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.