Customer Onboarding Portal
A single-CSV onboarding portal with AI field mapping and routed follow-ups — cutting hours of manual consolidation to about five minutes.
Onboarding was slow and painful. Customers had to submit information across multiple disconnected places — a Google Sheet here, a form there — with constant back-and-forth follow-ups from the team. Data was scattered across people and tools, creating major delays in getting customers live.
A streamlined onboarding portal where customers or internal team members upload a single CSV that gets auto-parsed and intelligently mapped to our CRM fields — no rigid template required. The system flags exactly what data is missing and adds a project-management layer that routes follow-ups to the account owner, telling them precisely what's still needed from the customer.
Cut a process that previously took hours of manual data consolidation down to about five minutes.
Next.js, Postgres (Neon), Prisma, Vercel, with Zoho CRM webhook integration and AI-powered field mapping.