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Shuttle Sales Portal Benefits


Reduce Costs

Minimise manual processes. Manage incoming leads with your team in one location rather than through email. Collect documents and contracts through the portal rather than post or email.


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

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Your Plug & Play Sales Portal

Launching a new product? Starting to work with Introducers? Are manual processes stopping you scale?

With Shuttle you complete deals 50% quicker and with 70% lower internal costs. Allocate leads to teams, build proposals for digital signing, access KYC/AML and Identity verification feeds - all in real-time from your initial webform. No more paper forms, emailing customers or individual credit checks!

Shuttle works for all your channels, including your website, your sales team and your introducer partners. It syncs to your CRM and can be live in 24 Hrs.

See how we worked with Claire Taylor at Simply VAT and helped transform her Amazon reseller VAT registration service into a global, 50 strong organisation.


 

Grow Partner Sales

Let partners/introducers sign up through a branded Partner Portal and complete your KYC requirements. Become preferred lender by allowing introducers to send business and track progress /commissions.



Speed Up Funding Decisions

Gather key KYC / AML / Identity decisioning data in real-time using API feeds from Companies House, Equifax, Creditsafe and PassportProven. Flag up and act on complex cases quicker.

 

Grow Direct Sales

Build digital forms to accept leads from your website. Engage quicker than a standard web contact form - get alerted, delegate to team members and start building a proposal straight from the intitial enquiry form. 


NEW! - With our Shuttle Together Service we build your initial service and make 
changes for the first 3 months - free of charge


 

Speed Up Conversion

Make yourself easier to do business with.  Engage with customers through a branded portal, answer questions on instant messaging, send proposals for digital signing, send time based reminders.