by Pit Crew · Delaware, United States
An intelligent AI agent that transforms client intake forms into validated, CRM-ready records.
The PitCrew Client Onboarding Agent turns completed client intake forms into structured, validated data. It extracts every field from submitted documents (PDF or digital), checks against business rules, flags exceptions and missing information, and loads clean records directly into your CRM or onboarding system. Eliminates manual data entry and reduces onboarding errors across new client accounts.
Changing an applications category can recalculate scores for all products of the “new category” and “old category” if the product becomes the highest number of integrations with key apps and non-key apps. Please proceed with caution in making changes to the application category. The updated calculations take effect after you submit changes of the form.
