Related Products
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About
Receive crucial documentation from customers in minutes. They simply upload or take a photo of their sensitive information and send it across securely instantly. Unlimited amount of document uploads of any size. Upload and send documents from anywhere zero hassle. Auto-edge cropping and dynamic document alignment. Stand out from the competition and offer your customers a seamless onboarding experience. With the platform doing the hard work for you, you can focus on delivering outstanding service. Unchain your staff from the shackles of admin and allow them to spend time building up your customer base. Our clients have seen an increase in sales of up to 35%. Work smarter not harder - dramatically reduce labour and keep business costs down. FastDox cuts postage costs by 95% and helps to ensure repeat business.
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About
Meetings, mails, calls or internal notes. Log it all in the system. Store generated or uploaded documents. Complete history of cooperation you will find in one place. Help yourself and coworkers with high quality service. You don’t have to adapt the organization to the app, introduce your own solution. Adjust the forms and work with worked-out solutions. Centrally shared information helps avoid duplication. Information can be tagged and segmented. Define what details are crucial to fill in. Written down data you can filter and collate in reports. Garner information for better understanding of clients preferences. Send apropriate quotes in the most relevant moment. Managing business relations was never that simple.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Companies looking for a customer onboarding platform
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Audience
CRM solution for organizations
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£40 per user
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
$27 per month
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationFastDox
Founded: 2018
United Kingdom
fastdox.co.uk
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Company InformationHelmdeck
Founded: 2015
Poland
helmdeck.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Supported
Mobile Access
Supported
Quotes / Proposals
Not Supported
Segmentation
Not Supported
Social Media Integration
Not Supported
Task Management
Supported
Territory Management
Supported
AML Features
Behavioral Analytics
Not Supported
Case Management
Supported
Compliance Reporting
Supported
Identity Verification
Supported
Investigation Management
Not Supported
PEP Screening
Not Supported
Risk Assessment
Not Supported
SARs
Not Supported
Transaction Monitoring
Supported
Watch List
Not Supported
Digital Signature Features
Audit Trail
Supported
Authentication
Supported
Auto Reminders
Supported
Customizable Templates
Not Supported
Document Analytics
Supported
Mobile Signature
Supported
Multi-Party Signing
Not Supported
Progress Tracking
Supported
Task Progress Tracking
Supported
Lead Management Features
Activity Tracking
Supported
Campaign Management
Supported
Lead Capture
Supported
Lead Distribution
Supported
Lead Nurturing
Not Supported
Lead Scoring
Supported
Lead Segmentation
Supported
Pipeline Management
Supported
Prospecting Tools
Not Supported
Source Tracking
Not Supported
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CRM Features
Calendar/Reminder System
Supported
Call Logging
Not Supported
Document Storage
Not Supported
Email Marketing
Supported
Internal Chat Integration
Supported
Lead Scoring
Supported
Marketing Automation Integration
Not Supported
Mobile Access
Not Supported
Quotes / Proposals
Not Supported
Segmentation
Supported
Social Media Integration
Not Supported
Task Management
Not Supported
Territory Management
Not Supported
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Integrations
WWS Open API
Not Supported
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