Keep real estate project records consistent across CRM and ops

Client relationship managers miss onboarding when projects aren't logged, causing handoff gaps. Auto-created CRM records provide an audit trail so onboarding starts quickly.

Overview

Untracked projects create handoff gaps that can stall closings and harm client relationships. This workflow ensures every new project creates a persistent CRM record and audit trail so ops and client relationship managers can start onboarding immediately and prevent stalled closings.

Notable Features

Create CRM project records
Notify ops and CRM staff
Attach source details for audit