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Don’t wait to revolutionize the way you work. Book your free demo of Xodox CRM today and unlock the potential of smarter business management!
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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.
Meet KYC and regulatory requirements easily with detailed client records, mapped documents, and automated workflows powered by compliance management software.
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.
Gain complete visibility into client relationships and service mapping. The compliance CRM provides valuable insights to help improve decision-making and customer management.
Create professional, branded KYC forms tailored to your business needs. Customize layouts and fields directly within the know your customer software.
Export detailed compliance reports in minutes for audits, checks, or internal analysis. Automate reporting with compliance management software to save time and reduce errors.
Add client details effortlessly and upload necessary KYC documents with ease. The compliance software ensures every record is securely stored and easy to retrieve.
Map services or items to specific clients, linking all relevant data automatically. With compliance management software, tracking service relationships becomes simple and transparent.
Create and export detailed client service reports for audits and compliance purposes. This compliance CRM automates report generation, reducing manual effort and ensuring accuracy.
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.





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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.