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  1. CRM Automation
  2. CRM Update
  3. Real-Time Deal Updates

Update crm with deal status based on application or payment changes

This automation automatically updates CRM deal statuses in real time based on changes from external sources such as application submissions or payment confirmations. By eliminating manual data entry and ensuring timely information flow, teams can respond faster to new opportunities and maintain accurate pipelines. This improves forecasting accuracy, reduces administrative overhead, and enhances customer relationships through up-to-date deal tracking.

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