Help business owners capture clients from field projects instantly

Business owners miss client contacts when field projects land outside the CRM, causing incomplete records and missed outreach. This flow creates client records from field projects in your CRM so reps follow up quickly.

Overview

When field projects create contacts outside your CRM, business owners risk incomplete records and missed follow-up that stall pipeline momentum. This workflow ensures every new project creates a client record in your sales system, removing manual data entry and enabling reps to act on accurate contact details so outreach happens reliably.

Notable Features

Create client records from projects
Add project contact and address
Notify assigned sales rep