Instantly update your CRM with your Passthrough sub doc data, and vice-versa. For firms that don't have time to slow down.
A couple of clicks on your dashboard and Passthrough automatically integrates with your CRM. Configure your field mapping however you need it.
Pre fill Passthrough sub docs with data in your CRM and send to investors for an even better onboarding experience.
Automatically update your CRM with data from your completed Passthrough sub docs.
You won't need to dedicate engineering resources to build a custom solution on a vendor's API. We've already done virtually all the heavy lifting.
There's no need to rip and replace or write complicated code. Passthrough works with the CRM you already have and whatever custom fields you want to map.
Update your CRM from your Passthrough sub docs as often as you want, with whatever custom fields you need.
Build custom field mapping, action triggers, and more, directly in your CRM. Accelerate your raise like never before.
Chief Operating Officer at G Squared