IdentityCheck: Streamlining ID Verification with Workamajig

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Workamajig, a comprehensive project management software tailored for the creative industry, helps improve client relationships with robust CRM capabilities. Leveraging its core features like adding contacts, opportunities, and activities, Workamajig optimizes workflow efficiency. With the integration of IdentityCheck, you can now enhance these capabilities by seamlessly incorporating cutting-edge ID verification into your CRM processes.

Why Connect IdentityCheck to Workamajig

By integrating IdentityCheck, you optimize client onboarding through automated and reliable identity verification processes. Here are key benefits:

• Enhanced Security: Protect your CRM data with secure KYC checks, ensuring that user identities are verified accurately, reducing the risk of fraud.
• Improved Efficiency: Save time and resources by automating identity checks, while still adhering to industry compliance standards.
• Client Satisfaction: Swift, frictionless verifications boost your business‚Äôs reputation and client satisfaction.

Discover how Wardle Partners achieved 5-10x ROI and saved 30 minutes per client with IdentityCheck. Read the full case study here.

Setting Up the Integration

1. Log in to your Workamajig account and navigate to the integrations section.
2. Select IdentityCheck from the list of available integrations.
3. Click “Connect” and authorize the integration according to the provided instructions.
4. Configure the verification settings to align with your business requirements.
5. Run a test identity check to confirm everything is working correctly.

How It Works in Workamajig

Once integrated, IdentityCheck enables you to initiate instant identity verification directly from a client profile. For instance, when adding a new contact to your CRM, select “Verify Identity” to trigger the KYC process, ensuring all necessary compliance details are checked and stored securely within Workamajig.

Frequently Asked Questions

How is my data stored?

All data is encrypted and stored securely, adhering to the highest industry standards for data protection and privacy.

Can I customize the verification process?

Yes, you can tailor the ID check parameters to fit your specific industry requirements and business needs.

What if a verification is incomplete?

In case of an incomplete verification, you will receive alerts, allowing you to follow up with the client or repeat the process as needed.

Final Thoughts on Identity Verification in Workamajig

Integrating IdentityCheck with Workamajig revolutionizes how creative firms manage client relationships, combining ease of use with tight security. Elevate your CRM capabilities today and maintain the integrity of your client data with seamless identity verification solutions.