Export Customer Details (KYC Compliance) Module for Perfex CRM

Name: Export Customer Details (KYC Compliance) Module for Perfex CRM | GplPixel
Price: 410.00 INR
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Export Customer Details (KYC Compliance) Module for Perfex CRM

Premium Category Products

Original price was: Rs1,577.00.Current price is: Rs410.00.

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Categories: Premium, PHP Scripts, Scripts & Code Tags: client kyc, client kyc for perfex crm, client kyc module perfex crm, Client Services, codeigniter client management, customer kyc, export customer, export customer details, kyc, kyv module for perfex crm, mange client kyc, perfex crm customer details management, perfex crm kyc, sejal infotech, sejalinfotech

The Export Customer Details (KYC Compliance) Module for Perfex CRM is an add-on designed to enhance the core functionality of Perfex CRM by enabling businesses to export detailed customer data in compliance with Know Your Customer (KYC) regulations. This module is particularly useful for industries like banking, finance, legal, or any sector where stringent KYC processes are required.

Key Features:

1. Data Export for KYC:

Export detailed customer data, including personal identification information (PII) such as name, address, date of birth, contact information, and any uploaded documents (e.g., ID proof, address proof).
Supports exporting customer data into various formats, such as CSV, Excel, or PDF, for easy submission to regulatory authorities or internal auditing teams.

2. Customizable Export Fields:

Admins can select specific fields required for KYC, ensuring that only the necessary information is included in the export.
Custom field support to accommodate industry-specific KYC requirements or any additional data your business needs to collect from customers.

3. Automated KYC Document Collection:

Integrates with profile sections to automate the collection of necessary documents such as identity proofs, address verification documents, and others required for KYC compliance.
Ability to flag missing or incomplete KYC documents, prompting follow-up actions from the admin team.

4. Compliance with Regional Regulations:

Ensures that the data export process is compliant with region-specific regulations like GDPR, CCPA, and others by allowing users to anonymize or redact sensitive information where necessary.
Supports different formats to comply with local financial or legal reporting standards.

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

(Only For Premium Category Products !)

1. All digital products are the most recent version, with no possibility of free updates. After payment, you can request an update to the most recent version for 5 days if a new version is released. We free support within 5 days.

2. If a license is required (Excludes WHMCS license , we provide only method not license), please contact us via email or ticket for assistance with activation. Our license is only valid for activation and does not include support.

3. We provide Mobile, PHP script installation services for $19.90 / ₹1700. Please create a backup after installation as we do not support re-installation. For mobile app source code, we do not offer installation services.

4. If you have any questions, please contact us by email [email protected] or create a ticket on this page

5. Please note that any digital products presented on the website do not contain malicious code, viruses or advertising. You will receive the original files from the developers. We do not sell any products that have been downloaded from other websites.

6. The response time can last up to 6 hours.

(Only For Membership Category Products !)

Benefits of our Membership Plans

Instant access to all plugins and all themes including all future releases
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.
Buy or download for FREE by subscribing to our VIP Membership Plan. Join the club of more than 1100+ happy members. This is the same theme as sold by the developer.

Updates:

We offer frequent updates for one year from the date of purchase. After this period, you have to purchase the item again to receive further updates, we also offer lifetime updates as a second option.
We regularly update products as soon as we are notified about an update, we go and download it from the author and update it on our site, but In case the current version of the product is not the latest, You can request an update for the product by contact form.
We send regular emails advising when products have been updated so please be sure to provide an active email address when you sign up.

Support:

Our support team is available 24/7, if you have any questions or need help in installing or configuring digital products purchased on the website, please don’t hesitate to contact form.
Please note that we are not developers of the provided products, so our technical support capabilities are limited. We do not change product functionality and do not fix developer bugs.

For more information please read FAQs & About Us.

(Only For WHMCS Category Products !)

We Only provide WHMCS Module, how you can nulled any module step only !
Instant access to all plugins and all themes
Unlimited domain usage
Regular Updates as of when available. Usually, updates are released daily.
Before purchasing, please read the Terms and Conditions & Refund Policy.
If you have any questions, please first read the FAQs.
If you haven’t found the answer to your question, please contact us, and we will respond ASAP.
Please note that any digital products on the website do not contain malicious code, viruses, or advertising. We buy the original files from the developers. We do not sell any products downloaded from other sites.