Keep sales ops alerted to missing contract files

Sales ops miss contract and sales files across shared drives, risking incomplete close packets. Daily scans notify sales ops so they can attach missing files to deals.

Overview

Missed or misplaced contracts stall closes and create compliance gaps for sales ops. Run daily drive scans that route alerts into Slack and your CRM, eliminating overlooked files so sales ops maintain complete deal records and zero missed follow-ups.

Notable Features

Scan shared drives daily
Flag new and changed contracts
Create follow-up tasks in CRM