From paper to CRM.
From CRM back to the application.
One mapped workflow for moving application data in both directions—so your team spends less time re-entering information and more time moving work forward.
Built for the full handoff: paper and application forms → CRM records → completed application outputs.
Commercial finance is the first workflow. The data-transfer approach can extend to other teams and processes.
Stop entering the same information twice.
CM-100 connects source documents, application forms, CRM fields, and downstream outputs with mapped data transfer. Less repetitive handling can mean more capacity across the same team.
01 Capture once
Bring structured details from paper or application materials into the CRM fields your team uses.
02 Map the fields
Match information to the right destinations so records stay aligned across each handoff.
03 Send it back
Carry CRM data back into application forms and outputs when the next step calls for it.
More capacity from the work you already do.
Automating repetitive data entry can free staff time, reduce manual processing effort, and let a team handle a larger application workload. Use the calculator to model a scenario for your own operation.
What could your team get back?
Adjust the assumptions to estimate the staff time currently spent re-entering application data.
*Planning estimate based on your inputs and selected work reduction. Capacity assumes reclaimed time is redeployed to similar work. Actual results vary by documents, integrations, and configured workflow. Labor capacity value is not guaranteed payroll savings or revenue.
Speed where it counts.
Configured transfer steps can run in under a second. The full application workflow depends on the source documents, integrations, and review steps—so CM-100 is built to remove avoidable handling without pretending every case is identical.
Application / paper
Source details are captured and mapped.
CRM
Mapped fields move both directions.
Application output
CRM data returns to the next form.
Start with commercial finance.
CM-100’s first workflow moves business and owner details, authorizations, and supporting documents through commercial finance application and CRM processes. We’ll show the transfer flow and discuss what your team needs to map.
CM-100 supports data entry and transfer. Funding decisions remain with the finance provider; no approval or funding outcome is guaranteed. Capacity estimates are illustrative and are not a promise of payroll savings or revenue.