Members & Revenue · CRM Sync
Agents write back, or the OS is just a second truth
Every action an agent takes lands on the member record in StockGro's own systems. Drift is checked continuously — a record the OS and the CRM disagree about is treated as an incident, not a rounding error.
Objects in sync
5
Records under management
1.77M
Drifted records
56
auto-repair in progress
Write latency
1.8s
agent action → CRM record
Sync state
Continuous, not nightly
| Object | Records | Last sync | Drift | State |
|---|---|---|---|---|
| Members | 2,14,000 | 20714d ago | 0 | clean |
| Subscriptions | 2,14,000 | 20714d ago | 12 | repairing |
| Conversations | 12,40,000 | 20714d ago | 0 | clean |
| Tickets | 96,400 | 20714d ago | 3 | clean |
| Advisor activity | 41,200 | 20714d ago | 41 | attention |
Advisor activity needs attention
41 drifted records
Advisor call outcomes logged manually don't always match the recording. Rather than overwrite the human, the OS flags the conflict with both versions and asks the advisor to confirm — a written-down disagreement is safer than a quiet correction.
Open with Enablement: 41 conflicts, oldest 11 minutes. None of them block a member action.
What gets written back
Per member, per touch
- · Which agent acted, when, and on what trigger
- · The channel and the language used
- · The offer or repair applied, and its economics
- · The compliance verdict on anything the member saw
- · The human who approved it, where approval was needed
- · The outcome, including an explicit "no response"