InvestGlass’s approval process feature allows you to automatically launch an approval question when a document is signed or a form submitted. Specify the approvers or select a team of approvers. Notify the approvers when the process starts as well as when the process ends. Freeze the form or document while the process is ongoing. Decide on the approval rule of acceptance. Approval process with improve your entire team’s daily chores and improve customer experience in the long run. The approval process tool is flexible and customizable to any business needs.

Set specific sequences of automation, approval process, tasks, or pipeline change notification. Your sales rep will be guided by the machine when they need to make a human intervention. The InvestGlass artificial intelligence will send to your sales rep, compliance officer or customer email marketing message, notification when they need to interact.