ApproveThis manages your SmartTouch NexGen CRM Integration approvals.

When Your CRM and Approval Process Actually Talk to Each Other

Let's be real – most CRMs handle contacts, deals, and pipeline tracking. Most approval tools handle... approvals. But when these systems don't connect? You get manual data entry, lost requests, and that one sales rep who "forgets" to get sign-off on discounts. Enter ApproveThis and SmartTouch NexGen CRM. Together, they automate the handoff between customer data and decision-making. No more spreadsheets. No more "I thought YOU approved that!"

What Each Tool Brings to the Table

SmartTouch NexGen CRM is where home builders and brokers manage leads, track buyer journeys, and close deals faster. It's built for industries where every lead is high-value and timing matters. But like any CRM, it's not great at handling the "can we actually offer this price?" conversations.

ApproveThis handles the messy middle between data and decisions. Think: automatic routing of discount requests, contract approvals, or lead qualification checks based on CRM data. Bonus – approvers don't need a SmartTouch license. Perfect for involving external partners or execs who shouldn't have full CRM access.

Three Ways This Combo Actually Solves Real Problems

1. No More "Oops, I Approved a Bad Lead"

Use Case: New Contact Approval Workflow
Your sales team adds a lead to SmartTouch. Instead of assuming they're qualified, ApproveThis automatically checks:
- Does this buyer meet our minimum budget?
- Are they working with a preferred broker?
- Has legal cleared their corporate structure?

Who This Helps: Home builders dealing with 100+ buyer applications monthly. Route high-value leads to senior agents automatically, filter out tire-kickers without manual review.

2. Killing Paper Forms That Somehow Still Exist

Use Case: Form Entry Verification
A buyer submits a custom floor plan request via SmartTouch. Instead of PDFs floating between departments, ApproveThis:
1. Checks if the request meets standard specs
2. Routes engineering approvals if needed
3. Updates the CRM with approval status AND comments

Who This Helps: Construction suppliers taking custom orders. No more "We approved that change?" surprises six weeks into production.

3. Turning Approved Deals Into CRM Actions (Automatically)

Use Case: Post-Approval Lead Creation
When marketing gets approval for a new promo offer:
1. ApproveThis triggers SmartTouch to create leads for all eligible buyers
2. Sales gets notified ONLY when leads are approval-verified
3. All conditions (like "must close by Q3") auto-populate in CRM fields

Who This Helps: Brokers managing time-sensitive inventory. Stop wasting agents' time on leads that can't close this quarter.

Why Your Teams Will Actually Use This

Sales: They care about two things – speed and not getting overruled. Approval thresholds mean small discounts auto-approve. Big deals get escalated without them chasing VPs.

Operations: Vacation delegation stops approvals from stalling. If your procurement manager is out, requests auto-route to their backup – no IT tickets required.

Finance: Calculated fields enforce rules before requests even hit their inbox. Example: "Total project cost can't exceed 120% of CRM opportunity value."

Setting It Up Without the Usual Disaster

Using Zapier, you connect SmartTouch and ApproveThis in three steps:
1. Pick a trigger in SmartTouch (new contact, form entry, etc.)
2. Map CRM data to ApproveThis fields (budget, broker ID, etc.)
3. Set approval rules (who needs to sign off based on $ amount or custom criteria)

Pro Tip: Start with one workflow – like lead qualification. Test it with a single sales team before company-wide rollout.

The Secret Sauce Other Tools Miss

This integration works because it's not just passing data between systems. It adds decision logic to your CRM actions:

• Auto-approve routine requests (≤$5K discounts) but require CFO review for exceptions
• Add buyer contingency checks to CRM contracts before they're sent

Example: A Midwest home builder reduced approval delays from 3 days to 4 hours by adding inspection contingency checks to their CRM offers.

When to Steal This Setup for Your Company

This combo makes sense if:
- You have ≥50 employees across sales/ops/finance
- Deals require 2+ approvals (pricing, legal, etc.)
- You're using SmartTouch but still do approvals via email

Fun fact: ApproveThis users in real estate see 22% faster contract cycles. Because nobody’s waiting for the broker to return from vacation.

Bottom Line: Approval Workflows Shouldn’t Be a Chore

SmartTouch NexGen CRM + ApproveThis via Zapier is about making decisions keep pace with your deals. It’s for companies tired of having their CRM full of data that doesn’t translate into action.

Ready to stop being the bottleneck? Register for ApproveThis or grab a demo. Takes 8 minutes to see how it works with your SmartTouch setup.