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 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.
About ContractZen
ContractZen is a cloud service that features advanced metadata-driven document and contract management, electronic signature and built-in datarooms (VDR). Secure and easy to use on any device, it enhances governance and business by reducing costs, accelerating processes and minimizing risks. With ContractZen, companies of all sizes, in every industry and in every geography are always prepared for due diligence and audits.
Users can upload and store all of their contracts and other important documents in ContractZen by emailing attached documents directly to the system, or via drag-and-drop. The system automatically attaches metadata to the documents, and users can add additional metadata using visual tagging. Custom hashtags can be created by users and assigned to contracts for flexible categorization. The advanced search engine allows users to search for contract data, and select visual filters to narrow down their search. Contract due dates can be set and automated email reminders sent to team members to ensure that key dates are not missed.
ContractZen also offers meeting management capabilities, allowing users to organize, e-sign and manage executive and board meetings. Meeting invites can be sent out automatically, and attendees can also be reminded of upcoming meetings. Inbuilt Datarooms (VDR) enable the secure sharing of all materials in financial and tax audits, due diligence processes and joint venture situations. With the built-in Company Register, users can manage corporate structures, ownership, board members, auditors, related contact information, and more.
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
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
Features
2-Factor Authentication
API
Chat
Dashboard
Data Export
Data Import
Document Comparison
Email Integration
External Integrations
File Sharing
File Transfer
Google Apps Integration
History/Version Control
Multi-User
Notifications
Password & Access Management
Project 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)
Drag-And-Drop File Upload with Automated Metadata Form creation
Unlimited Number of Documents
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
KYC/AML Checks from CreditSafe or Equifax
Pipedrive Integration
Initial Service Setup Included
3 months Shuttle Together Support
Pricing
Starting from: $19.00/month
Credit card required: No
From basic to pro to enterprise, Binfire covers all business types and sizes.
Basic
$5.00
1 user(s) / month
Included in plan:
Full features, only number of users, projects and storage is limited
10GB
FAQs
Does this service integrate with any other apps?
Pipedrive
Microsoft Dynamics
Does this service offer an API?
Yes to leading CRM applications
Who are the main user groups of this service?
Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC
What is this service generally used for?
Signing Up new customers through your website and partner network.
What are some applications this service is commonly used in tandem with?
Pipedrive
Microsoft Dynamics
Does this service offer guides, tutorials and or customer support?
Online training module for all packages
Dedicated Customer Success Manager for Professional Package
Email and chat support for all
Does this service offer multi-user capability (e.g. teams)?
Yes multi-user capable.
Different administrator options
What platforms does this service support?
All Web apps
FAQs
Does this service offer an API?
Not Yet
Does this service offer guides, tutorials and or customer support?
yes
What is this service generally used for?
Managing work and projects
Does this service integrate with any other apps?
Yes, Google drive, Dropbox and Google Calendar
What are some applications this service is commonly used in tandem with?
CRM, billing and cost management software
Who are the main user groups of this service?
Startups
SMB's
Marketing agencies
Development teams
Remote teams
What platforms does this service support?
Native apps for IOS and Android coming soon
Does this service offer multi-user capability (e.g. teams)?
yes
FAQs
Does this service offer an API?
No, ContractZen does not have an API available.
What is this service generally used for?
The benefits of ContractZen are, for example:
Meeting memos, contracts, and other documents can be signed electronically, with the same enforceability and validity as traditionally signed documents.
Built-in virtual data rooms (VDR) allow users to securely share documents with external individuals and organizations, for joint ventures, tax and financial audits, due diligence, and more.
Metadata is used to create dynamic views of all contracts, and users can limit their searched to precise fields and save search terms to create report-like queries.
Automated email reminders can be created to alert users to important dates, and all contracts can be viewed in the contract calendar.
Files can be imported by dragging-and-dropping them into the system, or by emailing documents directly to ContractZen.
Does this service integrate with any other apps?
ContractZen integrates with the following applications: Microsoft Office 365, Assently.
Does this service offer multi-user capability (e.g. teams)?
Yes, you can add as many users as you want (Note: Pricing is billed per user).
What platforms does this service support?
ContractZen is web-based so it works on any device. In addition, we have a native iPhone/iPad App.
Does this service offer guides, tutorials and or customer support?
ContractZen offers the following support options: FAQs, Forum, Knowledge Base, Online Support.
Who are the main user groups of this service?
ContractZen has the following typical customers: Large Enterprises, Mid Size Business, Small Business. ContractZen is well suited for companies of all sizes, in every industry and in every geography. Our users are typically financial and administrative personnel, legal professionals and executives.
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