ApproveThis manages your Sperse Integration approvals.

When Your CRM Needs Adult Supervision

Let's be real - CRMs like Sperse are fantastic at organizing customer data until someone needs to make a decision. That's where approval processes turn into digital ghost towns. Sales teams ping-pong emails about discount approvals. Finance loses invoices in Slack threads. Operations gets stuck waiting for three managers to bless a subscription change.

ApproveThis acts like Sperse's decision-making spine. While Sperse tracks leads, payments, and subscriptions, we automate the "who needs to sign off on this?" layer. No more herding cats for approvals - just structured workflows that keep deals moving and compliance teams breathing normally.

Why This Combo Doesn't Suck

Most approval tools force everyone to live in yet another system. With our Zapier integration, approvers interact via email while Sperse keeps doing what it does best. Key perks:

• No license tax: External partners approve directly from their inbox - no Sperse login required
• Zero blind spots: Track every pending decision beside the actual Sperse records

Imagine approving a client's custom subscription package without jumping between Sperse, email, and some clunky approval portal. That's the reality we're enabling.

Real-World Fixes for Annoying Problems

1. Sales Teams: Stop Leaving Money in Email

New Sperse lead → auto-create approval request for:

• Enterprise deal discounts over 15%
• Custom contract terms
• High-risk client onboarding

Example: A 200-person cybersecurity company routes all new client proposals through ApproveThis. Legal approves NDAs in Sperse context, sales ops verifies pricing, and the CRO greenlights deals over $50K - all before the prospect gets paperwork.

2. Finance Teams: Kill Invoice Amnesia

Sperse payment created → require approvals for:

- Vendor payments over $10K
- Client refund requests
- Subscription plan changes affecting revenue

Example: A regional bank uses ApproveThis thresholds to auto-approve routine transactions while flagging anomalies. Fraud detection teams get instant alerts for unusual payment patterns directly tied to Sperse records.

3. Operations: Subscription Guardrails

New Sperse subscription → trigger approvals for:

- Custom SLA terms
- Non-standard billing cycles
- Service tier upgrades

Example: A SaaS company automatically routes all annual plan changes through ApproveThis. Account managers can offer discounts up to 20% autonomously, while anything beyond that requires quick VP approval with full Sperse contract history visible.

Setup That Won't Make You Hate Tech

Connect Sperse to ApproveThis in Zapier (takes 8 minutes):

1. Create Zapier account (if you somehow don't have one)
2. Choose Sperse trigger (new lead/payment/subscription)
3. Add ApproveThis action (create request)
4. Map Sperse data to approval fields
5. Test with real $10 invoice instead of "lorem ipsum"

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing attention. Example: "If discount > 25% and deal size < $5K, require CFO approval."

Bonus Superpowers You'll Actually Use

While building your Zaps, remember ApproveThis handles:

Approval Escalations: Auto-route stuck requests after 24 hrs
Vacation Coverage: No more "Waiting for Bob's reply" emails
Conditional Paths: Different approvers for different Sperse deal types

These aren't check-the-box features - they're what make the integration actually work when someone's on PTO or a deal goes sideways.

Who Benefits Besides Your Sanity?

Customer Success

Approve contract changes before updating Sperse subscriptions. No more "Oops we promised something illegal" moments.

Compliance Teams

Every approval decision lives alongside Sperse records. Auditors stop giving you that judgy look during reviews.

Department Heads

See approval bottlenecks in real dashboards. Finally have data to justify hiring that junior analyst.

Common "Yeah Buts" We've Heard

"We have custom Sperse fields"
So? Map them directly into approval requests. ApproveThis doesn't care about your CRM's drama.

"Our approvers are technophobes"
Perfect. They approve via email while watching Netflix. Zero training required.

"We use Sperse mobile"
Approval emails work on iPhone 7s too. No app install needed.

How This Pays for Itself

Math time. If your team processes 50 approvals/week:

- 15 mins saved per request (no status meetings)
- 750 mins/week recovered
- 62.5 hours/month back
- $3,750/mo saved (at $60/hr avg)

Meanwhile, ApproveThis costs less than your office snack budget. Priorities.

Next Steps That Don't Suck

1. Register for ApproveThis (free trial, no CC)
2. Connect to Sperse via Zapier
3. Automate one approval process this week
4. Tell your boss you "optimized workflows"

Or book a demo if you prefer someone else doing the heavy lifting first.