ApproveThis manages your ZeeRM Integration approvals.

1. Killing Contact Roulette

Scenario: Your sales team adds 50 new contacts from a trade show. Normally, this triggers a game of “Who’s responsible for vetting these?” With our integration:

• New ZeeRM contact → Auto-creates ApproveThis request
• Legal gets anything from regulated industries
• Sales ops handles enterprise-level accounts

Real-world win: A logistics company reduced duplicate contacts by 40% by requiring warehouse manager approvals before adding new vendor entries.

2. Lead Approval That Doesn’t Leak Revenue

Problem: Your SDRs are excited. Too excited. They’re marking unqualified leads as “sales-ready” just to hit quotas. The fix:

• ZeeRM lead creation → Triggers ApproveThis workflow
• Automatically checks lead score, budget, timeline
• Routes to correct AE based on deal size thresholds

Bonus: ApproveThis’ calculated fields auto-flag leads needing exec sign-off. No more $500K deals stuck in limbo because someone didn’t know the escalation path.

3. Job Status Changes That Don’t Cause Heart Attacks

Manufacturing client story: Their ZeeRM tracks production jobs. When a delay happens, ApproveThis:

1. Detects ZeeRM status change to “Delayed”
2. Creates approval chain: Production Manager → Procurement → Client Success
3. Only updates customer portals after all internal OKs

Result: 62% fewer panic calls from account managers about unauthorized delay comms.

Sales Teams: Stop Chasing Signatures

ApproveThis’ email approvals mean your VP doesn’t need to log into ZeeRM to approve a discount. They click “Approve” in Gmail, ZeeRM updates automatically, and the deal moves. License costs stay low because approvers don’t need ZeeRM seats.

Operations: Audit Trails That Don’t Lie

Every ZeeRM change via ApproveThis logs who approved what, when, and why. Got a vendor complaining about late payments? Pull up the approval chain showing their accounting team OK’d the net-60 terms.

Finance: Thresholds That Enforce Themselves

Set ApproveThis rules like:

“Any ZeeRM contract over $25K needs CFO approval. Under that? Auto-approve if gross margin stays above 40%.” Now your deals desk isn’t bugging finance about small fries.