Detailed integrity & advanced background checks on any object or individual.
Protect your organization, and uncover hidden risks in people and business relationships. Country risk ranking, risk intelligence check, legal & ethical methods and data security all in one platform. Customer Due Diligence (CDD) and Know Your Customer (KYC) processes are configured easily to match any of your processes. Combine this with our CRM template for an increase in business efficiency.
The core of our product already has a lot to offer. But to expand on this scope we created modules that help you achieve your business goals.
The modules recommended below are based on how real teams use this template. Remember every template is completely customizable, so feel free to add or remove modules to find what works best for you.
Work smarter by processing data clearly. Create pipeflows based on the the properties you want. With the pipeflow module, you no longer have difficult Excel files or loose post-its on your desk.
Offer your customers and partners the possibility to view and edit their own data in the digital VobeSoft client environment. Create a portal for your business and give one unified place for messages, files, payments, dashboards, and more.
Connect VobeSoft with the tools you already use to have all your team's work in one place. Integrations help you automatically move information or perform tasks between VobeSoft and other apps.
The integrations recommended below are based on how real teams use this template. Remember every template is completely customizable, so feel free to add or remove integrations to find what works best for you.