Keep CRM MRR accurate for finance and revenue

Finance managers see subscription updates leave MRR stale in CRM, causing reporting gaps. This workflow recalculates and updates MRR in the CRM, so finance has accurate recurring revenue for reporting.

Overview

Stale MRR in the CRM creates reporting gaps and makes forecasts unreliable. This workflow keeps subscription changes reflected in CRM MRR immediately, eliminating manual reconciliation and giving finance teams accurate recurring revenue for reports and planning.

Notable Features

Recalculate MRR on subscription change
Update CRM company MRR field
Flag anomalies for manual review