Approval Process

Automate Approvals So Deals Never Wait

Route discounts, quotes and deals to the right approver automatically, with multi-level rules and instant notifications — so nothing stalls waiting for a sign-off.


Fast, Consistent Approvals

Multi-level Rules

Chain approvers by amount, stage or team.

Instant Routing

Requests reach the right person in seconds.

Notifications

Approvers are alerted and can act in one click.

Full Audit Trail

Every approval is logged for compliance.
GetBiz CRM approval process

More Process Management Tools

Approval Process works with the rest of GetBiz CRM process management.

Sales Blueprint

Embed approvals inside your guided sales process.
CRM sales blueprint

Assignment Rule

Assign records to the right owner and approver.
CRM assignment rule

Review Process

Add review checkpoints before approvals.
CRM review process

Validation Rule

Ensure records are complete before approval.
CRM validation rule

Discover the best CRM solutions
with GetBiz Solutions today.

Pricing

Simple CRM Pricing, All the Features You Need

Standard

₹499 /user / month

For small teams getting started with CRM.

  • Lead & contact management
  • Deal pipelines
  • Email integration
  • Basic reports & dashboards
  • Web forms
Start 15 Days Trial
MOST POPULAR

Professional

₹999 /user / month

For growing sales teams that need automation.

  • Everything in Standard
  • Workflow automation
  • Sales cadences
  • Revenue forecasting
  • Advanced analytics
  • Multi-channel (SMS, WhatsApp, chat)
Start 15 Days Trial

Enterprise

Custom

For large teams with advanced needs.

  • Everything in Professional
  • Advanced process management
  • Multiple currencies
  • Custom roles & permissions
  • Dedicated success manager
  • Priority support
Book A Demo

Prices are billed annually. Need something custom? Talk to sales.


Keep deals moving

See why teams automate approvals in GetBiz CRM.


Automate your approvals today.

Add Image Description

Deal Approval Process: How to Approve Discounts Without Slowing Sales

How to design a deal and discount approval process that protects margin without making reps wait days — using automated, rule-based approvals in your CRM.
GetBiz Solutions
August 26, 2026
Add Image Description

Sales Approval Workflows: How to Automate Deal & Discount Approvals

Learn how to design and automate sales approval workflows for discounts, quotes and deals in your CRM — so approvals happen in minutes, not days, and deals never stall.
GetBiz Solutions
August 22, 2026

Frequently Asked Questions

What can I automate with approval processes?

Discounts, quotes, deals and any record change can be routed for multi-level approval automatically.

Are approvals multi-level?

Yes. You can chain approvers by amount, stage or team.

Is there an audit trail?

Yes. Every approval and rejection is logged for compliance.