Signing up customers and completing KYC & AML checks manually can be time-consuming. With the Shuttle Sales Portal, customers complete forms, sign agreements and communicate with you digitally in real time. Shuttle partners with Equifax, Onfido, Credit Safe and Passport Proven giving you instant ID verification, credit and background checks.
Shuttle works from both your website and partner network and is provided as a white label solution in your look and feel.
Get Started with Our FREE Partner Sign Service – start signing up your partners and introducers directly from your website.
About Zoho Books
Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.
You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.
About Binfire
Binfire is complete work and project management software. It support all project management methodologies like formal, Agile and Hybrid. It has a full function task management system with subtasks, dependencies, Gantt, multiple resource assignment and more.
Time tracking is built in the app with resource management and bug tracking to complete the list. Collaboration feature like message board, chat and interactive whiteboard are also included. You get everything you need in a work management software.
Features
API
Audience Targeting
Budgeting
Calendar Management
Contact Management
Contact Sharing
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Email Integration
Expense Tracking
External Integrations
Forecasting
Google Apps Integration
Inventory Tracking
Lead Management
Lead Scoring
Marketing Automation
Multi-Currency
Multi-User
Notifications
Project Management
Referral Tracking
Scheduling
Supplier Management
Third-Party Plugins/Add-Ons
Travel Management
Call Tracking
Call Disposition
Softphone
Sales Motivator
Features
2-Factor Authentication
Accounts Payable
Accounts Receivable
API
Balance Sheet
Billing/Invoicing
Budgeting
Calendar Management
Contact Management
CRM Integration
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Forecasting
General Account Ledger
Inventory Tracking
Multi-Currency
Multi-User
Notifications
P&L
Payroll
Supplier Management
Tax Management
BitCoin
PayPal
Stripe
SAP Integration
Features
API
Batch Permissions & Access
Budgeting
Calendar Management
Contact Management
Contact Sharing
Customer Management
Dashboard
Data Export
Data Import
Data Visualization
Expense Tracking
External Integrations
Gantt Charts
Multi-User
Notifications
Scheduling
Task Scheduling/Tracking
Third-Party Plugins/Add-Ons
Travel Management
Resource Management
Summary
Let Partners Sign Up From Your Website
Let Partners start referring business and track progress
Let customers upload KYC information
Customers complete proposals using digital signatures
Instant KYC/AML feeds from Equifax, Creditsafe, Onfido & Passport Proven
Flexible Form completes, create your own or use existing (ie Direct Debit)
Summary
Invoicing: create, manage and send customer invoices and accept online payments.
Bills: manage vendors and keep track of the bills to be paid.
Expenses: upload expense receipts and track business expenses
Banking: connect online bank and credit card feeds.
Workflows: trigger email notification and field updates in Zoho Books with custom workflows
Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L
Summary
No key features associated with this application.
Pricing
Starter Package
Free
Included in plan:
Sign Up Partners From Your Website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
AML/KYC Checks from Creditsafe or Equifax (chargeable)
Pipedrive Integration
Initial Service Setup Included
SME
$85.00
5 user(s) / month
Included in plan:
Web Direct Journey
Accept Applications from your website
Up to 5 Internal Users
iFrame Web Form
Five Forms (Contract, T&Cs)
Unlimited Digital Signatures
20 Companies House Lookups
Passport/ID Verification from Passport Proven or Onfido (chargeable)
AML/KYC Checks from Creditsafe or Equifax
Pipedrive Integration
Initial Service Setup Included
Professional
$275.00
10 user(s) / month
Included in plan:
Get Partners Referring Business
Web Direct and All Partner Journeys
10 Internal Users, 10 Partner Licences
iFrame Web Form
10 Forms (Contract, T&Cs)
Unlimited Digital Signatures
Unlimited Companies House Lookups
Passport/ID Verification From Passport Proven or Onfido
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