ApproveThis manages your Monty Integration approvals.

When Sales Speed Meets Approval Discipline

Let’s be real: sales teams live for closing deals, not chasing down signatures. Finance teams exist to prevent chaos, not to play paperwork whack-a-mole. And everyone hates being the person who replies “Hey, just bumping this!” for the third time. This is why combining ApproveThis (the approval muscle) with Monty CRM (the deal-closing machine) isn’t just smart—it’s survival mode for companies scaling past 50 employees.

Why This Combo Works Like Caffeine for Your Sales Ops

Monty tracks deals. ApproveThis automates decisions. Together, they remove the human latency from your sales process. Imagine this: a new $250k deal hits Monty. Before the sales rep even finishes their victory coffee, ApproveThis is already routing the contract for legal review, checking budget thresholds with finance, and pinging the CRO if it’s stuck. No app switching. No status meetings. Just deals moving forward while everyone’s actually working.

Use Cases That Actually Matter (Not Just Fluff)

1. Killing “Approval Amnesia” for Enterprise Deals

Manufacturing companies with complex procurement cycles: When a Monty deal hits a custom pricing threshold, ApproveThis auto-triggers a multi-step approval chain—sales director > product team > legal. No more lost Slack threads. Approvers get email links (no Monty login required), see all deal context, and click approve/deny. Approved? Monty auto-updates the deal stage. Denied? Sales gets feedback without six follow-up calls.

2. Stopping Discount Roulette

Mid-market SaaS companies: Sales reps offer a 15% discount in Monty. ApproveThis checks against real-time CAC metrics using calculated fields. If it’s within budget, auto-approval. If not, escalates to CRO with deal history. Result: Finance stops micromanaging, reps stop guessing, and your margins don’t get nuked by “just this once” exceptions.

3. Escaping Onboarding Hell for New Reps

Agencies adding 20+ clients/month: New Monty deals from junior reps auto-trigger manager approvals in ApproveThis. Managers review terms via email (again, no extra logins), add notes if needed, and either greenlight or route back. No more “I didn’t know I had to check that” moments. Deal quality stays consistent without senior staff drowning in pings.

Setting This Up Without Needing an IT Degree

If you can make a sandwich, you can connect ApproveThis and Monty. Here’s the breakdown:

1. Zapier is the glue: Create a Zapier account (free tier works for testing).
2. Trigger: Pick Monty’s “New Deal” event. Map critical fields (deal size, client name, etc.).
3. Action: Select ApproveThis’s “Create Request”. Set approval rules (who, thresholds, deadlines).
4. Reverse Sync: Add a second Zap for when ApproveThis approves/denies → Update Monty deal status.

Total setup time: 23 minutes (we timed it). No code. No consultants. Just a working automation that your sales ops lead won’t hate.

Who Actually Benefits? (Spoiler: Not Just Sales)

Sales Teams:

Reps stop playing approval secretary. Deals move faster because ApproveThis nags approvers automatically. Customizable reminder intervals mean you’re not the annoying one—the system is.

Finance Teams:

Budget thresholds in ApproveThis act as guardrails, not speed bumps. If a discount request exceeds 10%, it’s auto-routed. No more manual spreadsheets. Plus, audit trails for every decision (because compliance loves paper trails).

Operations:

Vacation delegation in ApproveThis means deals don’t die because someone’s at Burning Man. Approval groups let you require consensus (for big deals) or sequential reviews (for compliance-heavy industries).

The Nerd Stuff You Actually Care About

ApproveThis doesn’t just send emails. It’s got muscle under the hood:

• Approval Thresholds: Auto-approve deals under $5k? Done. Send anything over $50k straight to the CFO’s inbox? Easy.
• Calculated Fields: Automatically factor in payment terms, margin thresholds, or client risk scores when routing approvals.
• Real-Time Dashboards: See which deals are stuck, who’s the bottleneck, and how long approvals take on average. (Hint: This data murders excuses in board meetings.)

Why This Isn’t Just Another “Integration”

Most CRMs have approval features. But they’re either too rigid (looking at you, Salesforce) or too basic (cough, HubSpot). ApproveThis gives Monty users enterprise-grade controls without the enterprise-grade complexity. Example: Conditional approval paths let you route deals differently based on product line, region, or deal size—something Monty alone can’t handle. Plus, since approvers don’t need a Monty license, you can involve external partners or execs without blowing your budget.

Bottom Line: Deals Move Faster, Fewer Mistakes, Less BS

Combining ApproveThis with Monty isn’t about fancy tech—it’s about removing the junk that slows down scaling companies. Sales teams close instead of chasing. Finance has control without being the “no” squad. And clients? They get responses in hours, not days. That’s how you outpace competitors still using email threads and prayer.

Ready to Stop Being a Human Routing Bot?

If your deal approvals take longer than your sales cycle, you’re doing it wrong. Get started with ApproveThis (free 14-day trial, no CC required), or book a 10-minute demo to see how it crushes Monty’s approval bottlenecks. Your future self (and your annoyed sales VP) will thank you.