Introduction

Followup CRM is the go-to cloud-based software for construction contractors to efficiently manage leads, jobs, and bids. By providing effortless accessibility from anywhere, Followup CRM enhances job tracking with streamlined photo and document uploads. Discover more about their innovative solutions at Followup CRM’s official website.

Easily elevating this powerful system, IdentityCheck seamlessly integrates within Followup CRM to bring advanced identity verification capabilities that complement the platform’s mission of boosting contractor productivity through efficient work practices.

Why Connect IdentityCheck to Followup CRM

The integration of IdentityCheck offers numerous advantages tailored to the needs of construction professionals:

• Enhance your existing document management processes by incorporating secure ID verification, ensuring every uploaded form is verified for authenticity.
• Improve client trust and regulatory compliance with seamless KYC checks embedded directly within your project workflows.
• Streamline backend operations: Identity verifications happen automatically, reducing administrative load and accelerating project turnaround.

Take a look at how IdentityCheck helped Wardle Partners achieve a notable 5-10x ROI, showcasing how effective integration can significantly enhance business outcomes.

Setting Up the Integration

1. Log into your Followup CRM account.
2. Navigate to the ‘Integrations’ section in your settings.
3. Select IdentityCheck from the list of available apps.
4. Enter your IdentityCheck API credentials to establish a secure connection.
5. Configure your preferences to match your project needs.
6. Perform a test ID verification to ensure everything is functioning properly.

How It Works in Followup CRM

Once integrated, IdentityCheck in Followup CRM facilitates smooth and automatic ID verification. For example, when you initiate a new project, the system prompts a KYC check, immediately validating each collaborator’s identity. This ensures that only verified individuals can access sensitive project documents, streamlining collaboration and securing data integrity.

Frequently Asked Questions

How is my data stored after integration?

Data is securely handled with end-to-end encryption, ensuring both Followup CRM and IdentityCheck comply with industry standards.

Can I customize which IDs need verification?

Yes, you have the flexibility to specify the ID types and verification criteria to meet your compliance needs.

What happens if an ID verification is incomplete?

You will receive a notification with steps for resolution, ensuring every check is thoroughly completed.

Final Thoughts

Integrating IdentityCheck into Followup CRM not only simplifies the identity verification process but also boosts the efficiency of your operations. Enhanced security, streamlined workflows, and improved regulatory compliance are just a step away with this seamless integration.