Business Process Automation

EasyMerch FlowEngine automates the operational workflows that slow down field teams - from approval chains and task escalations to document routing and exception handling: approvals, task assignment, escalation, reporting, visit logic, audits, and cross-team processes. Configure custom business rules without code, eliminate manual handoffs, and ensure every process runs consistently across your entire field network.

A graph of status changes of "Paid Fridge Install" document

CRM & Business Process Automation is a standalone EasyMerch functionality much like salesforce, odoo or microsoft sharepoint.
Due to high level of customization, EasyMerch CRM supports almost any variants of workflows, including 3rd-party integration, calculations, dynamic document routing, embedded documents - all of them secured by row level data filtering by individual access rights, subordination and individual user assignment to retail networks and territories.(put in short: for example, only supervisor of document creator will be able to edit fields in current status and only KAM of exact region will be able to transition to next status)