Case studyNorthgate Portal
Everything downstream of a signed deal lived outside the CRM
A Dubai domestic-staffing agency tracked its pipeline in Zoho CRM. Candidate profiles sat in spreadsheets, shortlists were assembled by hand, contracts were drafted in Word, and client conversations lived on a salesperson’s phone.
- Services
- Operations portal engineering & CRM integration
- Category
- Staffing operations platform
- Client
- Northgate Group
- Stack
- Next.js 16 · Supabase · Zoho CRM · Zoho Sign · Respond.io
Northgate Portal
The problem
The pipeline was tracked. The placement was not.
Zoho held every contact and deal. Nothing tied a lead through to a placed maid and an active service contract.
- Candidate profiles in spreadsheets and folders of scanned passports
- Client shortlists assembled by hand for every request
- Contracts drafted in Word and mailed for signature
- Visas, police clearances and medicals on separate lists
- WhatsApp threads attached to nobody’s record
- No single view of where a placement had reached
What it was costing
- Passport data retyped instead of read
- Documents drifting from what the operator saw on screen
- Placement status known only by asking someone
- Conversation history lost when a salesperson moved on
Our approach
Keep Zoho as the record, carry everything it does not
A single operations portal sitting on top of Zoho CRM, covering profiles, matching, contracts, visa workflows and the conversation history.
- Bidirectional Zoho CRM integration keyed on contact and deal IDs
- Contracts executed through Zoho Sign from the same record
- WhatsApp conversations threaded to the record via Respond.io
- Passport and Emirates ID captured from a photograph with serverless vision
- Structured maid profiles with evidenced documents in Supabase Storage
- Role-based access so sales, operations, HR and management each see their part
Core capabilities
What it does now
Lead to placement to active service contract, in one view.
- Document capture from a photograph instead of retyping
- Contracts and quotations generated server-side from live data
- Signed PDFs returned to the deal automatically
- Service requests tracked after placement
- Transactional email from a single templating layer
- Visa and police-clearance workflows with visible state
Every month you leave it manual, you pay for it in salary.
Bring us the workflow that costs you most. Thirty minutes with an engineer, and you leave with the map whether you hire us or not.
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