How CorIT Tech automated client onboarding across its tools
23Labs automated CorIT Tech's onboarding workflow, syncing data across their CRM and project tools the moment a new client signs on.
The problem before 23Labs
The team was manually moving onboarding data between disconnected tools as client volume increased. Every new client meant copying the same information by hand into their CRM, accounting and project tools, which took time and left room for mistakes.
What 23Labs built
We mapped the onboarding workflow end to end and built automations that sync data across their CRM and project tools the moment a new client signs on, removing the manual copy-paste step entirely.
What changed
Saved 10+ hours every month, reduced manual errors, and created a more scalable onboarding process.
What changed for CorIT Tech
Less manual data entry
Onboarding information moves automatically between systems instead of being copied by hand.
Time saved every month
The team saves 10+ hours a month that used to go into manual onboarding admin.
Fewer manual errors
Automating the handoff removed a common source of mistakes in the onboarding process.
A more scalable process
Onboarding keeps working smoothly as client volume grows.
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