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Simplify Compliance with Xodox CRM

The KYC Module in Xodox CRM enables businesses to manage customer details efficiently while ensuring full compliance with KYC requirements. This powerful know your customer software helps companies verify client identities, maintain accurate records, and streamline KYC verification processes with ease.

As a complete compliance CRM, it simplifies customer onboarding while improving data security and regulatory compliance. With Xodox’s compliance software, organizations can map services, manage approvals, and generate detailed client reports instantly.

Whether you’re a financial institution, real estate firm, or service provider, the compliance management software within Xodox CRM ensures transparency, accuracy, and trust in every client interaction.

Key Features of the KYC Module

Client Matrix
  • Generate detailed KYC forms with all essential client information.
  • Map services and clients for a clear and comprehensive overview within the compliance CRM.
Custom Fields Management
  • Manage client details with flexible custom fields tailored to your business needs.
  • Keep all compliance-related data well-organized and accessible using compliance management software tools.
Document Mapping
  • Upload and map critical KYC documents such as IDs, contracts, and certifications.
  • Ensure secure access and document validation through advanced KYC verification features.
Customizable KYC Forms
  • Personalize KYC forms with your brand logo, color, and layout.
  • Adjust form settings to match business requirements using know your customer software.
Download and Print Options
  • Generate client details in pre-defined templates for easy sharing and auditing.
  • Export KYC and client reports as PDFs directly from your compliance software dashboard.
Service Mapping
  • Map services and clients across departments for seamless data tracking.
  • Generate detailed, service-based reports for smarter compliance management.
Export Reports
  • Export detailed, mapped KYC compliance information instantly.
  • Stay audit-ready with comprehensive reports generated through compliance management software.

Benefits of the KYC Module

Streamlined Compliance

Meet KYC and regulatory requirements easily with detailed client records, mapped documents, and automated workflows powered by compliance management software.

Enhanced Record-Keeping

Maintain organized and up-to-date client records with linked custom fields and mapped KYC data. The compliance software keeps all documentation secure and easily accessible.

Improved Customer Insights

Gain complete visibility into client relationships and service mapping. The compliance CRM provides valuable insights to help improve decision-making and customer management.

Customizable Forms

Create professional, branded KYC forms tailored to your business needs. Customize layouts and fields directly within the know your customer software.

Quick Report Generation

Export detailed compliance reports in minutes for audits, checks, or internal analysis. Automate reporting with compliance management software to save time and reduce errors.

How Xodox KYC Module Works

Client Registration

Add client details effortlessly and upload necessary KYC documents with ease. The compliance software ensures every record is securely stored and easy to retrieve.

Service Mapping

Map services or items to specific clients, linking all relevant data automatically. With compliance management software, tracking service relationships becomes simple and transparent.

Generate Reports

Create and export detailed client service reports for audits and compliance purposes. This compliance CRM automates report generation, reducing manual effort and ensuring accuracy.

Custom Forms

Design and personalize KYC forms with your branding and preferred settings. The know your customer software allows you to tailor forms for smoother KYC verification and onboarding.

How Choose Xodox CRM for Kyc Module?

Success Stories from Diverse Industries

Simple Pricing, Powerful and Unlimited Features

Go Monthly
Xodox CRM Features
$29
$
20
/Month
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support
Most Popular
Go Annually
Xodox CRM Features
$259
$
220
/Year
Minimum 2 Users required
Contact Management
Sales Automation
Project Management
Task Management
Marketing Automation
Reports & Analytics
Invoices
Estimates
Web Forms
24/7 Support

Need help with our plans?

30-Day Guarantee

Risk-free with a 30-day money-back promise.

Intuitive Design

Easy to adopt, faster to master.

24/7 Support

Always here, anytime you need us.

Frequently Asked Questions

Can I upload custom documents for KYC compliance?

Yes, the module allows you to upload and map custom KYC documents like IDs, contracts, and certifications.

Is the KYC form customizable?

Absolutely! You can customize headings, font colors, and include your branding in the forms.

Can I generate client-specific reports?

Yes, you can generate and export detailed client service reports in PDF format.

Does the module integrate with other Xodox CRM modules?

Yes, it seamlessly integrates with other modules for a unified client management experience.

Can I map multiple services to one client?

Definitely! The module supports vice versa mapping of services and clients.

Get Your CRM Today

Simplify KYC Compliance Today!
Experience the power of Xodox CRM’s KYC Module to enhance compliance and client management.