Indian Bank Verification for Zoho CRM

Secure. Streamlined. Seamless. Elevate your Zoho CRM with the Bank Verification for Zoho CRM extension

Built for: CRM Developed by: Nexivo | Zoho Premium Partner
  ( 0 )

Bank Verification for Zoho CRM is a powerful tool designed to streamline and enhance the financial data validation process within your customer relationship management (CRM) system. With this extension, you can seamlessly verify bank account information, ensuring accuracy and eliminating errors in your financial transactions. Specifically tailored to validate bank details in India.

By integrating Bank Verification into your Zoho CRM, you gain access to a comprehensive range of features that let you authenticate and validate bank account details directly within the CRM interface. It automates the often cumbersome and time-consuming task of verifying banking information, enabling you to focus on driving sales and serving your customers better.

This extension utilizes advanced algorithms and connects to reliable banking databases to cross-reference and validate account numbers, routing numbers, and other essential financial details. With real-time verification capabilities, you can quickly determine the authenticity and correctness of bank account information, mitigating the risks of fraudulent activities and minimizing payment errors.

Bank Verification for the Zoho CRM extension not only saves time and effort but also enhances data accuracy and security. By ensuring your financial information is validated and up to date, you can make informed decisions, maintain strong customer relationships, and optimize your financial operations. Experience seamless integration and reliable bank verification with this essential extension for Zoho CRM, empowering your business with enhanced financial data management.

Key Features:

  • Instantly validate bank account details without the need for manual verification or data entry in Zoho CRM. Validate bank account details entered by customers, ensuring they are accurate and valid.
  • Ensure a streamlined user experience and eliminate the need for switching between different applications. Reduce the risk of fraudulent transactions and ensure accurate payment processing.
  • Quickly validate bank account details during the onboarding process or when updating vendor information in Zoho CRM.
  • Validate up to 1,000 bank verifications per month (up to 20 bank verifications for the trial version). Specifically tailored to validate bank details in India

Tags

Deployment type API-built integrations
Published date Jul 13, 2023
Version 1.2
Category Customer Service
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

For Support Requests

Report an issue

This app is published in accordance with Marketplace review process. Click here to know more.

Newsletter
Get the latest news on useful apps to simplify work and increase productivity.