Reads the CRM, maps to each vendor's form
Your fields, your deal stages, your triggers. Mapping can differ by vendor. If a deal is missing something a portal needs, the owner gets one question, not a form.
You already make sure deals are in the CRM. Capture takes it from there: maps each deal to the vendor's form, registers it, follows it through and writes the status back. No nudging sellers to log into portals.
Your fields, your deal stages, your triggers. Mapping can differ by vendor. If a deal is missing something a portal needs, the owner gets one question, not a form.
Optional, on the fields you choose, so sellers see registration status where they already work. Or keep the CRM read-only and let Capture hold the status.
No shared passwords in a vault, no personal accounts doing the company's registrations. Vendor replies reach the deal owner.
Fully automatic, released by a person or assist only. Change them whenever you like.
If the CRM rejects a write, you get the CRM's own message against the deal and retry from Capture.
Usually sales ops or RevOps, sometimes the vendor and alliances function. Owning it means the reports come to you and you set the modes. There is no daily operation. The automation runs on every deal whether anyone logs in or not; people open Capture for the monthly report, a QBR, a budget conversation or a dispute.
Connect Capture to the one you have. When you move, we reconnect in a short call. Nothing in Capture has to be rebuilt.
Each page answers one question buyers ask, so you can send it to whoever needs it.
Every qualifying deal registered in the most profitable way, followed through and claimed. See what it would mean for your vendors.