A Fully Automated Client Onboarding & Service Management System
Yanisa
Client
Yanisa
Industry
Service Businesses, SaaS, Digital Agencies
Services
Business Automation Platform
Live Site
Visit WebsiteOverview
Yanisa is a fully automated onboarding and service management system designed for service-based businesses. LogicNodes built the entire platform from scratch, enabling dynamic service selection, automated pricing, legal agreement capture, payment processing, invoice generation, and a powerful admin dashboard. The system integrates seamlessly with WordPress while functioning as a scalable standalone platform.
Client Challenges
Manual onboarding processes scattered across multiple platforms
No dynamic pricing for customizable services
Disconnected workflows for T&C, payments, and invoices
Lack of legal compliance through digital agreement capture
No centralized admin system to manage clients and services
Goals & Requirements
Automate the entire onboarding process end-to-end
Enable dynamic service selection with real-time pricing
Ensure legal compliance through digital agreements and signatures
Integrate secure payment workflows
Provide a powerful admin panel for full operational control
Allow seamless integration with WordPress websites
Our Solution
Dynamic Service & Pricing System
- /Built customizable service selection with package and custom bundles
- /Implemented real-time pricing updates based on selections
- /Enabled admin control for adding/editing services and pricing
- /Supported add-ons and custom pricing rules
Legal & Compliance System
- /Auto-generated terms and conditions based on selected services
- /Implemented digital signature and agreement capture
- /Stored timestamp and IP logs for legal validation
- /Ensured secure storage of agreements
Payment & Invoice Automation
- /Integrated secure payment gateway with auto-calculated totals
- /Implemented GST/tax and discount logic
- /Generated branded invoices automatically
- /Sent automated emails with invoice and agreement copies
Admin Panel & Control System
- /Developed a full-featured admin dashboard
- /Enabled service, pricing, and category management
- /Implemented client tracking and onboarding logs
- /Provided payment tracking and invoice repository
- /Allowed editing of agreements and system configurations
Integration & Architecture
- /Built API-driven architecture for scalability
- /Integrated seamlessly with WordPress via custom APIs
- /Enabled modular onboarding entry points
- /Ensured secure, scalable and multi-workflow support
Key Features Delivered
Dynamic service selection and custom bundle builder
Real-time pricing calculation
Digital agreement and signature system
Secure payment gateway integration
Automated invoice generation and email delivery
Full admin dashboard for operations control
Client onboarding tracking and logs
WordPress integration with custom APIs
Scalable and secure system architecture
Results & Impact
100% automated onboarding process
Improved conversion rates with seamless user flow
Eliminated manual dependency for onboarding and billing
Ensured legal compliance with digital agreements
Centralized control through admin dashboard
Faster onboarding and improved operational efficiency