New: prices in rupees, with GST invoices for teams in India

Governance · 5 min read

Setting up departments and approvals without slowing people down

A light-touch way to add CRM departments, permissions and approval workflows as a team grows, so sign-off protects the business without slowing deals down.

Add structure when there is a reason

Departments and approvals are available from the Business plan. Introduce them when you have a real need, for example finance reviewing discounts or a regional team that should not see another team's records.

Start with departments

Mirror how work is actually divided, not the org chart in full. Keep names recognisable and ownership obvious.

Approve the exceptions, not the routine

An approval step is worth its delay only when the decision carries risk. Pick two or three triggers, such as a discount above a threshold or a non-standard contract term, and leave everything else to normal flow.

More control for larger organisations

Enterprise adds custom field rules, multi-level approvals, SAML and SCIM, and a 7-year audit log for organisations with governance requirements. See enterprise controls and security for the detail.

Book a demoGet started