Introduction

Welcome to a smarter way of managing construction projects with Projul, the all-in-one construction management software. With its mission to efficiently manage your business, Projul brings together task management, estimating, invoicing, CRM, and more. Now, enhance your Projul experience with IdentityCheck — a seamless integration that boosts your ID verification process with ease.

Why Connect IdentityCheck to Projul

Integrating IdentityCheck with Projul transforms your project’s management ecosystem by streamlining operations. Here are key benefits:

• Enhanced Security: Elevate your CRM by incorporating robust ID verification, ensuring only verified identities are entered into your system.
• Efficient Onboarding: Reduce the time required for client onboarding, enabling a more efficient workflow.
• Cost Reduction: By automating KYC checks, minimize overhead costs associated with identity verification processes.

Find out how IdentityCheck provided Wardle Partners a 5-10x ROI, saving 30 minutes per client and slashing costs by 50% — proof of the tangible benefits of integrating IdentityCheck with your existing systems.

Setting Up the Integration

1. Log in to your Projul account.
2. Go to the application settings and find the integration section.
3. Select IdentityCheck from the list of available integrations.
4. Follow the prompts to authenticate and connect your IdentityCheck account.
5. Configure your identity verification preferences to suit your workflow.
6. Test the integration with a dummy client profile to ensure seamless operation.

How It Works in Projul

Once integrated, IdentityCheck works seamlessly within Projul. For instance, when adding a new client to your CRM, you can initiate a KYC check directly within Projul. The process is simple: as you input client details, IdentityCheck verifies identity automatically, ensuring only valid records are onboarded into your Projul dashboard. This not only enhances data accuracy but also reduces manual entry errors significantly.

Frequently Asked Questions

How is data stored during identity verification?

All verified data is securely stored within IdentityCheck’s encrypted servers, ensuring compliance with data protection regulations.

Can I customize the verification process?

Yes, IdentityCheck allows customization of KYC checks, ensuring they meet your specific business requirements and regulatory standards.

What happens if a check is incomplete?

In case of an incomplete identity check in Projul, the system will notify you to reinitiate the verification process, ensuring all data is verified.

Final Thoughts

Integrating IdentityCheck with Projul significantly enhances your construction management operations, providing robust security and efficiency. With streamlined processes and verified identities, you’re equipped to handle projects with enhanced confidence and reduced operational load.