevates your business by streamlining ID verification processes, ensuring efficient client interactions and boosting operational security. Whether you’re onboarding new clients or conducting regular KYC checks, IdentityCheck is here to simplify it all.

Why Connect IdentityCheck to ManyContacts

Integrating IdentityCheck with ManyContacts offers a seamless way to automate and manage identity verification within your CRM workflow. This integration allows businesses to conduct rapid KYC checks, reducing fraud and improving compliance. In one example, Guardian Tax Solutions significantly reduced their onboarding time by 90% with IdentityCheck, ensuring a smoother process that also cuts down operational costs. Read the full case study here.

For SMBs managing extensive client outreach through ManyContacts, IdentityCheck automates routine identity checks directly within the platform, improving productivity while maintaining security and trust.

Setting Up the Integration

1. Log into your ManyContacts account and navigate to the integrations section.
2. Select IdentityCheck from the available integrations list.
3. Connect your IdentityCheck account by entering your API key.
4. Customize your ID verification settings to match your business needs.
5. Save your settings, and start managing client verifications directly through ManyContacts.

How It Works in ManyContacts

Once integrated, IdentityCheck allows you to verify identities efficiently without leaving the ManyContacts platform. For example, a recruitment agency using ManyContacts can verify freelancers’ identities before adding them to their client chats, ensuring a secure onboarding. This seamless process enhances both security and workflow efficiency.

Frequently Asked Questions

Where is my data stored?
Your data is securely stored in IdentityCheck’s GDPR-compliant servers.

Can I customize the verification message?
Yes, you can tailor verification messages to align with your brand’s voice or compliance needs.

What if someone doesn’t complete the ID check?
If an ID check isn’t completed, ManyContacts will notify you, allowing for follow-ups or alternative actions.

Wrapping Up

Integrating IdentityCheck with ManyContacts enhances the way you conduct business by embedding secure and efficient identity checks directly into your CRM. This powerful combination not only optimizes resource management but also elevates customer trust and operational integrity. Embrace streamlined security today with IdentityCheck within ManyContacts.