Create CRM deals from new client intake rows
Create CRM deals from new client intake rows
Your intake spreadsheet rows lack structured CRM records, creating manual entry and onboarding delays. It creates deals and upserts contacts so teams can begin onboarding and billing same day.
Overview
Stop manual intake entry and speed client onboarding by creating CRM deals and contacts automatically from spreadsheet rows. Intake coordinators and billing staff receive complete records within minutes, enabling onboarding and billing to start the same day.