Highrise + StackGo
Run compliance from inside Highrise. Checks start from a record and the result lands back on the client.
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert.
Description supplied by Highrise.
What starts a check
You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.
| Event | What StackGo does | What comes back |
|---|---|---|
| A deal or opportunity is won | Starts intake and runs identity | Status on the contact |
| A contact is created | Sends a branded verification request | Verification status |
| Contact details change | Re-screens against sanctions and PEP lists | Updated status, alert if changed |
What StackGo puts back on the record
A Highrise connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.
- Verification status
- Risk rating
- Last checked
- Report link
- Verified name
- Date of birth
- Document checked
- Screening result
- Beneficial owners
- Form responses
- Verification report (PDF)
Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.
Common questions about Highrise
What is the #1 CRM in the world?
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert.
Questions taken from what people actually search in Australia. We answer only the ones our own data answers.
Want Highrise connected?
Requests decide the build order. Tell us and we will tell you where it sits.
Request this integrationReady to make onboarding minutes, not hours?
Start free and run your first check today, or book a demo and we will walk you through it.