ApproveThis manages your Painel do Corretor Integration approvals.

When CRM Meets Approval Muscle

Let’s get real: CRMs are great at tracking contacts and deals, but they’re terrible at handling approvals. Painel do Corretor helps insurance brokers and real estate teams manage client relationships, but when it comes to getting sign-offs on deals or new contacts? You’re stuck with email chains, missed Slack messages, and delays that cost actual money. That’s where ApproveThis comes in – we’re the missing layer that turns “waiting forever” into “done by Tuesday.”

Why This Combo Doesn’t Just Work – It Wins

Painel do Corretor keeps your sales pipeline moving. ApproveThis keeps decisions from getting stuck. Connect them via Zapier, and you’ve got a system where:

• New contacts in Painel do Corretor auto-trigger compliance reviews
• Deals require approvals before they clog your pipeline
• Approved requests instantly become CRM entries – no copy-pasting

The kicker? Approvers don’t need Painel do Corretor licenses. Perfect for involving external partners or execs who just need to say “yes” or “no” without learning new software.

Real Problems, Real Fixes

Use Case 1: No More Rogue Contacts

Insurance brokers: Imagine every new lead in Painel do Corretor automatically needing compliance approval before your team can pitch. ApproveThis adds:

• Auto-escalation if potential commission exceeds $10K
• Parallel approvals from legal and underwriting teams
• Automatic reminders that actually get responses

Real-world impact: A 200-person brokerage cut 37 hours/month of “Hey, did you review that guy?” follow-ups.

Use Case 2: Deals That Don’t Die in Committee

Property managers: New rental deal in Painel do Corretor? ApproveThis routes it to:

1. Regional manager (must approve within 24hrs)
2. Legal (only if lease terms are non-standard)
3. CFO (if deposit exceeds $50K)

Bonus: Calculated Fields auto-flag deals needing extra scrutiny. No more under-the-radar discounts.

Use Case 3: From “Approved” to “Active” in 0 Clicks

When an ApproveThis request gets approved, Zapier automatically:

- Creates the Painel do Corretor deal
- Tags it with the approver’s name
- Sets follow-up tasks for the sales team

Cold hard result: A 5,000-employee real estate firm closed deals 11 days faster by eliminating manual data entry.

Setup That Doesn’t Need IT

Three steps even your least techy sales rep can handle:

1. Connect: Log into both ApproveThis and Painel do Corretor via Zapier
2. Pick Triggers: “New Contact” or “New Deal” in Painel do Corretor
3. Build Rules: “If deal value >$X, require CFO approval”

Pro tip: Use ApproveThis’ Vacation Delegation so summer Fridays don’t bottleneck approvals.

Who Actually Benefits?

Sales Teams: Stop Chasing Approvals

Your AE’s job is selling, not herding cats. When ApproveThis automatically:

- Routes deals to the right approver
- Sends reminders
- Updates Painel do Corretor upon approval

…they gain 3-5 hours/week. That’s 15+ more calls/month.

Operations: Enforce Rules Without Being the Bad Guy

Auto-reject deals that skip required steps. Require 2 signatures on high-risk contracts. Approval thresholds ensure policies get followed – no awkward conversations.

Finance: Control Without Micromanaging

Get auto-alerted only when deals hit $ thresholds you set. Approve via email without logging into yet another system. See real-time reports on what’s pending.

Features You’ll Actually Use

Beyond basic approvals, this integration lets you:

Email-Based Approvals: Clients approve via email – no app logins required.
Approval Groups: Require 3/5 team leads to approve large discounts.
Real-Time Dashboards: See every pending deal across all Painel do Corretor pipelines.

The Bottom Line

Painel do Corretor organizes your deals. ApproveThis organizes your decisions. Together via Zapier, they ensure:

- No compliance fires
- Faster deal velocity
- Less administrative work

Next Steps

If you’re using Painel do Corretor and still...

- Chase approvals over Teams
- Have deals stuck in “review” purgatory
- Manually update CRM post-approval

…you’re leaving money on the table. Register for ApproveThis or book a 15-minute demo. We’ll show you how to connect the dots in under an hour.