Vtiger allows you to set up approval processes that adhere to your business operations.
With Vtiger's Approvals, you can approve quotes, campaign budget utilization, new hires, leaves, and so on.
Businesses commonly encounter situations wherein an assent from a senior-level executive is required before processes can continue. This assent is referred to as an approval.
Stop wasting time verifying basic process details. Set up entry criteria and rules to validate the approvals before they reach you.
You can choose up to three approvers in every approval rule. You can also create a multi-level approval hierarchy if you need approvals from multiple people.
Set up wait-time for every approver. Once the specified time for one approver is elapsed, the record is sent to the next level approver.
Set up an action that should execute post the Final Approval or Rejection. This action can include sending email alerts, updating fields, or other custom functions.
You can convey the approval or rejection action through WhatsApp message notifications.
You can approve or reject records right from the Vtiger CRM mobile app itself. Never worry about leaving any approvals unfinished. Stay updated on-the-go.
View all the approvals created in one place. Ascertain specific information about an approval, such as the name and status of an approval and related module, by going through the columns.
You can view all the key information for the selected record in one place. You can see the requestor note, activity lists, and followers in this view.
Breezway consolidates and automates its business processes with Vtiger, resulting in YoY sales growth.
Pactia uses Vtiger Workflows to automate its sales process to save time and focus on the more important tasks.
GB Advisors customizes its CRM experience using Vtiger to scale up its customer base exponentially.
Ready to dive in?