Control Every Decision.
Before It Happens.
Approval workflows built into your CRM. Gate deals, discounts, and actions behind the right sign-offs, with full audit trails.
Approvals That Keep You In Control
Workflows, notifications, automation triggers, and audit trails.
Nothing Slips Through Without Sign-Off
Set up approval steps on deals, quotes, discounts, or any action that needs a second pair of eyes. Approvers get notified instantly. One click to approve or reject. Full audit trail of every decision.
- Approve or reject in one click
- Full audit trail
- Works on deals and actions
- Custom approval rules
The Right People, In the Right Order
Assign one or multiple approvers per step. Set sequential or parallel approval chains. Escalate automatically if approvals aren't actioned in time. Everyone knows exactly what they need to approve.
- Sequential or parallel chains
- Multiple approvers per step
- Auto-escalation on timeout
- Clear responsibility
Never Miss an Approval Request
Approvers are notified via email and in-app the moment a request is submitted. See pending approvals on your dashboard. Track which approvals are waiting, approved, or rejected at a glance.
- Email and in-app alerts
- Dashboard overview
- Status tracking
- Pending queue
Approvals That Power Your Workflows
Connect approvals to automations. When approved, automatically move deals, send emails, create tasks, or trigger any workflow. When rejected, route back with feedback. No manual follow-up needed.
- Trigger automations on approval
- Route rejections with feedback
- Move deals automatically
- Zero manual follow-up
Granular Control Over Every Decision
Define which team members can approve which types of requests. Role-based permissions ensure only authorised users can sign off on sensitive actions like discounts, refunds, or high-value deals.
- Role-based approval permissions
- Sensitive action gates
- Per-type approver rules
- Compliance-ready
Everything You Need To Know
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