Multi-company
Track this workflow with controlled records, ownership, status changes and reporting.
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Corporate Multi Business CRM CRM
Enterprise CRM for multi-company, multi-branch operations, approvals, departments, HR and consolidated reporting.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Multi-branch
Track this workflow with controlled records, ownership, status changes and reporting.
Approvals
Track this workflow with controlled records, ownership, status changes and reporting.
Departments
Track this workflow with controlled records, ownership, status changes and reporting.
HR
Track this workflow with controlled records, ownership, status changes and reporting.
Reports
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.