Introduction

Welcome to the integration of IdentityCheck with Propeller CRM, a minimalist CRM tool designed for sales and marketing teams to streamline their workflow directly inside Gmail and Google Suite. Propeller CRM’s mission of helping you manage emails and contacts seamlessly aligns perfectly with the enhanced security and efficiency brought by IdentityCheck. IdentityCheck adds a robust layer of ID verification capabilities, ensuring secure interactions and compliance all within your everyday sales tools.

Why Connect IdentityCheck to Propeller CRM

By linking IdentityCheck with Propeller CRM, you capitalize on a centralized platform that brings multiple advantages:

• Streamline Workflow: With identity verification managed directly within Propeller CRM, touchpoints with clients become more efficient, allowing sales teams to focus on building relationships rather than administrative tasks.
• Enhanced Security: Adding IdentityCheck ensures that all customer interactions are not only faster but also more secure, thanks to seamless KYC checks that verify identities instantly.
• Increase ROI: For instance, take a look at how Wardle Partners’ case study where the integration saved time and significantly cut costs.

Setting Up the Integration

1. Log in to your Propeller CRM account.
2. Navigate to the integrations section within your settings.
3. Select IdentityCheck from the available integrations list.
4. Authorize Propeller CRM to access your IdentityCheck account.
5. Configure the settings according to your identity verification requirements.
6. Start performing identity checks directly within Propeller CRM.

How It Works in Propeller CRM

Once set up, the integration lets you perform identity verification checks seamlessly within Propeller CRM. For example, when you receive a new contact inquiry, you can immediately initiate a KYC check without leaving your inbox, ensuring that all client interactions are authenticated from the start.

Frequently Asked Questions

• Where is my data stored? Your data is securely stored with IdentityCheck, adhering to strict privacy standards.
• Can I customize the verification process? Yes, the integration allows for customization of the ID check parameters to suit your business needs.
• What if a check is incomplete? Incomplete checks can be revisited and completed at any stage within the Propeller CRM interface.

In Summary

Integrating IdentityCheck with Propeller CRM not only enhances security through robust ID verification but also streamlines workflows directly within your existing tools. Experience a seamless union of compliance and efficiency, making identity checks in Propeller CRM a breeze.