For IT teams: keep reservation documents linked to CRM records

IT admins lose signed reservation forms in scattered drives, stalling onboarding. Create client folders and CRM document records so operations can process reservations immediately.

Overview

Misplaced reservation paperwork stalls operations and risks failed onboarding. Give IT a repeatable flow so every completed form creates a client folder and a linked CRM document record, removing manual searching and ensuring paperwork is ready for processing. Teams report fewer missing documents and faster handoffs.

Notable Features

Create client folder on submission
Upload identity and bank documents
Link documents to CRM record