Overview
Infintrix Technologies implemented and customized ERPNext for CLI Secure, integrating automation, payment gateways, and a React-based customer portal to enhance efficiency and customer experience.
Challenge
CLI Secure faced challenges in managing customer onboarding, recurring billing, and communication due to disconnected systems and manual workflows. Their growing customer base demanded automation, integration, and self-service options to improve operational efficiency.
Solution
Infintrix Technologies implemented a fully customized ERPNext system with CRM and Selling module enhancements, automated invoicing, and a React-based customer portal. The solution also integrated Stripe, GoCardless, and DocuSeal for seamless payments and document signing, supported by automated email communication templates.
Results
Achieved 100% automation in the lead-to-customer workflow, 40% reduction in customer support workload, and faster recurring billing management through ERPNext automation and third-party integrations.
Client Testimonial
“Infintrix Technologies transformed how we manage our customer lifecycle. From automation and billing to customer experience, ERPNext now drives our entire business process. Their technical expertise and support have been exceptional. — CLI Secure Management Team, United Kingdom”