Approvals Management

Create automated approval workflows to seamlessly connect the field and the office—for every touchpoint in the customer journey. Manage your operations systematically from a single screen and securely store all decisions in your corporate memory.

Where can I use approvals in the customer journey?

Creating new customer accounts
All processes from discounts to proposals
Updating customer information
Creating new customer accounts
Creating new customer accounts
All processes from discounts to proposals
Updating customer information

Creating new customer accounts

Increase operational flexibility by enabling sales teams to create new customers in the field with automated approval workflows. Feed CRM and ERP systems with manager-approved profiles and accelerate customer acquisition.

All processes from discounts to proposals

Create automated approval workflows for all sales processes and gain full control of what happens in the field. Manage and store all decisions for sales processes and customer visits from one screen.

Updating customer information

Maintain customer data integrity with digital approval workflows triggered by changes in customer fields, and enable your sales teams to enrich customer profiles with up-to-date information.

Create approval workflows as unique as your organisation

Create single or multi-step approval chains. Customise approval workflows based on roles, functions, or departments to align with your company hierarchy and systematise all processes.

Track all operational decisions from a single screen

Each day brings countless decisions to sustain thriving customer relationships. Easily track approvals through reporting screens available on both mobile and web platforms. Preserve all management decisions in your corporate memory for streamlined operations.

Stay in control, even with unexpected demands

Provide your team with the flexibility to create ad hoc requests for unforeseen needs that are not yet integrated into the approval automation flow. Optimise your processes with customised approval workflows tailored to your business.