ApproveThis manages your MaxCustomer Integration approvals.

When Your CRM and Approvals Play Nice, Everyone Wins

Let’s be real - nothing kills momentum faster than chasing down signatures for every customer discount, contract change, or sales exception. MaxCustomer keeps your client data organized, but approvals? That’s where things get messy. ApproveThis acts like the traffic cop between your CRM and the dozen people who need to say “yes.” Connect them through Zapier, and you’ve got a system where requests move faster than the sales team’s coffee budget.

Why This Combo Doesn’t Suck

Most approval tools treat your CRM like a dumb database. Ours actually talks back. When a new lead in MaxCustomer needs special pricing? ApproveThis automatically pings the right manager. Deal approved? The CRM updates before the sales rep finishes their victory lap. It’s not “integration” - it’s actual conversation between systems.

Three Ways This Saves Your Ass

1. No more approval black holes: Every request tied to actual customer records. No spreadsheets, no “I thought you had it?”
2. Stop paying for approver seats: Clients/contractors can approve directly via email. They don’t need MaxCustomer logins.
3. Audit trails that don’t lie: See exactly who approved that sketchy discount… and when.

Real Sh*t You Can Automate Today

Use Case 1: “Why Is This Discount Taking Forever?”

Scenario: Sales rep creates a MaxCustomer record for a custom enterprise deal. The system automatically:
1. Checks discount percentage against approval thresholds
2. Routes to regional manager if under 15%
3. Escalates to VP Sales if over 15%
4. Updates MaxCustomer deal stage once approved

Who cares: Sales ops teams tired of manually calculating approval chains. Finance teams who want guardrails without playing hall monitor.

Use Case 2: “Whose Client Is This Anyway?”

Scenario: Marketing generates a lead that needs territory assignment. The automation:
1. Creates approval request with lead details
2. Routes to conflicting sales managers
3. Uses calculated fields to show account potential
4. Updates MaxCustomer owner field post-approval

Who cares: Sales leaders sick of territory disputes. Marketing tired of leads rotting in limbo.

Setting This Up Without an IT Ticket

1. Zapier account (free tier works)
2. ApproveThis + MaxCustomer logins
3. 15 minutes (we timed it)

Basic Flow:
MaxCustomer trigger (new record/field change) → ApproveThis creates request → Approvers battle it out → Approved? → MaxCustomer updates automatically.
Denied? → Task gets reassigned in MaxCustomer with notes.

Department-Specific Wins

Sales Teams:

Close deals faster by tying approvals to actual pipeline stages. Custom pricing gets approved before the prospect gets cold feet. Vacation delegation means no deal sits waiting for someone’s Cabo return.

Marketing:

Approved campaign budgets auto-sync to MaxCustomer contacts. Lead routing approvals prevent internal squabbles. Event spend gets multiple sign-offs without 37 forwarded emails.

Operations:

Procurement requests tied directly to client accounts in MaxCustomer. Vendor contracts require legal approval only when dollar thresholds are crossed. SLA tracking built into approval timelines.

Features You’ll Actually Use

Beyond basic approvals, this combo lets you:
- Auto-approve small discounts but flag big risks
- Require consensus from all managers in a region
- Calculate commission impacts during approval
- Pull live CRM data into approval requests

The Part Where We Tell You What To Do

If your approval process involves more herding than actual work, it’s broken. We’re not saying ApproveThis + MaxCustomer will make you love compliance. But it might make you hate it less.

Get started free or book a 12-minute demo where we’ll show actual workflows, not sales fluff.