How & When Are We Making Any Change?
For Your Business
By giving you an easy way to create your customer's welcome and validation process we are helping you to save time & money and to be focused on your service or product - and not in QA and bureaucracy.
For Your Customer
By giving your user or customer an easy way to sign in or register to your services we are making them more satisfied, they can do it from their phone or computer, no need for download any mobile app.
KYC
Verify your new customer's POI & POR and collect their personal details and documents.
Booking
Let your guests do the booking & the check-in to your event, hotel or activity online without standing in the line.
Sign In
Give your web and mobile users to signup and login to your online product by SMS or email verification.
Contracts
Sign your customer on E-signature, fill out forms instantly and get access to bill their credit card.
How Does It Work?
That's how you can easily build by yourself any registration or login process.
-
Choose Your Audience
Decide where your customers can start the process from. Are they coming from your CRM? website? mobile app? or maybe you want to add them manually.
-
Define the process
Select what do you want every new customer will go through and in which order. You can verify their identity, charge them for payment, collect personal details and so much more...
-
Select the data destination
Think where do you want us to throw your data. It could be back into your CRM, in your website database or on a new spreadsheet. It's your call.
members
Cooperations
Customers
Pre Orders
Our Features
These are the actions you will be able to define in your welcome process
e-Signatures
We will ask your client for their signature and locate them automatically in the contract.
Personal Information
We will ask your client to provide their personal details, contact information and social networks.
Payments
We will charge your users or customers with their credit card, PayPal and bank transfer.
Licenses & Documents
We will help your customer to upload and fill out documents, licenses, forms and pictures.
ID Verifications
We will verify your client identety by email or sms verification or by asking short video of them.
Consents
We will get your customer’s consent during GDPR new rules for allowing you to use their data.
Using CodyMe's services helps us to increase our client closure rate, and to leave a better impression on our new customers.
Since CodyMe started to take care of our new customers' registration, we've been able to spend much more time on sales and business development.
I think that the registration process is very sensitive and complex and it needs to be done professionally by a company like CodyMe.