How it works
Uncomplicated, adaptive software for your business.
You start with CRM. Verify sits on that same record, so KYC, KYB, and AML stay with the people and companies you already have.
A short film of these layers will sit here.
The layers
CRM is the foundation. Verify sits on that record. The team still works from one page.
- 01
The foundation·Live
Valgrind CRM
CRM is one place for communication, contacts, the directory, and company information. If you only want a contact book, this layer is enough.
- 02
Compliance·Live
Valgrind Verify
Verify sits on the CRM you already have. You run KYC, KYB, and AML on those people and companies.
How you build it
You start with CRM. Free is a real three-seat CRM. You can add Verify when you need KYC, KYB, and AML.
Email
When you connect a mailbox in CRM, you pay for the use. Accounts are not sold per seat.
Verify
You run KYC, KYB, and AML on the people and companies already in CRM.
Two ways to start
A contact book
Use CRM. Contacts, companies, and the email you choose to keep stay on that record.
Compliance checks
Add Verify. KYC, KYB, and AML stay on the people and companies you already have.
Then the agent
When CRM and Verify sit on one record, an approved agent can work across both. It can look up the contact or the check. The file stays with you.
It is built around the business. You use CRM, and you add Verify when you need checks. The people who need the record are on the same page.