Digital customer registration
Replace the form-and-email dance. Customers register online, upload documents and route through your approval workflow; only approved, clean data reaches the system. Reads and writes live to Microsoft Dynamics 365 Business Central.
Illustrative screen, drawn for this site
Features
Online self-registration
Structured data collection
Document upload (trade licence, tax, KYC)
Configurable approval workflow
Automatic account creation on approval
Business outcomes
- Faster onboarding
- A paperless, auditable process
- No re-keying, fewer setup errors
Who it is for
Any business that regularly signs up new customers or vendors.
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