ApproveThis manages your PlanOK GCI Integration approvals.

Why Your Real Estate CRM Needs Approval Automation

Let's be real: real estate deals move fast. Between new leads, payment approvals, and contract sign-offs, your team's stuck playing paperwork ping-pong while competitors close deals. That's where pairing ApproveThis with PlanOK GCI changes the game.

PlanOK GCI keeps your sales cycle organized, but approvals? They're still stuck in email threads, spreadsheets, or worse - someone's "I'll get to it later" pile. ApproveThis acts like the bouncer for your CRM data, automatically routing decisions to the right people with context they actually need. No more digging through old emails or explaining why that $20K vendor payment needs CFO sign-off again.

Here's the kicker: ApproveThis approvers don't need a GCI license. Perfect for when you need external brokers, legal, or investors to sign off without giving them full CRM access. Keep things moving without security nightmares.

3 Ways This Combo Saves Your Team From Itself

1. New Lead? Automate the "Should We Chase This?" Debate

When GCI spots a new high-value lead (think: commercial property inquiries), ApproveThis can auto-create a vetting request. Sales managers get all lead details in one click, approve/deny via email, and GCI automatically updates the lead status. No more Monday morning meetings about leads that went cold over the weekend.

2. Payment Approvals That Don't Require Mind Reading

New invoice in GCI? ApproveThis triggers a request with all payment terms, project budgets, and historical data. Finance approves directly from their inbox - system updates automatically. Bonus: set thresholds so small recurring payments auto-approve, while big ones escalate. No more "Who approved this?!" forensic accounting.

3. Contract Sign-offs That Actually Follow the Process

Ever had a junior agent send a draft contract to legal without the latest addendums? Yeah, we've all burned those midnight oil hours. Connect GCI's contract milestones to ApproveThis workflows that require specific docs be attached before routing to legal. Missing something? The request bounces back instantly, not after 3 weeks in legal limbo.

Not Just for Sales Teams

This integration's sneaky-good for ops teams too. Say a property manager in GCI flags a maintenance emergency. ApproveThis can:

• Auto-create urgent approval requests with vendor quotes
• Bypass normal hierarchies if response time exceeds 2 hours
• Update GCI work orders once approved

Meanwhile, the CFO's happy because all emergency spends get auto-documented without slowing things down.

Setting This Up Without Losing Your Mind

Connect via Zapier in 15 minutes flat:

1. Pick your trigger in GCI (new lead, payment, etc.)
2. Map critical data to ApproveThis fields
3. Set approval rules (who, thresholds, deadlines)

Pro tip: Use ApproveThis' calculated fields to auto-flag deals needing extra scrutiny. Example: If lead value exceeds 5% of quarterly target + involves unfamiliar vendors = auto-route to CFO and legal.

Why This Beats "Just Using GCI"

GCI's approval features? They're fine for simple yes/no's. But when you need:

• Multi-team approvals (sales + legal + finance)
• Automatic escalation after 48 hours
• Approval history that's audit-ready

...that's where ApproveThis picks up the slack. Plus, approvers live in their inbox anyway - why force them into another system?

Real Companies, Real Time Savings

A 150-agent brokerage cut contract approval time from 9 days to 38 hours by combining GCI's milestones with ApproveThis' parallel approvals. Their secret sauce? Auto-attaching mandatory disclosures based on property type so legal had everything upfront.

Another pro move: A property management firm uses vacation delegation. When regional managers are out, approvals auto-reassign without dropping balls. GCI stays updated on who's responsible - no manual handoffs.

Your Move

If you're using PlanOK GCI (check them out here), you're already tracking the right data. ApproveThis just gives that data purpose when decisions need making.

No more "I thought you approved that?" moments. No more chasing signatures instead of closing deals. Just a clean approval chain that keeps pace with your actual business.

Next steps: Book a 15-minute demo showing how we've set this up for similar real estate teams. Or start a free trial and connect your first GCI workflow today. Either way, your future self (and annoyed approvers) will thank you.

FAQ

Q: What if approvers hate new tools?
A: They approve via email. Zero learning curve.

Q: How's this different from GCI's built-in approvals?
A: Two words: conditional logic. Route based on deal size, risk factors, or compliance needs - not just job titles.

Q: Our legal team uses different software. Problem?
A: Nope. They get approval emails with all context attached. Approve from their phone while waiting in court.