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What is Shuttle?

Shuttle is a sales portal built for regulated businesses to grow their partner sales. Partners sign up, refer business, then you complete deals with e-signing and KYC feeds.

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.

Shuttle currently scores 41/100 in the Sales Management category. This is based on press buzz (32/100), recent user trends (falling), and other relevant information on Shuttle gathered from around the web.

The score for this software has improved over the past month. What is this?
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Sales Management Market Radar

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Shuttle Product Overview

  • 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)

Languages Supported: English

Sales Management Software Buyer Guide 2021

Product recommendations, vendor rankings, market overview and tips on how to select Sales Management software for business. Published in October 2021.

Software designed for sales management helps sales managers and their teams work through the sales process from beginning to end. The features of sales management software typically focus on areas, such as, developing and managing a sales force, defining a ...


Shuttle Features

  • 2-Factor Authentication
  • API
  • Audience Targeting
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • CRM Integration
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Expense Tracking
  • External Integrations
  • File Sharing
  • File Transfer
  • 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
  • Electronic Signature
  • Call Tracking
  • Call Disposition
  • Softphone
  • Sales Motivator
Shuttle Pricing

Shuttle Pricing Plans

Starter Package

  • 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


5 user(s) / month
  • 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


10 user(s) / month
  • 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

Plans starting from: $0.00/month Credit card required: No

Shuttle FAQs

What are some applications Shuttle is commonly used in tandem with?

Microsoft Dynamics

Does Shuttle integrate with any other apps?

Microsoft Dynamics

Does Shuttle offer an API?

Yes to leading CRM applications

Who are the main user groups of Shuttle?

Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC

What is Shuttle generally used for?

Signing Up new customers through your website and partner network.

Does Shuttle 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 Shuttle offer multi-user capability (e.g. teams)?

Yes multi-user capable.
Different administrator options

What platforms does Shuttle support?

All Web apps

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