An internal CRM where agents prepare the paperwork and people approve it: quotations, invoices, payments, recurring fees, expenses and documents. Recurring fees are invoiced on schedule, and every invoice waits for a person's approval.
Customers, quotations, invoices and approvals in one place.
This capability is in early access. It is switched on per organization after a short onboarding with our team.
Filing a document, matching a payment or drafting an invoice becomes a proposal with its evidence. Approval rules set who may approve which kind of change.
We will walk you through it with your own data and your own channels.