MarketingPilot CRM provides integrated workflow and approvals. Improve collaboration and gain greater control over your sales process, eliminate redundant tasks, and adherence to your approval processes.
Approvals MarketingPilot provides a fully integrated review and approval system. Route and share contracts, proposals, estimates and other documents for approval and review with tremendous
flexibility and ease. MarketingPilot creates an audit trail and provides clear
accountability. Plus, there is no need to make paper
backups of sign-offs, since they are permanently stored in the system.
Share files and solicit comments and feedback; MarketingPilot's threaded notes enable free-form feedback and discussion.
Subscribe to a document and join the discussion about it. Receive email alerts when comments are posted by other users.
Mark-up files with our built-in tool; it's easy to use and works with virtually every file type. You can also use Microsoft Office 'Track Changes' or Adobe Acrobat Comments.
Simple and Easy to Use
When you receive an approval request via email just click on the hyperlink to open the Review and Approval page for the document:
Click on the place in the document where you want to add a comment; or, use other tools to highlight areas of the file.
View the comments made by other reviewers.
Of course, you can reply to comments made by other reviewers.
Not Just for Subscribers MarketingPilot enables you to route documents to anyone with an email address, including clients and prospects. You don't need to purchase subscriptions for clients and staff who only need to be able to review and approve items.
Additional Features
Supports all file types including audio and video.
See all the comments and notes in MarketingPilot without having to open the file.
Route several items at one time.
Track which reviewers have viewed the item and what they think.
Send automatic email reminders to reviewers when they are late; get alerts when everyone is done.
Use serial or concurrent routing methods.
Use routing templates to save time.
Quickly access the approval history of any file
Workflow
Workflow is seamlessly integrated into MarketingPilot CRM. You'll save time every day as you use it for customer service, lead management, working opportunities, resolving cases and completing Jobs. MarketingPilot enhances transparency and accountability. With MarketingPilot it's easy to see what each person is doing and to assign work appropriately.
The Emphasis is on Speed and Flexibility MarketingPilot's workflow features are designed to handle even the most complex and varied workload.
Start Fast
Create workflow templates - always execute using best practices.
Use templates with one click.
Turn on a Dime
Reschedule work with one click; MarketingPilot immediately alerts the entire team.
Add tasks on the fly.
Reassign tasks as needed.
Avoid Surprises
Send reminders via Email or Text Message.
Automatically send Email alerts when new tasks are assigned, received, and updated.
Manage Tasks and Activities
Create To-do's for yourself or assign Tasks to others.
Task dashboards roll-up each user's tasks across projects.
Set start, due and automatic reminder dates.
Display Tasks and Activities on calendars.
Log calls, presentations and proposals with 1-click Tasks.
