For data scientists: create monthly budgets linked to profiles

Data scientists mapping intake forms leave counselors without budgets, causing missing financial context at intake. Attach monthly budgets to client CRM so counselors review finances before appointments.

Overview

Counselors often start appointments without financial context, risking incomplete assessments. This workflow turns every intake into a monthly budget record attached to the client CRM, giving counselors the finance snapshot they need before meetings and removing manual record work. The result is consistent budget capture and zero missed budget attachments.

Notable Features

Create monthly budget records
Link budgets to CRM profiles
Notify counselors of new budgets