IdentityCheck Integration with OpenCRM

OpenCRM offers a comprehensive suite of features designed to manage sales, customers, contacts, finances, projects, and more. As a leading UK CRM system, it empowers businesses to efficiently centralize operations with a user-friendly approach. Integrating IdentityCheck with OpenCRM enhances this toolkit by delivering seamless identity verification solutions, enabling businesses to streamline their workflows and ensure compliance with ease.

Why Connect IdentityCheck to OpenCRM

The integration of IdentityCheck with OpenCRM brings substantial advantages. First, it automates the identity verification process, which is crucial for maintaining accurate and compliant customer records. Second, it helps businesses save time and reduce manual errors by integrating KYC checks directly into the CRM workflow. Third, it offers enhanced security and confidence in customer interactions by ensuring identities are verified efficiently.

A relevant case study exemplifying the benefits of this integration can be found with Guardian Tax Solutions, which achieved a 90% reduction in onboarding time, highlighting the transformative power of integrating IdentityCheck into existing processes.

Setting Up the Integration

1. Log in to your OpenCRM account.
2. Navigate to the Integration settings section.
3. Select ‘IdentityCheck’ from the list of available integrations.
4. Enter your IdentityCheck API credentials to authenticate the connection.
5. Configure the identity verification preferences to suit your business needs.
6. Complete the process by saving the configuration.

How It Works in OpenCRM

Once set up, the ID verification process is seamlessly integrated into your customer management workflow. For instance, when onboarding a new client, IdentityCheck automatically triggers a KYC check. This ensures the client’s identity is verified accurately and efficiently within OpenCRM, providing a smooth and trustworthy experience for both staff and customers.

Frequently Asked Questions

Where is verified data stored? Verified data is securely stored within OpenCRM, adhering to industry-standard encryption and data protection protocols.

Can I customize the KYC process? Yes, the integration allows flexibility in setting up identity verification flows to match your specific compliance and business needs.

What happens if an identity check is incomplete? You will be notified instantly, allowing you to follow up promptly and ensure the verification process is completed successfully.

Final Thoughts

Integrating IdentityCheck with OpenCRM not only enhances ID verification processes but also aligns your business with industry standards, improving security and compliance with minimal effort. By embedding seamless identity checks within your CRM, you can ensure a reliable and efficient workflow.