What breaks
at this point.
01
Discount approvals stall deals
Requests sit in a manager’s inbox while the quarter closes.
02
Onboarding starts from scratch
Every signed deal kicks off a new email chain.
From signed quote to renewal,
without the gaps.
Kilter picks up where the CRM stops: approvals, signatures, onboarding and adoption run on the same line, with an owner and an SLA at every stage.
01
Quote
Owner
Sales
System
CRM
SLA
4h
02
Approval
Owner
Deal desk
System
Kilter
SLA
1d
03
Signature
Owner
Legal
System
Kilter
SLA
2d
04
Onboarding
Owner
CSM
System
Kilter
SLA
14d
05
Adoption
Owner
CSM
System
Kilter
SLA
90d
06
Renewal
Owner
Account team
System
CRM
SLA
120d out
What changes
in the first month.
Deal desk
Approvals at the speed of the deal.
Discounts, non-standard terms and legal review route by threshold, in parallel, with approvers acting from Slack or Teams.
Threshold-based approval chains
Legal and finance in parallel
Status written back to the CRM
Onboarding
From signature to first value, on rails.
A closed-won stage starts the onboarding line automatically, with owners, budgets and customer-facing updates.
CRM stage triggers
Customer status updates
Time-to-value reporting
A plan you can start
on Monday.
01
Connect your CRM
HubSpot or Salesforce, two-way.
Day 1
02
Move deal desk approvals
Thresholds remove most approvals entirely.
Week 1
03
Automate onboarding kick-off
Closed-won starts the line.
Week 2
04
Add renewals
Start the renewal line 120 days out.
Month 2
4 days
Month-end close (Mesa Ledger, fictional)
212
Approvals routed each month
Customer story
Mesa Ledger
I used to spend day one of the close building a picture of where we were. Now I open the dashboard and start fixing what’s late.
Marcus Bell · Controller
4 days
Month-end close, down from 9
Recommended plan
Growth
CRM integrations, approvals and onboarding workflows with SLA tracking.
From $44 / user / month, billed annually
Questions
from teams like yours.
Ask us anything
