Journey Portal Screenshot
Date: April 2025 Industry: Payroll / HR / CRM

Challenge: Journey Payroll struggled to find a document management solution that could handle secure signatures, forwarding, storage, and CRM integration in one place. After testing four different third-party CRM systems, none met their full requirements—leading to wasted time, growing costs, and operational inefficiencies.

Solution: TORIS Technologies proposed a tailored, scalable solution: a custom-built document portal engineered to seamlessly integrate with their CRM and streamline internal workflows. The final product includes AI-based document parsing, embedded email tools, internal company chat, digital signature flows, onboarding automation, and a modular structure for future expansion. Not only did the new system solve every operational pain point, it eliminated ongoing SaaS fees—yielding major cost savings within the first year alone.