Workflow and approvals

Workflow and approval

How FForce! Workflow and approvals management feature makes running your business so much easier!


One thing that differentiates solo entrepreneur ships from their bigger business counterparts is the simplicity of the workflow and approvals process. FForce! Workflow and approvals management feature allows you to design and run any business process with drag and drop simplicity using and manage success with flexible approval processes for deal discounts, expenses, and more.

Every action in a business needs an approval from your immediate boss or rather a group of senior management teams. For instance; a discount which is intended to be extended to your customer cannot be given at your sole decision. It has to be approved by your boss. A travel plan would require approval from senior officials; a marketing campaign needs approval from a marketing head; a candidate selected for a particular role need to be approved by several levels. Similarly there may be several business functionalities that require an “ok” from higher authorities for the actions to be implemented. It is always difficult to frame or design mails and send them to each higher official and have them approved at every step. It is an ongoing process which can be automated.

Specifying certain logics required for the records to be approved and highlighting roles for those who need to approve those records at each phase in an automated way saves time and follow-ups.

What is the purpose of process automation?

  • Improve turnaround time
  • Adhere to certain level of service
  • Adopt permitted actions
  • Assign approval levels for each of your move
  • Get specifications on actions of approval and actions of rejection
  • Associate actions based on approvals
  • Create a clear accountability
  • Gain competitive advantage
  • See bottom-line results


Fed up of performing tasks manually? Then workflow automation feature of FForce is the perfect solution for you as it is one of the most popular features that let you to streamline your business process in an easier way. With this simple interface, you can create and automate several day-to-day tasks within your CRM.

FForce is designed in such a way that it can fit into all of your business flow and help you in optimizing and enhancing your processes.

Right from capturing a lead to finishing a sale deal; right from initiating a project to finalizing the operations; right from billing till collecting payment and managing over dues; right from extending an enhanced customer service till creating a strategy to solve all issues there need to be a system which automates your flow. This is exactly what FForce Workflow feature will let you do.


  • Improves efficiency
  • Reduces time and costs
  • Improves business process via a standardized methodology

When a specified event is likely to come or has happened, workflow automatically triggers actions.

E mail alerts, tasks, field updates, flow triggers, outbound messages are some of the workflow automation that keeps a team on its toes helping them to move in the right direction.