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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.

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.

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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

Audience

Companies looking for a customer onboarding platform

Audience

CRM solution for organizations

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

£40 per user
Free Version Not Supported
Free Trial Not Supported

Pricing

$27 per month
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

FastDox
Founded: 2018
United Kingdom
fastdox.co.uk

Company Information

Helmdeck
Founded: 2015
Poland
helmdeck.com

Alternatives

Alternatives

SpinOffice CRM

SpinOffice CRM

Mulberry Garden
CVenture

CVenture

Chamunda Tech-Net Service

Categories

AML Supported
CRM Supported
Digital Signature Supported
Lead Management Supported

Categories

CRM Supported

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

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

Integrations

WWS Open API Supported

Integrations

WWS Open API Not Supported
Claim FastDox and update features and information
Claim FastDox and update features and information
Claim Helmdeck and update features and information
Claim Helmdeck and update features and information