Revenue Operations

When a deal closes in your CRM, the real work begins. Finance needs to approve contracts, documents need verification, and IT has to provision accounts. Flow Master orchestrates this entire handoff automatically, connecting your CRM, finance approvals, and project tools into one seamless onboarding flow. No one changes their tools, everyone stays in sync.

Key Benefits

• Automatically trigger onboarding flows when a deal closes in your CRM
• Route contract approvals to Finance without manual email chains
• Create provisioning tasks in IT project tools like Jira automatically
• Enable managers to approve directly from Slack or Teams
• Cut customer onboarding time by up to 60%
• Maintain full audit trail of every approval and handoff
• Eliminate data entry duplication between Sales, Finance, and IT systems