NovaPay
Custom CRM & Client Portal
Industry
Fintech
Services
Custom Software
Timeline
4–6 months
Primary KPI
Manual Processing Time
Outcome
-68%
What they faced.
NovaPay's team was managing client relationships across four separate systems: a legacy CRM for contacts, a document platform for KYC files, a payment processor for reconciliations, and spreadsheets for reporting. Staff spent 30+ hours per week manually transferring data between systems. Client onboarding took an average of 12 days due to manual document handling.
NovaPay's team was managing client relationships across four separate systems: a legacy CRM for contacts, a document platform for KYC files, a payment processor for reconciliations, and spreadsheets for reporting.
Staff spent 30+ hours per week manually transferring data between systems.
Client onboarding took an average of 12 days due to manual document handling.
Custom CRM & client portal.
We designed and built a custom CRM and client portal on a Next.js + Node.js stack with a PostgreSQL database. The system unified contact management, automated KYC document processing with AI-powered extraction, integrated Stripe for payment reconciliation, and provided real-time dashboards. We migrated 14,000 client records and 28,000 documents into the new system.
The numbers.
-68%
Manual Processing Time
12d → 3d
Client Onboarding
20+
Weekly Hours Saved
82
System NPS
Performance Visualisation
Manual Processing Time
Client Onboarding
Weekly Hours Saved
System NPS
“We went from four systems and a spreadsheet nightmare to one platform that actually works the way we do. Our team got their evenings back.”
James Okonkwo
COO, NovaPay
Tools we used.
Services that made this possible.
We picked and adapted each solution to match NovaPay's specific challenges and industry.
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