Deal Approval
Simplify & Automate Your Sales Approvals
Ensure every deal is vetted, approved, and finalized efficiently with the Deal Approval add-on for monday.com.
Take Control of Your Sales Workflow with Automated Deal Approvals
Deal Approval for monday.com automates the sales approval process, routing requests directly to designated team leads for review. By ensuring every deal is properly vetted, this add-on provides greater control, compliance, and confidence in your sales workflow. Tailor the approval process to meet your unique business needs, whether it’s deal value, product type, or other important criteria.
Streamline Your Sales Process with These Powerful Features
Efficient Deal Approvals
Automatically send deals requiring approval to the right team lead, while allowing others to proceed seamlessly without additional oversight.
Risk Mitigation for Managers
Identify and address potential risks before finalizing agreements, ensuring compliance and reducing vulnerabilities.
Hassle-Free Approvals for Sales People
Eliminate the need for manual approval requests, reducing errors and streamlining the workflow for your sales team.
Customizable Approval Criteria
Tailor approval triggers based on variables such as deal size, product type, or client details, adapting the process to fit your business requirements.
How Does it Work?
Deal Approval integrates seamlessly with your monday.com CRM, providing an intuitive and automated solution for sales approvals. Here’s how it works:
Sign Up for Automation
Sign up for Omnitas Automation as a Service or your own Make account to enable seamless integration.
Define Approval Triggers
Determine which variables—like deal size, product type, or thresholds—will require approval and assign the appropriate team lead.
Install the Solution
We install the solution into your monday.com CRM, ensuring a smooth setup.
Adjust Variables Anytime
Maintain full control by easily modifying approval triggers whenever your business needs evolve.
More Add-ons to explore!
Here are some additional features that can easily be applied to your workflows. They are designed to streamline your work and minimize time spent on manual administrative work.
Security and privacy
monday.com is dedicated to protecting all customers’ data. They follow the strictest security measures on the market in order to make sure that your data is secure and protected. Their global privacy program is based on the most comprehensive and advanced data protection legislation, including the EU General Data Protection Regulation (GDPR).
Enhance Your CRM with Automated Deal Approvals
Take your monday.com CRM to the next level by integrating the Deal Approval add-on. Automate your sales process, ensure compliance, and gain complete control over your deals—all while keeping your workflow efficient and error-free.
Get started with Deal Approval
Ready to streamline your sales approval process? Contact Omnitas Consulting to learn more and get started with Deal Approval for monday.com today.
