ApproveThis manages your Simple Mobile CRM Integration approvals.

When "Mobile-Friendly" Meets "Approval-Ready"

Let's be real - most CRMs are great at tracking contacts but terrible at handling the "okay, who needs to sign off on this?" part of work. That's where pairing Simple Mobile CRM with ApproveThis turns your sales process from a game of approval telephone into something that actually works. No more chasing down managers in parking lots or waiting three days to approve a client discount because someone's on vacation.

ApproveThis handles the decision-making grunt work through customizable workflows, while Simple Mobile CRM keeps your team mobile and connected. Together, they're like giving your approval processes a caffeine shot - sudden clarity on who's responsible, automatic reminders for slowpokes, and a clear paper trail when accounting comes asking questions.

Why This Combo Doesn't Suck

Most approval tools require everyone to log into Yet Another System. But here's the kicker - ApproveThis approvers don't need a Simple Mobile CRM license. Perfect for getting quick sign-offs from external partners or execs who'd rather approve via email than learn new software. Meanwhile, your sales team keeps working in the CRM they already use.

Real-world example: Your AE notes a custom pricing request in Simple Mobile CRM during a client lunch. ApproveThis automatically:

• Routes it to Sales Ops for feasibility check
• Escalates to CFO if discount exceeds 20%
• Updates the CRM deal record once approved

All before the waiter brings the check. Try that with manual approvals.

Stop Doing These Things Manually

Use Case 1: Sales Discount Approvals That Don't Kill Deals

Problem: Your reps promise discounts to close deals, but finance claws them back later because "nobody approved it." Classic.

Fix: When a rep adds a pricing note in Simple Mobile CRM, ApproveThis:

• Checks deal size against preset thresholds
• Routes to correct approver based on discount percentage
• Auto-denies requests missing required client info

Manufacturing companies use this to approve custom product pricing without delaying shipments. Marketing agencies automate client spend increases mid-campaign.

Use Case 2: Client Onboarding Without the Paperwork Shuffle

Problem: New client intake forms get stuck in legal review purgatory.

Fix: Simple Mobile CRM captures initial client requirements via email notes > ApproveThis routes NDAs and SOWs to:

1. Legal team (contract review)
2. Account lead (resource allocation)
3. Client contact (e-signature)

IT firms cut onboarding from 2 weeks to 3 days using this. Bonus: Vacation delegation means approvals never wait on unavailable staff.

Setup That Doesn't Require a PhD

1. Connect via Zapier - ApproveThis plays nice with 5000+ apps, but we're focusing on Simple Mobile CRM here.

2. Trigger: "New Email Note" in Simple Mobile CRM (client request, internal note, etc.)

3. Action: "Create Approval Request" in ApproveThis with mapped fields (deal size, client name, notes)

Pro tip: Use ApproveThis' calculated fields to auto-flag requests needing special handling. Example: If deal value > $50K, require VP approval regardless of discount percentage.

Which Teams Stop Hating Their Jobs

Sales Teams

Get real-time approval statuses in Simple Mobile CRM instead of refreshing email every 5 minutes. Automatic reminders nudge approvers so deals don't stall.

Operations

Set approval thresholds that actually work. Auto-approve small expenses but require receipts over $500. Route vendor contracts through legal only when needed.

Leadership

See approval bottlenecks in ApproveThis dashboards. Notice all deals get stuck at legal? Maybe hire another lawyer. Or simplify your contracts. Your call.

But Wait, There's Actual Useful Features

ApproveThis isn't just another approval queue. When integrated with Simple Mobile CRM:

Email approvals - Approvers can sign off directly from Gmail. No login required. Critical for external partners.

Conditional routing - New client from a high-risk industry? Route to compliance first. Existing customer? Fast-track to account manager.

Audit trails - Every approval decision timestamped with comments. Perfect for SOC 2 compliance or when clients ask "Why did this take so long?"

When Not to Use This Integration

If your approval process is "Shout across the office and hope for the best," maybe fix that first. Also not ideal if:

- You need 10+ approval layers (but seriously, streamline that)

- Your CRM data is a mess (garbage in, garbage out applies)

- You enjoy playing approval detective every quarter

Bottom Line

Simple Mobile CRM keeps your team mobile. ApproveThis keeps decisions moving. Together, they prevent these scenarios:

- Losing deals to competitors with faster approval cycles

- Email chains with 17 "Approve" replies but no actual sign-off

- Quarterly audits turning into blame games

Setup takes 20 minutes. The ROI? Probably kicks in by lunchtime.

Do Something That Feels Like Progress

Register for ApproveThis and connect your Simple Mobile CRM account via Zapier. Or schedule a demo to see how approval workflows actually work when they're not held together by sticky notes and hope.

Pro tip: Your free trial doesn't require a credit card. Because we're not monsters.