Receive
New information arrives
MANAGED SERVICE / CUSTOM SCOPE
Customer details are copied between too many apps.
Move approved information to the right records.
Setup from $2,500 · managed from $750/moCustom implementation
Starting estimate only. Exact scope and fees confirmed before approval.
THE PROCESS, MADE SIMPLE
01
ReceiveNew information arrives
02
UpdateApproved fields change
03
NotifyYour team sees next actions
YOU END UP WITHWorkflow and field mapping
HOW IT WORKS
Three steps. Nothing confusing.
You know what to send, what we do and what you receive.
Update
Approved fields change
Notify
Your team sees next actions
EXACT SCOPE
Know what you're getting.
What we include, what we need from you, and where the project ends.
What you receive
- Workflow and field mapping
- Record update rules
- Notifications and exception log
Included scope
Agreed CRM and allowed field operations
What we need
- Current CRM workflow
- Record and permission rules
Not includedNo unrestricted access or destructive bulk imports
READY FOR THE NEXT STEP?
Get a custom quote →Let's define your setup.
Tell us your tools and the problem. We confirm the scope, safeguards, timeline and any additional costs in writing.