PAN Details Retrieval for Zoho CRM

Features

Easily validate and retrieve the PAN.

You can validate or retrieve the PAN either automatically or manually.

It eliminates fake and duplicate identities.

Validate up to 1000 validations per month and 20 validations for a trial version.

Prerequisites

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Support

Frequently asked questions

Everything you need to know about the product and billing.

Is there a free trial available?

Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.

Can I change my plan later?

Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.

What is your cancellation policy?

We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.

Can other info be added to an invoice?

At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.

How does billing work?

Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

‍Lead and Customer Verification
- ‍‍Retrieve and verify PAN for new leads/customers to confirm authenticity and improve CRM data integrity.‍
Automated KYC Compliance
- ‍‍Automate PAN verification during onboarding to streamline KYC, ensuring regulatory compliance.‍
Creditworthiness and Risk Assessment
- Use PAN to assess financial reliability, aiding in credit and risk decisions.