ApproveThis manages your Clientify Integration approvals.

When Your CRM Needs Adult Supervision

Let's be real - most CRMs become digital graveyards for half-baked deals and unvetted contacts. Clientify's great at organizing your sales pipeline, but what happens when every new deal or contact needs legal/compliance/finance approval? That's where ApproveThis comes in like a bouncer for your business processes.

We're talking about connecting Clientify's sales automation with approval workflows that actually work for humans. No more:

• Deals stuck in legal review limbo
• New contacts added without proper vetting
• Approval status updates buried in Slack threads

Why This Combo Doesn't Suck

Clientify handles the sales side - contacts, deals, tasks. ApproveThis handles the "can we actually do this?" part. Together through Zapier, they fix three big headaches:

1. No More Approval Amnesia

That moment when your sales team closes a deal... then realizes they forgot to get procurement approval. Our integration auto-triggers approval requests the second something enters Clientify. Legal sees requests in their inbox, not 3 weeks later when the deal's gone cold.

2. External Approvals Without the License Tax

Clientify licenses cost money. ApproveThis lets your external legal counsel or clients approve/reject requests via email - no new accounts needed. Perfect for agencies managing multiple client approvals.

3. Audit Trails That Don't Lie

Clientify tracks deal progress. ApproveThis tracks who approved what and when. Combined, you've got full visibility from first contact to final sign-off. Try explaining that paper trail to auditors without both systems.

Real-World Uses That Don't Put People to Sleep

Use Case 1: New Client Vetting for Agencies

The Problem: Your sales team onboarded a cannabis startup without compliance review. Now legal's pissed and accounting can't process payments.

The Fix: When a new contact hits Clientify, ApproveThis auto-triggers:

1. Compliance checklist
2. Credit check approval
3. Stakeholder sign-off

Bonus: Use calculated fields to auto-approve clients under $50k monthly spend if they pass basic checks.

Use Case 2: Manufacturing Deal Approvals

The Problem: Your plant can't handle another rush order without overtime pay. Sales keeps promising impossible deadlines.

The Fix: New Clientify deals trigger approval chains:

• Production capacity check
• Materials availability review
• Escalation to plant manager if lead time <14 days

Pro Tip: Set approval thresholds to auto-reject orders requiring more than 20% overtime.

Use Case 3: SaaS Upsell Governance

The Problem: Your AE gave 80% off annual plans to 10 clients without CMO approval. Now you're explaining revenue shortfalls.

The Fix: Any Clientify deal exceeding 30% discount triggers:

1. Regional manager approval
2. Finance review
3. CMO final sign-off

Secret Sauce: Vacation delegation ensures approvals never stall when decision-makers are OOO.

Setting This Up Without an IT Degree

Connect Clientify and ApproveThis in 15 minutes flat:

1. Create Zapier account (you probably have one)
2. Choose trigger: "New Contact/Deal" in Clientify
3. Add action: "Create Approval Request" in ApproveThis
4. Map custom fields (pricing, contacts, deadlines)
5. Test with real data (try approving your own request)

Pro Tip: Use ApproveThis' conditional logic to skip unnecessary approvals. Under $10k? Auto-approve and let sales move fast.

Which Teams Stop Hating Their Jobs

Sales Teams

Finally close deals without playing approval detective. Get real-time status updates in Clientify. Escalate stuck approvals with one click.

Legal/Compliance

Review requests in their inbox like normal people. Set expiration dates so sales can't sit on feedback. Maintain version control on contracts.

Operations

Auto-reassign approvals when managers travel. Get audit-ready reports without Excel hell. Set capacity thresholds that actually get respected.

Finance

Require PO approvals before deals finalize. Flag risky payment terms automatically. Integrate with accounting software through existing Zaps.

Why This Isn't Just Another Integration

Most CRMs bolt-on approval features like an afterthought. Clientify + ApproveThis actually respects how enterprises work:

• Multi-tier approvals with real hierarchy
• External participants without login headaches
• Approval logic that adapts to deal size/risk

It's the difference between having approval "features" and an actual approval system that scales with your revenue.

Bottom Line

If your sales team uses Clientify but your approvals live in email chains, spreadsheets, or sticky notes - you're leaving money on the table. ApproveThis adds guardrails without slowing down deals.

Next Steps:

1. Create Free ApproveThis Account
2. Connect to Clientify via Zapier (takes 15 mins)
3. Automate your first approval workflow

Or book a demo to see how 200+ companies fixed their approval mess last quarter.