The Challenge
Ultratek, a leading HVAC solutions provider in Québec-Canada, needed a smarter way to manage customer accounts. Their sales team was stuck with manual processes—creating accounts, sharing documents, and tracking maintenance schedules—all of which took up valuable time. They wanted a seamless, automated system that improved customer experience while reducing admin work.
The Solution
I built a fully automated customer portal using Webflow, Wized, and Xano, designed to give Ultratek’s clients instant access to everything they need—product details, invoices, and maintenance updates—all in one place.
Key Features & Tech Stack
✅ Automated User Management – As soon as a deal closes in Pipedrive, the system automatically creates a customer account. No manual work required.
✅ Secure Authentication – Customers log in with OTP-based authentication, with device recognition for added security.
✅ Document Access – PandaDoc integration allows users to view invoices and important documents easily.
✅ Product & Maintenance Info – Customers can track their HVAC products, monitor filter status, and receive SMS alerts (Twilio) when maintenance is due.
✅ Centralized Dashboard – A one-stop hub for all customer interactions, reducing back-and-forth emails and calls.
The Impact
This portal completely transformed Ultratek’s customer management process. The sales team no longer spends time manually setting up accounts, and customers get instant access to their documents and maintenance schedules.
✅ Time saved – The automation freed up hours for the sales and support teams.
✅ Better customer experience – Clients now have 24/7 access to everything they need, with no delays.
✅ Seamless CRM integration – Pipedrive and PandaDoc work together effortlessly, ensuring customers always have up-to-date product and service details.
