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Features Sales:
Calendars
Leads & Contacts
Organizations
Deal tracking
Forecasting
Team management
Follow-up reminders
Click-to-call
Quotes
Marketing:
Web-to-lead forms
Campaign management
Email marketing
Autoresponders
Customer service:
Case management
SLAs with Business Hours
Knowledge base
Customer portal
Service contracts
Other:
Collaboration
Workflow automation
Projects
Payments and tracking
Inventory
Documents
Quotes
Invoices
Sales orders
Product and service tracking
Subscription management
Reporting & analytics
20+ Integrations
iPhone, Android, iPad apps
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Features You can optimize credit and background checks with the Shuttle’s partnership with Credit Safe, Equifax, Passport Proven and Onfido. This functionality enables you to facilitate instant ID verification.
Shuttle offers a free Partner Sign Service. Users can directly sign up their partners and introducers and self-onboard right on their website.
Partners self-onboard through your website
Partners start referring business
Take applications from your website
Real-time KYC/AML & identity checks
Equifax, Creditsafe, Onfido, and Passport Proven integrations
Digital Signatures
Document collection
Sync with Pipedrive and other CRMs
Email support
Dedicated customer success manager
SLA
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suitable For
Freelancers
Startups
Agencies
SMBs
Enterprises
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suitable For
Freelancers
Startups
Agencies
SMBs
Enterprises
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Languages
English
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Languages
English
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Integrates With
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Integrates With
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Pricing
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Pricing
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