Introduction

Solve CRM is a cutting-edge productivity platform designed for teams to seamlessly manage customer workflows. With features focused on enhancing record keeping, scheduling, and communication, it’s an essential tool for mobile teams. When you integrate IdentityCheck with Solve CRM, you supercharge these capabilities with advanced ID verification, making customer onboarding and compliance a breeze.

Why Connect IdentityCheck to Solve CRM

Integrating IdentityCheck with Solve CRM provides a robust solution to streamline your customer onboarding process while ensuring compliance with Know Your Customer (KYC) regulations. It is especially valuable for businesses needing to verify identity as a fraud prevention measure. In one example, Guardian Tax Solutions cut their onboarding time by 90% using IdentityCheck, signifying its efficiency and cost-effectiveness.

The integration facilitates quick and secure ID verification, which helps in eliminating manual errors and reducing the risk of fraud. This makes it easier for businesses to focus on core activities while ensuring that every identity check is thorough and accurate.

Setting Up the Integration

1. Log in to your Solve CRM account.
2. Navigate to the “Integrations” section in the settings menu.
3. Search for “IdentityCheck” and select it from the list.
4. Follow the on-screen instructions to connect your IdentityCheck account with Solve CRM.
5. Configure the integration settings according to your business needs.
6. Save and test the integration to ensure everything is functioning correctly.

How It Works in Solve CRM

Once integrated, IdentityCheck operates seamlessly within Solve CRM. For example, when a recruiter wishes to verify a freelancer’s identity before granting them access to internal resources, they can initiate an ID check directly within Solve CRM. The automated process ensures that identity verification is comprehensive and timely, all while keeping user data secure.

Frequently Asked Questions

Where is my data stored? Your data is securely stored in compliance with industry standards and privacy regulations.

Can I customize the verification message? Yes, you can tailor the verification messages to reflect your brand and enhance customer experience.

What if someone doesn’t complete the ID check? You will receive notifications and can follow up with the individual to complete their identity verification.

Wrapping Up

Integrating IdentityCheck with Solve CRM not only enhances your customer onboarding process through efficient ID verification but also significantly reduces fraud risks. This seamless integration ensures a smooth and secure workflow, allowing your team to focus on what truly matters: building lasting customer relationships and optimizing business processes.