Introduction

Welcome to a new era of seamless customer relationship management with Keep In Touch, the cloud-based CRM system that revolutionizes the sales process for builders, enhancing follow-up on inquiries automatically. Keep In Touch promises ease-of-use, guaranteeing you can learn the system in under 60 minutes. Integrated with IdentityCheck, enjoy robust ID verification to boost your sales and compliance efforts. Together, these tools streamline customer engagement while ensuring reliable identity checks are seamlessly conducted.

Why Connect IdentityCheck to Keep In Touch

Integrating IdentityCheck with Keep In Touch offers tailored benefits that appeal to builders focused on improving their sales processes. First, you gain efficient know-your-customer (KYC) checks that automatically verify identity with accuracy. This means less time wasted on manual processes, and more focus on growing client relationships. Additionally, it saves costs associated with non-compliance through automated audit trails and enhanced security. Consider how IdentityCheck transformed processes for Fullstack Advisory, achieving compliance effortlessly.

Setting Up the Integration

• Log in to your Keep In Touch account.
• Navigate to the integrations section in your dashboard.
• Select IdentityCheck from the available apps list.
• Follow the on-screen instructions to authorize the connection.
• Configure the settings to match your business policy for ID verification.
• Start enjoying automated identity checks directly in your workflow.

How It Works in Keep In Touch

Once integrated, IdentityCheck runs your ID verification processes in the background. For instance, when a new potential client enquiry is logged into Keep In Touch, IdentityCheck instantly runs a KYC check. This ensures each new lead is verified before any sales action is initiated, maintaining the integrity of your client acquisition strategies.

Frequently Asked Questions

Where is the data stored?

All ID checks are securely stored in compliance with data protection laws.

Can I customize verification criteria?

Yes, IdentityCheck allows customization to fit specific business needs and compliance requirements.

What happens if a check is incomplete?

You will receive an alert in Keep In Touch to retry or manually verify the identity.

Final Thoughts

Integrating IdentityCheck with Keep In Touch not only enhances your sales workflow but also ensures compliance with ease. It streamlines identity verification, allowing you to focus on building robust client relationships without the hassle of manual checks. Try this powerful combination today and experience a transformation in efficiency and security.