Streamline enrollment updates into CRM for ops and coaches

Operations coordinators miss enrollment updates in the CRM, causing coaching handoffs and billing mismatches. Push database changes to CRM so coaches and billing have correct program and payment dates.

Overview

Missed enrollment updates create coaching mix-ups and billing disputes for operations. This workflow ensures every enrollment change flows from your client database into the CRM and alerts coaches and billing, eliminating mismatched program or payment info. Operations report faster handoffs and fewer record mismatches after rollout.

Notable Features

Push enrollment changes to CRM
Update program coach and billing fields
Notify coaches and billing teams