RevitPay × Vigil Harbor
CRM Unification & Intelligence Layer
Demo
Your marketing CRM knows who's interested. Your operations CRM knows who's processing. Nothing connects them.
Sales CRM
Pipedrive
47 active leads
Pipeline, campaigns, contacts
DISCONNECTED
Operations CRM
IRIS CRM
23 active merchants
TurboApp, ScanX, Residuals
Manual re-entry
Pipedrive → IRIS CRM data copied by hand
~15 min/merchant
Blind spots
Sales can't see app status without switching systems
3–5 switches/day
Spreadsheet bridges
Paper and Excel fill the gap between systems
Error-prone
Zero attribution
Can't track which campaigns produce best merchants
No ROI data
What "bridging the gap" looks like today
merchant_tracking_march.xlsx
Row 14: Green Valley Wellness | CBD | Applied 3/12 | Status: ??? | Check IRIS
Row 15: Wanderlust Adventures | Travel | Applied 3/18 | Status: ??? | Ask Brandon
Row 16: NovaPay Solutions | SaaS | Applied 3/8 | Approved? | Verify manually
Last updated: 3 days ago — accuracy unknown
Avg Days to Approve
21
Industry average
Revenue Lost / Month
$47K
From slow onboarding
Hours / Week
12+
Manual data entry
Keep the tools you know. We add the intelligence layer.