CTO dashboard: keep active SEO client counts current

CTOs at IT services firms rely on CRM client counts that go stale, risking capacity overcommitment and missed renewals. This flow updates your OKR from active SEO retainers so leadership sees current client counts.

Overview

Leadership decisions suffer when OKRs reflect stale CRM counts and capacity gets overcommitted. This integration keeps your OKR result in sync with active SEO retainers so leadership and account owners always act on current client counts, removing manual reconciliation.

Notable Features

Check CRM for active SEO retainers
Update OKR key result
Notify account owners on changes