Keep IT bookkeeping and approvals aligned on stage changes

IT admins watch stage changes leave bookkeeping stale and approvals missed, causing reporting gaps. It adds bookkeeping rows and approval folders on stage change so ops and finance start reviews.

Overview

Missed approvals and stale bookkeeping create reporting risk and slow project starts. Keeping CRM stages, bookkeeping rows, and approval folders aligned on each stage change removes manual handoffs so ops and finance can begin reviews faster and maintain clear audit trails.

Notable Features

Create approval folders on stage change
Update bookkeeping rows from deal stages
Notify ops and finance of updates