Our comprehensive approval process workflow can be used for referrals, peer reviews, approval of authority limits, and more.

Users can be notified of open activities to be approved, which can then be resolved on mobile devices to minimise delay.

You can also implement a formal approval process, so that documents cannot go beyond a certain point until they pass a defined step. 

Our time management tools automatically capture hours spent on each customer by integrating with Outlook to record meetings, even allowing for travel.

The platform also analyses relevant salary costs and commissions to provide a profitability report for each customer, so you can focus your resources according to the most viable and valuable business opportunities.