IT: Keep investor contacts updated across systems and accessible

IT sees investor contacts go stale in the address book, causing missed outreach. It copies CRM investor contacts to the company address book so sales and ops have accurate investor info.

Overview

Outdated investor contacts lead to missed outreach and scheduling friction for sales and operations. This workflow keeps CRM and the central address book aligned so sales and ops always have current investor details, eliminating manual lookups and missed follow-ups. IT can deploy it quickly and teams report fewer data entry errors.

Notable Features

Create or update central contacts
Match CRM records by investor ID
Notify ops when new contacts created