Review Process

Catch Issues Before They Move Down the Pipeline

Insert structured review and QA checkpoints into your process, so records are verified, corrected and approved before they progress — protecting data quality and deal integrity.


Structured Review, Built Into Your Flow

Review Checkpoints

Require sign-off at key stages before progress.

Reviewer Queues

Give reviewers a clear list of what needs attention.

Corrections Loop

Send records back for fixes with comments.

Audit History

Track who reviewed what, and when.
GetBiz CRM review process

More Process Management Tools

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

Approval Process

Pair reviews with automated approvals.
CRM approval process

Validation Rule

Block bad data before it reaches review.
CRM validation rule

Sales Blueprint

Embed review steps in your guided process.
CRM sales blueprint

Multi-page Layout

Show reviewers the right fields at the right time.
CRM multi-page layout

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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
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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.


Quality at every stage

See why teams add review steps in GetBiz CRM.


Add quality checks to your process.

Add Image Description

The Deal Review Checklist: What to Verify Before Every Deal Advances

A practical deal review checklist covering the fields, terms, and qualification signals to verify before a deal moves to the next stage in your CRM.
GetBiz Solutions
August 25, 2026
Add Image Description

Sales Review Process: Add QA Checkpoints Without Slowing Deals

Learn how to add structured review and QA steps to your sales process so records are checked before they progress — without turning selling into paperwork.
GetBiz Solutions
August 25, 2026

Frequently Asked Questions

What is a review process?

It adds structured review or QA checkpoints so records are verified and corrected before they progress in your pipeline.

Can reviewers send records back?

Yes. Records can be returned for corrections with comments, then resubmitted.

Is review activity tracked?

Yes. There is a full history of who reviewed what and when.