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About Shuttle

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 DocuSign

Easy to use, Docusign is secure and global, with more than 50 million users in 188 countries around the world. It also offers simple and intuitive user experience, accessible from anywhere on any device.

About ViduPM Tool

ViduPM is a comprehensive project management tool, one-stop solution for digital marketing companies, software development companies, SEO/IT services and for freelancers.

This tool is built to help users stay on top of their Project Management, SEO Operations, Invoice Management, Reporting, Team Management, Time tracking, Client Communications.

ViduPM provides users with a robust feature set that, the software offers many free integrations with popular applications that you already use, including PayPal, Google Analytics, Google Drive, Dropbox Facebook, Harvest and more.

ViduPM is built specially to increase the work productivity, growth of business with high-end results which meets client expectation.

Benefits of using ViduPM

It increases work efficiency.
It gives you the high-level overview of projects
It keeps associate updated ( clients and team members ).
It increases work flexibility
It reduces risk
It provides you the structured process/ workflow.
It is a time-saving tool
It improves communication
It improves accountability
It works well with an existing tool.

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
  • API
  • Calendar Management
  • Contact Management
  • Data Export
  • Data Import
  • Document Comparison
  • External Integrations
  • File Sharing
  • File Transfer
  • Multi-User
  • Notifications
  • Scheduling
  • Electronic Signature
  • 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

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

  • Global

  • Secure

  • Intuitive

  • Easy to Use

Summary

  • That tool comes with multiple Seo features like Task & Milestone Management, Link Management, Google Analytics, Social Media Management and more

  • Integrated with most popular application such as Google Drive, Drop box, Google Analytics, Facebook Metrics, PayPal.

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

Personal

$10.00
1 user(s) / month
Included in plan:
  • Single user only
  • Send documents for signature: 5/month
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages

Standard

$25.00
1 user(s) / month
Included in plan:
  • Send documents for signature
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages
  • Reminders & notifications
  • Personalized branding

Business Pro

$40.00
1 user(s) / month
Included in plan:
  • Send documents for signature
  • Basic fields
  • Mobile app
  • Reusable templates
  • Basic workflows
  • Real-time audit trail
  • Integrates with Dropbox, Google Drive, and more.
  • Multiple languages
  • Reminders & notifications
  • Personalized branding
  • Advanced fields
  • Signer attachments
  • Bulk Send
  • PowerForms
  • Collaborative fields
  • In-person signatures
  • Advanced authentication$

Pricing

Free

Free
Included in plan:
  • 2 Projects
  • 250 MB Space
  • Free Setup
  • Unlimited users

Startup

$24.00
unlimited user(s) / month
Included in plan:
  • 10 Project
  • 5 GB Space
  • Free Setup
  • Unlimited Users

Small Office

$49.00
unlimited user(s) / month
Included in plan:
  • 50 Projects
  • 20 GB Space
  • Free Setup
  • Unlimited users

Office

$99.00
unlimited user(s) / month
Included in plan:
  • 100 Projects
  • 30 GB Space
  • Free Setup
  • Unlimited users

Professional

$149.00
unlimited user(s) / month
Included in plan:
  • 50 GB Space
  • Free Setup
  • Unlimited users
  • Unlimited Project

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

    No FAQs associated with this application.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
Croydon
Employees:
2-10
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Other

Who uses Shuttle
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • WinPhone
Languages:
English
Regional Restrictions:
No restrictions.

Other

Regional Restrictions:
No restrictions.

Other

Who uses ViduPM Tool
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English
Regional Restrictions:
No restrictions.
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