Keep accounting deal values accurate after MRR changes

Managing partners see MRR and one-off fees drift in CRM, causing forecasting errors and audit risk. Recalculate annualized MRR and add one-off fees so sales and finance see accurate pipeline valuations.

Overview

Stale MRR and missing service fees create forecasting errors and increase audit risk for accounting firms. This workflow recalculates annualized MRR and adds one-off fees to CRM deal amounts, so sales and finance share accurate pipeline figures and manual reconciliation is reduced.

Notable Features

Recalculate annualized MRR on change
Add one-off service fees to amount
Update CRM deal amounts instantly