Note:This Module is for Perfex CRM

Brief Description

Export Customer Details (KYC Compliance) ”, this module can be use in Perfex CRM to add extra features for clients management.

  • You can map uploaded client files as KYC and save that details, so you can easily print or download PDF of Client details with their KYC files.
  • This module can be used to map list of services given to client by using Items as a service.

Added advantage:

  • Client Matrix – Generate detailed KYC form of your client & Map service/Item.
  • Manage Your client details linked with custom field.
  • Map KYC documents with client (image upload).
  • Download/Print in pre-define form with your logo, client logo/picture.
  • Set custom heading & font colour to match your logo.
  • Map Client & Service vice a versa.
  • Export Client Services Report.
  • Apply your custom setting to KYC form

Documentation

It takes only a few seconds to be installed and activated. Documentation is included.

If you have any questions, feel free to raise a support ticket at our support area. Guys from support department will get back to you as soon as possible with a reply.

Keep in mind that absolutely no coding is needed! Just follow the instructions and be able to use ” Export Customer Details” module in minutes.

Download Download 2 Download 3 DEMO