Xodox

Unlock exclusive discounts on the latest tech. Limited-time offers. Shop now and save!

Book a Demo
Sign In
Signup

Simplify Compliance with Xodox CRM

The KYC Module in Xodox CRM enables businesses to manage customer details efficiently while ensuring compliance with KYC requirements. This module is a powerful tool to maintain accurate records, map services, and generate detailed client reports.

Start 15 Days Trial
Book a Demo
  • No contract, Cancel Anytime

Key Features of the KYC Module

Client Matrix
  • Generate detailed KYC forms with all necessary client information.
  • Map services and items directly to clients for a comprehensive overview.
Custom Fields Management
  • Manage client details linked with custom fields tailored to your business needs.
  • Keep all client information organized and accessible.
Document Mapping
  • Upload and map KYC documents such as IDs, contracts, and certifications.
  • Support for image uploads for quick document access.
Customizable KYC Forms
  • Personalize KYC forms with your logo, client logo, or picture.
  • Set custom headings and font colors to match your branding.
Download and Print Options
  • Generate client details in pre-defined templates for easy printing.
  • Export client and service reports as PDF files.
Service Mapping
  • Map services and items to clients vice versa for seamless tracking.
  • Generate service-based client reports for better analytics.
Export Reports
  • Export detailed reports with mapped client services and KYC compliance information.
  • Stay audit-ready with comprehensive reports.

Benefits of the KYC Module

Streamlined Compliance
Meet KYC compliance requirements effortlessly with detailed client records and mapped documents.
Enhanced Record-Keeping
Maintain organized records with linked custom fields and mapped KYC documents.
Improved Customer Insights
Gain a clear understanding of services provided to each client with service mapping.
Customizable Forms
Create professional and branded KYC forms tailored to your business needs.
Quick Report Generation
Export detailed reports in minutes for audits, compliance checks, or internal analysis.

How Xodox KYC Module Works

Client Registration

Add client details and upload KYC documents with ease.

Service Mapping

Map services or items to clients, linking all relevant data.

Generate Reports

Create and export client service reports for compliance and audits.

Custom Forms

Personalize KYC forms with branding and custom settings.

Why Choose Xodox CRM for Fixed Equipment Management?

KYC Module1
KYC Module2
KYC Module3
KYC Module4
KYC Module5

Success Stories from Diverse Industries

The Xodox KYC Module has streamlined our compliance process and helped us stay audit-ready with ease.

Sarah J.

Financial Services Firm
With accurate client records and customizable forms, we’ve improved service tracking significantly.

Alex R.

Healthcare Provider
Mapping client details with services has made our customer management seamless.

Priya S.

Real Estate Company
We love the branded KYC forms. They enhance our professionalism and save us time.

James K.

Retail Business
The ability to export detailed client service reports has improved our client analysis and compliance workflows.

Emily T.

IT Consultancy

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
Sign Up Now
15 Days free trial
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
Sign Up Now
15 Days free trial

Need help with our plans?

Book a demo
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.

Call to Action

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