Client Management

Track and manage client data clearly and easily with flexible, customizable tools:

  • Track and print client data in our simple, single-page KYC section.
  • Define custom data fields yourself with multiple formatting options.
  • Increase your efficiency with credit scoring capabilities.
  • Upload and manage pictures and signatures related to your clients.
  • Use our client mapping extension to improve field efficiency and view the geographical distribution of your clients.
  • Upload and track scans of official documents such as ID cards and business licenses within the system.

 

Client Management Page

Picture & Signature Management

Client Mapping