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.
Awarded the Quality Choice Award
Awarded the Happiest Users Award
Shuttle currently scores 89/100 in the Sales Management category. This is based on user satisfaction (94/100), press buzz (31/100), and other relevant information on Shuttle gathered from around the web.
| The score for this software has declined over the past month. What is this? |
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)
Product recommendations, vendor rankings, market overview and tips on how to select Sales Management software for business. Published in April 2023.
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 ...
FREE DOWNLOAD Sales-Management-Software-Buyer-Guide-2018.pdfPipedrive
Microsoft Dynamics
Pipedrive
Microsoft Dynamics
Yes to leading CRM applications
Challenger Banks, P2P Lenders,Commercial Finance Lenders and Brokers, Professional Service companies such as Accountants that need to conduct AML/KYC
Signing Up new customers through your website and partner network.
Online training module for all packages
Dedicated Customer Success Manager for Professional Package
Email and chat support for all
Yes multi-user capable.
Different administrator options
All Web apps
