Escalate Forms For Approvals

Ditch the email based approval management and get every record about the customer in a single place.
Escalations allows you to create multi-level escalation process for deal or pricing approval.
  • Single interface to get all data
  • CRM automatically handles the escalation process
  • Transparent records of action taken by everyone.
  • and more...
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Process Escalations
Escalations
Escalations helps you to automate tedious jobs of getting approval from higher management. For example, to get the confirmation from billing department of a payment you will have to send multiple mails and make phone calls. However, with a escalation process when a payment form is filled the authorised person will be automatically notified for his pending action.

Escalations To Increase Employee Productivity

Repetitive tasks are time consuming and boring, we let you automate them.
Send Email & SMS

Automatically send email or SMS notification to anyone on lead creation or updation.

Tag Management

Automatic tag management helps you with custom reporting. Add tag for any process automatically.

Push Data

Automatically calls webhooks to send data to third party application based on CRM action.

Use Templates

Create templates and send to anyone automatically with dynamic data replacement.

Why should you use escalations?

Reduce Errors

Tasks are automated and based on other actions, so no chance of errors.

Improves Productivity

With automation users doesn't need to make followup calls. Every stakeholder is automatically informed.

No Manual Redundant Tasks

Want to add a tag if a deal is won or remove them if you lost it? Automate it.

Increased Transparency

Since data is not dependant on manual labour, you can be sure about it authenticity.

Better Productivity

Employees will worry less about data input and get more sales for you.

Muliple Task Processing

Update multiple items based on an action in the CRM in a single go and save time.

All the essential tools to run your business smoothly...

Contact Management
Contact Management
Manage every interaction with your customer in an easy to use interface. Get everything communication on your fingertips.
Cloud Telephony
Lead Generation
Engage with your website visitors and convert them into a lead. Text chat is old and boring, with ZipCall you can talk with them in realtime.
Invoicing
Invoicing
Let your team members send quotes and invoices directly from the CRM panel and save your time and convert customers faster.
Helpdesk For Customer Support
Helpdesk
Let your customers raise tickets for support incidents. Your team members can reply to them right from their CRM panel.

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