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Kaddim
Streamline client document collection effortlessly
About
Automates client document and information collection through organized digital request workflows.
Use cases in GFunnel
- Collect onboarding docs from new clients
- Gather compliance info for audits
- Request project assets and briefs
Automation ideas
- Auto-send follow-ups for missing docs
- Trigger CRM updates when docs received
- Auto-organize files by client/project
Categories
FormsProductivity
Departments
OperationsRevenue Generation