Introduction

Discover the seamless synergy between Perfex CRM and IdentityCheck for enhanced customer management and security. Perfex CRM, known for its capability to seamlessly integrate systems and automate tasks, promises “One place for you to keep all the details of your customers.” With core features like project management, seamless invoicing, and efficient time-tracking, Perfex CRM is engineered to elevate business efficiency. For businesses seeking precise ID verification and KYC checks, integrating IdentityCheck with Perfex CRM offers a robust solution to streamline and secure customer interactions.

Why Connect IdentityCheck to Perfex CRM

Integrating IdentityCheck with Perfex CRM transforms your business operations by ensuring accurate identity checks directly from the CRM interface, enhancing client security, and reducing manual effort. Experience the benefits of streamlined KYC checks and effective ID verification processes without leaving your CRM environment. This combination not only boosts operational efficiency but also enhances compliance with industry regulations. A compelling example is Wardle Partners, which achieved a 5-10x ROI, saved 30 minutes per client, and cut costs by 50% through IdentityCheck.

Setting Up the Integration

1. Log in to your Perfex CRM account and navigate to the Integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click ‘Connect’ and enter your IdentityCheck API credentials.
4. Configure your ID verification settings based on client requirements.
5. Perform a test ID verification to ensure connectivity and smooth operation.
6. Begin using IdentityCheck for all your client authentication needs directly within Perfex CRM.

How It Works in Perfex CRM

Once integrated, accessing IdentityCheck from within Perfex CRM is intuitive. When adding a new client in Perfex CRM, simply select the ‘Verify Identity’ option to initiate an ID verification process. For example, onboarding a new client involves inputting their basic information followed by a KYC check prompt using IdentityCheck. The system processes this data, ensuring a secure and verified client profile is created promptly.

Frequently Asked Questions

How is my data stored after verification?
All data is securely encrypted and stored according to industry standards, ensuring privacy and compliance.

Can I customize the ID verification process?
Yes, IdentityCheck allows customization of the verification parameters to suit your business needs.

What happens if a verification is incomplete?
Incomplete checks can be reviewed and reattempted manually within Perfex CRM, ensuring no client is left behind.

In Summary

Integrating IdentityCheck with Perfex CRM revolutionizes how you manage customer interactions by embedding reliable ID verification processes directly within your existing workflow. Achieve unparalleled efficiency and client trust with this powerful integration, laying the foundation for secure and seamless business operations.