Open new partner channels to market today
REQUEST A DEMO

Shuttle Sales Portal Benefits


Phase Out Manual Processes

Manage incoming leads in one location rather than through email. Set up access rights so team leads can monitor applications and set rules on how leads are allocated to team members. Directly integrate leads into CRM. 


Improve Conversion

Start the application process directly from leads.  Verify application data using third party APIs such as Companies House.  Auto-populate verified data onto contracts. Make it easier for your customers to complete with Digital Signatures. 

 



Stay GDPR Compliant

Maintain all customer documents and correspondence in one secure hub with a full audit trail. Extend your security to your partners. Give your customers control over who has access to their PII once the application is completed.


What People Are Saying About Shuttle





"I can't imagine going back to email based business customer onboarding processes now. Since using Shuttle, our SME client onboardings have been so much easier- I can see client statuses at a glance on the dashboards, there’s a message centre to chase them if they're late and we've even reduced time per client set up by 70%. I love it, my team loves it, but even more importantly our clients love it. I think everyone would recommend Shuttle to those who want an Onboarding CRM"
 

Claire Taylor 

CEO Simply VAT


COMPANIES THAT LOVE SHUTTLE

s

Your Plug & Play Sales Portal

Do you work with Partners, Introducers, Brokers, Affiliates, Intermediaries? The Shuttle Partner Portal grows your partner sales - partners can sign up online, be qualified by you and start referring business.

Our starter Partner Portal package starts at just £250 pm. You can qualify unlimited numbers of partners and licence 10 partners to refer or manage customer applications. 

 

Grow Partner Sales

Open new channels with our Partner Portal. Become preferred partner to introducers through excellent customer experience and flexible options to collaborate in the application process. Sign-up new partners using the platform. 



Better Business Faster

Get all the information you need to complete KYC.  Request identity, affordability and evidentiary documents. Gather key decisioning data at source using API feeds from Companies House, Equifax, Onfido, DueDil and Passport Now. 

 

Grow Direct Sales

Build digital forms to accept applications from your website. Let your sales team use the same forms to invite leads. Business (multi-director) and personal applications supported. Choose between real-time or multi-stage applications.