Streamline your tasks, build powerful relationships with your customers and close more deals.
Power through sales
Optimise Every Customer Interaction
Make your customers feel valued and ensure your team knows exactly what they need to do to close those deals.
Gain high-level visibility of campaign performance, customer interactions and employee activity all from one place. Easily view your pipeline to uncover those hidden sales opportunities.
Bespoke
Bespoke to your business and fully branded to your exact requirements.
Partners
Allow referral partners to use their own portal so you can both manage your customers.
Reporting
Fully customised reporting suite to track your entire customer journey and costs.
Optimisation
Appointment and event forecasting to ensure you never miss an opportunity.
Our Features Stack
Our bespoke CRM platform has been built with a huge range of features to make it simple for you to manage your client database, optimise staff activity and close more deals.
Integrate with Power BI
Conversion Tracker
Cost Reportings
Bulk Imports
White-label Branding
Customer Emails
SMS Chat
Third-party Integrations with open API and Webhooks
Trusted By Many
Join our ever growing and extensive list of clients across the globe. They made the decision to work smarter not harder and transform their business operations.
“Clients have found Fastdox easy to use and engaging, as can be seen from our 87% take up rate, which far exceeded our expectations.
The support we have had from Fastdox in tailoring the product to our requirements has been first class and the on-going support excellent.
We are delighted with the Fastdox product and have no hesitation in recommending it to any other insolvency practice looking to implement a client portal.”
“FastDox have been a key part in our growth as a company. We have increased our output thanks to FastDox. They have a brilliant solution that has changed our business for the better. I wouldn’t hesitate in recommending FastDox for any business!”
“I can't say enough great things about FastDox. They know their stuff and are extremely friendly and easy to work with. As a Claim’s Management Company, we rely on getting documents back quick to keep our customers engaged and retained. FastDox has helped us do more business in less time.”
“The diversity and flexibility of FastDox has enabled us to request an unlimited amount of documents from clients including those to be signed, uploaded and verified, the simplicity of the user interface has helped immensely with the return of key documentation.”
"Great customer service and will always respond to queries quickly, FastDox have gone above and beyond in helping us becoming digitally streamlined."
"FastDox's rich data and API integrations are helping us develop a seamless onboarding journey. This will reduce friction for customers and enable proactive management of their accounts. Excellent system which is incredibly feature rich!"
"We love FastDox, they provide great resources for Trustees. FastDox has added value across our entire Business and has helped reduce our cost of acquisition."
"FastDox is simple for clients to use and simple for our staff to use. It has an incredibly intuitive user interface, which makes it quick to send and receive documents from clients and complete KYC checks. Not only do our staff love it but so do our clients!"
"FastDox has helped us become super-efficient and always at hand to help assist with our requests. The feedback from our customers has been great and they love the easy to use platform."
"FastDox is an innovative product and a great Company to do business with, they are very easy to work with and always take a very personable approach with training, planning and configuration requirements. The team has worked closely with our own internal IT team to ensure the system connects seamlessly with our existing CRM and processes."
"FastDox are a great Company to work with and provide excellent service. The tools FastDox have provided has revolutionized our lead engagement and boosted conversions without increasing our marketing spend."
"FastDox's slick interface and extensive onboarding features have allowed us to scale our targeted approach to customer acquisition, which has been really powerful because it's increased the frequency of campaigns while decreasing the cost of acquisition significantly."
Fast Dox
We’re Here For You
Our team are always on hand to help. If you have any queries or would like to book a demo get in touch.
Network House, Arkle Avenue, Off Earl Road,Handforth Dean Wilmslow SK9 3RW
Exchange Tower, 130 King Street West, Site 1800, Toronto, Canada, M5X 1E3
We provide a full consultancy service via our Customer Success Team.
We will work alongside your Operations Team to project manage a road map of success to ensure that integration is seamless, smooth and hassle free.
All businesses are different, and we will be happy to make suggestions to improve your processes and how FastDox will give you maximum return on investment, improve conversions and boost productivity.
Our Customer Success Team are available to ensure your staff and users are fully trained and competent to use FastDox before going live.
We will conduct training on-site or remotely – it’s entirely your choice.
Once the initial training is completed, you will have access to your bespoke explainer and training videos.
These are made specifically for your business and a full “How to” suite of comprehensive training documentation and guides.
FastDox is fully self-configurable, therefore we will ensure your Operations Team will be proficient on making changes and providing ongoing training, but if you ever need us, just call, we are always happy to help.
Billing commences when you go live. We believe in making sure the system is built to your exact specifications before mutually signing off and being deployed in a live environment.
