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Export Customer Details (KYC Compliance) Module for Perfex CRM
“ 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 Cl…
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“ 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
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What Buyers Are Saying
Based on 267 verified reviews
"Excellent quality and instant delivery. The documentation is super clear and setup was a breeze. Highly recommend!"
"Perfect for our use case. Saved us weeks of development time. Support team responded within an hour."
"Clean code, easy to customize. Worth every rupee. Looking forward to future updates."
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