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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.
Add client details and upload KYC documents with ease.
Map services or items to clients, linking all relevant data.
Create and export client service reports for compliance and audits.
Personalize KYC forms with branding and custom settings.
Risk-free with a 30-day money-back promise.
Easy to adopt, faster to master.
Always here, anytime you need us.
Yes, the module allows you to upload and map custom KYC documents like IDs, contracts, and certifications.
Absolutely! You can customize headings, font colors, and include your branding in the forms.
Yes, you can generate and export detailed client service reports in PDF format.
Yes, it seamlessly integrates with other modules for a unified client management experience.
Definitely! The module supports vice versa mapping of services and clients.