Primary impact
Achieved 100% automation in the lead-to-customer workflow with a 40% reduction in customer support workload
100%
Lead-to-Customer Automation
0%100%
40%
Support Workload
HighLow
The Challenge
CLI Secure operated with disconnected systems and manual workflows that slowed customer onboarding and recurring billing as its customer base grew.
The Solution
Infintrix deployed a fully customized ERPNext system with payment gateway integrations and a React-based customer portal.
Key Features
- CRM and Selling module enhancements
- Automated invoicing and recurring payments
- React-based self-service customer portal
- Stripe, GoCardless and DocuSeal integrations
- Automated email templates and SLA management
Technology Stack
- ERPNext
- React
- Stripe
- GoCardless
- DocuSeal
The Outcome
The lead-to-customer workflow is 100% automated, and customer support workload dropped by 40%.
