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Agent library / Data and reporting / Source documents into the CRM

Source documents into the CRM

PitCrew reads client documents, such as trusts, estate documents and insurance summaries, pulls the key facts into the right CRM fields and links each one to its source. Nothing is written without approval.

When it runsWhen a document arrives
Who approvesOperations or client service
Works withDocument storage, your CRM
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How it works

4 steps. A person decides at the end.

  1. Reads the documentAnd identifies its type
  2. Pulls the factsFor example trustees or policy amounts
  3. Proposes CRM updatesWith the page each came from
  4. A person approvesA person approvesEach update

What it reads and what it produces

Reads

  • Client documents

Produces

  • Proposed CRM updates with sources
  • A summary on the client record

Rules it follows

  • Cites the pageEvery value links to its source.
  • Never writes without approvalEach update is approved.

Questions firms ask

Last updated: October 2026

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

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