vtiger approval
Streamline business processes with approval automation

Vtiger allows you to set up approval processes that adhere to your business operations.

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What is an approval?

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.

 

With Vtiger's Approvals, you can approve quotes, campaign budget utilization, new hires, leaves, and so on.

Save time with automation

Stop wasting time verifying basic process details. Set up entry criteria and rules to validate the approvals before they reach you.

Notes to the rescue

Add notes for the approvers to inform them of any additional information.

Eliminate dependencies

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.

Prevent unnecessary stagnation

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.

Streamline the post-approval process

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.

Send notifications via WhatsApp

You can convey the approval or rejection action through WhatsApp message notifications.

List view in approvals

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.

Summary view in approvals

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.

Ideal for the connected world

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.

Sign up for Vtiger CRM and Automate the Approval Process

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