Unlock Seamless Communication with IdentityCheck and 10xCRM Integration

Welcome to a new era of efficient customer relationship management with 10xCRM. Designed to replace and enhance traditional office phone systems, 10xCRM integrates text and email functionalities, ensuring every team interaction is documented for compliance and future reference. Now, by integrating IdentityCheck, you can streamline your identity verification process, enhancing your KYC checks without sacrificing the intuitive experience that 10xCRM offers.

Why Connect IdentityCheck to 10xCRM

Integrating IdentityCheck with 10xCRM offers several compelling benefits. Automated logging of all team communications means your KYC checks are not just efficient but thoroughly documented for compliance. Additionally, the bright flexibility of 10xCRM’s communication tools allows seamless integration with IdentityCheck’s robust data verification capabilities. For instance, Wardle Partners achieved impressive results using this partnership, saving 30 minutes per client and reducing costs by 50%.

Setting Up the Integration

1. Log in to your 10xCRM account and navigate to the integrations section.
2. Search for “IdentityCheck” and select it to initiate the integration process.
3. Follow the on-screen instructions to authorize IdentityCheck, granting it the necessary permissions.
4. Configure the settings according to your business’s KYC and identity verification needs.
5. Review and save your settings to activate the integration.

How It Works in 10xCRM

Once integrated, IdentityCheck harmonizes with 10xCRM’s interface. For example, when a new contact is added, the system prompts an identity verification check before the contact is approved. This automated workflow ensures every client interaction is compliant and logged accurately, reducing administrative burdens and safeguarding against compliance risks.

Frequently Asked Questions

Where is the verification data stored? All data is securely stored within 10xCRM’s encrypted servers, ensuring privacy and compliance.

Can the integration be customized? Yes, the integration settings can be tailored to fit specific identity verification requirements and compliance needs.

What happens with incomplete checks? Incomplete identity verifications trigger an alert within 10xCRM, prompting further action before the process can continue.

Final Thoughts

Integrating IdentityCheck with 10xCRM is a strategic move to enhance your business’s efficiency, compliance, and client satisfaction. By streamlining ID verification within 10xCRM’s powerful platform, you unlock the potential to operate seamlessly and securely. Make the switch today and experience the operational advantages firsthand.