Introduction

Teamwork CRM is your partner in developing a robust sales process, managing company growth, and bringing order to chaotic pipelines. Now, with the integration of IdentityCheck, you can seamlessly enhance your CRM experience with powerful ID verification features. Modern startups and businesses can streamline their operations by ensuring every contact is verified, adding an extra layer of security and trust to your sales pipeline.

Why Connect IdentityCheck to Teamwork CRM

IdentityCheck integrates with Teamwork CRM to revolutionize how you handle onboarding and compliance. Imagine smoothly conducting KYC checks with every new client addition, reducing fraud risks while ensuring compliance. In one example, a tech startup revamped their shareholder voting process using IdentityCheck, transforming their operations and significantly enhancing security.

By integrating these two powerful tools, you place identity verification at the forefront of your sales strategies, keeping your business secure and efficient. Whether you’re verifying contractor credentials or ensuring client authenticity, this integration is designed to keep your data and relationships safe.

Setting Up the Integration

1. Log into your Teamwork CRM account and navigate to the integrations page.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to authorize the connection between your accounts.
4. Configure your ID verification settings to match your business needs.
5. Test the integration with a sample contact to ensure everything is working smoothly.
6. Start using IdentityCheck within Teamwork CRM for seamless identity verification.

How It Works in Teamwork CRM

Once integrated, using IdentityCheck within Teamwork CRM becomes second nature. For example, a recruiter can quickly verify a freelance candidate’s identity before granting access to company resources. Simply select a contact, initiate a KYC check, and receive instant feedback. This process not only saves time but also ensures you’re engaging with verified identities.

Frequently Asked Questions

Where is my data stored? Your data is securely stored in compliance with all relevant regulations, ensuring privacy and security.

Can I customize the verification message? Yes, IdentityCheck allows customization to match your company’s branding and tone.

What if someone doesn’t complete the ID check? You can set up automated reminders or follow-up manually within Teamwork CRM to ensure compliance is met.

The Smart Way to Verify in Teamwork CRM

Integrating IdentityCheck with Teamwork CRM empowers you with seamless identity verification directly within your CRM environment. By prioritizing secure interactions and efficient processes, your sales team can focus more on growth and less on potential risks. Elevate your CRM capabilities today with secure, simple ID checks built into your workflow.