Keep intake on track when deals move to hire

Operations coordinators see deals move to hire, causing client records to lag and intake steps to be missed. The workflow creates client contacts in the case system so intake can begin immediately.

Overview

Operations coordinators risk onboarding delays and missed intake steps when client contacts aren't created as deals progress to hire. Linking your CRM to your case management system ensures client records and intake alerts appear reliably so intake can begin immediately and manual handoffs disappear.

Notable Features

Create client contact in case system
Check for existing client records
Notify intake team of new clients