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Shuttle Review

Shuttle
Our score: 8.0 User satisfaction: 97%

What is Shuttle?

Shuttle is a sales portal built for regulated businesses to drive both direct and partner sales. It eliminates the time-consuming manual process of signing up customers and accomplishing KYC and AML checks. The tool provides a real-time digital solution for your customers to complete forms, sign agreements and communicate. To save more time, the apps sync data to your existing CRM system and provided in a white-label basis.

Furthermore, you can optimize credit and background checks with the Shuttle’s partnership with Credit Safe, Equifax, Passport Proven and Onfido. This functionality enables you to facilitate instant ID verification.

Shuttle offers a free Partner Sign Service. Users can directly sign up their partners and introducers and self-onboard right on their website.

Overview of Shuttle Benefits

Monetize Your Website

Shuttle goes beyond creating basic “Contact Us” forms. Instead, it empowers users to build digital forms that accept and gather inquiries right from your website. Here you will gain immediate insight into your customer profile, company structure, and SEIC.

Onboard Partners

Shuttle’s Partner Portal lets you open new channels easily. Partners such as Brokers, Introducers, and Intermediaries can sign up on the website. This is also where they can complete your KYC requirements.

Enable Partners to Refer Businesses

Once the account is open and ready, partners can seamlessly refer and manage applications dependent on their customer relationship. Meanwhile, monitoring the progress and commission status is streamlined.

Accelerate Lending Decision

Shuttle helps you get to a lending decision faster. You can easily get all the necessary information you need for KYC. Furthermore, you can access API feeds from Equifax, CreditSafe, Onfido, Companies House and Passport Proven to consolidate key decisioning certificates at source.

Overview of Shuttle Features

  • Partners self-onboard through your website
  • Partners start referring business
  • Take applications from your website
  • Real-time KYC/AML & identity checks
  • Equifax, Creditsafe, Onfido, and Passport Proven integrations
  • Digital Signatures
  • Document collection
  • Sync with Pipedrive and other CRMs
  • Email support
  • Dedicated customer success manager
  • SLA

What Problems Will Shuttle Solve?

Problem 1 – Payments Processing Company does not accept online business applications or leads.  Shuttle provides a Dynamic Forms feature where companies can set up web application forms, verify application data using third party APIs such as Companies House and auto-populate verified data onto contracts or term sheets. Customers can accept applications or terms and conditions with Digital Signatures.

Problem 2 – Challenger Bank is not able to process complex KYC applications (such as applications involving overseas directors) in a timely manner. Shuttle automates standard and complex KYC processes based on what the customer has submitted in the application form. For example, different documentation can be requested based on the status or location of directors. Request identity, affordability and evidentiary documents. Complete identity verification, credit and background checks using API feeds from Companies House, Equifax, Onfido and DueDil.

Problem 3 – Commercial Finance lender wants to do more business through introducers.  Its’ current processes are totally manual. The lender asks introducers to fill in paper forms to set themselves up as partners and asks the introducer to send customer referrals by email. Shuttle takes the paperwork away. Introducers can self-onboard through the platform and directly refer or co-manage applications.

Shuttle Position In Our Categories

Since companies have their own business demands, it is only rational they steer clear of paying for an all-in-one, “perfect” software solution. Regardless, it is difficult to find such an app even among popular software solutions. The sensible thing to do should be to set down the different chief functions that need deliberation including essential features, pricing, technical skill aptitude of staff, organizational size, etc. Next, you must follow through your research comprehensively. Go over some of these Shuttle evaluations and explore each of the software systems in your list more closely. Such comprehensive research guarantee you avoid unfit software solutions and subscribe to the system that has all the aspects your company requires for success.

Position of Shuttle in our main categories:

TOP 500

Shuttle is one of the top 500 Accounting Software products

TOP 500

Shuttle is one of the 500 CRM Software products

TOP 500

Shuttle is one of the top 500 Sales Software products

Shuttle is also listed in the following subcategories:

Since each enterprise has specific business requirements, it is advisable for them to abstain from searching for a one-size-fits-all faultless software system. Needless to say, it would be useless to try to find such a platform even among market-leading software applications. The smart thing to do would be to catalog the various important factors that require consideration such as key features, budget, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some Shuttle Sales Software reviews and check out each of the other solutions in your shortlist in detail. Such comprehensive groundwork can ensure you weed out ill-fitting applications and select the system that offers all the elements you require for business success.

How Much Does Shuttle Cost?

Shuttle Pricing Plans:

Free Trial

Freemium

$0

SME

from $75/month

Professional

from $275/month

Enterprise

from $1,400/month

Shuttle offers SMB and enterprise pricing packages. It also has a freemium model that users can sign up for by booking a demo. Here’s an overview of the premium plans:

SME – from $75/month

Ideal for making websites sell

Professional – from $275/month

Ideal for extending service to partners

Enterprise – from $1,400/month

Ideal for larger business

User Satisfaction

Positive Social Media Mentions 117
Negative Social Media Mentions 4

We realize that when you make a decision to buy Sales Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Shuttle reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Shuttle. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Screenshots

Technical details

Devices Supported

  • Windows
  • Linux
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
  • Windows Mobile

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Shuttle pricing details?

Shuttle Pricing Plans:

Free Trial

Freemium

$0

SME

from $75/month

Professional

from $275/month

Enterprise

from $1,400/month

Shuttle offers SMB and enterprise pricing packages. It also has a freemium model that users can sign up for by booking a demo. Here’s an overview of the premium plans:

SME – from $75/month

Ideal for making websites sell

Professional – from $275/month

Ideal for extending service to partners

Enterprise – from $1,400/month

Ideal for larger business

What integrations are available for Shuttle?

Shuttle integrates with the following systems and services:

  • Dynamics 365 CRM
  • Pipedrive
  • Onfido
  • Passport Proven
  • Equifax
  • CreditSafe
  • Companies House
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Reviewed By Louie Andre
Page last modified
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