Business owners: keep client check-ins current in CRM

Account managers miss weekly check-ins in form replies, leaving CRM tags stale and follow-ups missed. This pushes answers to contact tags and project board comments so business owners see priorities.

Overview

Stale check-in records cost follow-ups and frustrate account managers. This workflow ensures weekly client check-ins update contact tags and project board comments, preventing stale records and ensuring no missed follow-ups. Business owners gain clearer priorities and faster handoffs between account managers.

Notable Features

Update CRM contact tags automatically
Add form answers to board comments
Move project card based on rating