Grub CRM Connect
Grub Connect gives you insight into all (AML) risks within your client portfolio, directly in your accountancy CRM software.
Link all Wwft information with your CRM system
With Grub CRM Connect, you can see your customer’s AML status in your CRM tool. This allows you to keep track and understand the risks without logging into another system.
Which information fields are included?
- Client acceptance status
- Client name
- Risk profile
- Date of acceptance
- Date of next review
- UBO structure and pdf
Grub CRM Connect pairs with:
"Every customer added in our CRM is also automatically added to Grub. Grub is a flawless system. Information about the customer is retrieved directly from the Chamber of Commerce (CoC). You get all the information you need and immediately have a picture of the organisation's organogram."
How does the pairing work?
The link works with a token. Our integration partner Yenlo links the data fields with a token (encrypted number sequence).
AML fields in your CRM? This is the roadmap:(May differ from one CRM system to another)
- CRM-ready? The application is ready to be linked.
- Token issuance. A unique token is shared with the integration specialist.
- Management rights. The integration specialist is given rights for technical management.
- Setting up. The integration specialist customises the Wwft tab in the CRM system.
- Token sharing. The token from CRM is shared with integration specialist.
- Testing. The link with fields is tested.
- Data fields are ready. Fields such as client name, risk profile and review date are shared.
- Reporting is shared. In addition to fields, the PDF report is also shared.
Compliant and AML-secure in AFAS
Grub CRM Connector pairs with AFAS. The software provides a CRM solution containing all the information about your relationships: data of (potential) customers, supplier data, correspondence, campaigns, quotations, but also financial data.
An integration with Grub for your KYC process and AML regulations completes the solution.
Read how Pereira Tax Consultants works compliantly with Grub and AFAS >
Client acceptance, UBO structure and reviews in Simplicate
Grub CRM Connect lets you integrate with Simplicate‘s CRM solution for accountants. More than 1,300 companies use Simplicate; from the first customer contact to the invoice. A solid KYC process and AML check complemented by Grub completes this solution.
