TG CRM · Process Management
Sales Process Management — TG CRM
Design your sales and service processes visually and enforce stages, checklists and approvals at every step.
- Visual process designer
- Stage-gate checklists
- Approval workflows
- SLA and escalation rules
Why TG CRM
Process Management that’s connected to your whole business
TG CRM gives sales, marketing and service teams one view of every customer. AI scores leads, suggests next actions and automates follow-ups so reps spend more time selling and less time updating records.
Explore TG CRMSales force automation
Leads, deals, quotes and forecasts in a pipeline your team will actually use.
AI insights
Lead scoring, deal-risk alerts and next-best-action recommendations.
Omnichannel inbox
Email, phone, WhatsApp, web chat and social conversations in one timeline.
Journey orchestration
Trigger personalised campaigns and tasks based on customer behaviour.
Ask about process management in plain language
Type a question and get the answer from your own data, with alerts when something needs attention. It works across every other TG CRM module. The panel shows example questions with sample data.
Which deals are most likely to close this month?
8 deals have a win probability above 70%, worth ₹2.3 Cr. Two have had no activity for 9 days — I drafted follow-ups.
Summarise my last call with Al Noor Trading
They want a 3-branch rollout by March, are price-sensitive on licences and asked for an Arabic interface. Next step: proposal by Friday.
Capabilities
What you can do with Process Management
Visual process designer
Stage-gate checklists
Approval workflows
SLA and escalation rules
Part of TG CRM
Explore more TG CRM modules
Omnichannel Engagement
Talk to customers on email, phone, WhatsApp, chat and social while keeping every interaction on a single timeline.
Learn moreCustomization
Shape the CRM around your business with custom modules, fields, layouts and automation — no coding required.
Learn moreCRM Analytics
Dashboards and reports show pipeline health, conversion rates and team performance in real time.
Learn moreGood to know
Process Management — frequently asked questions
What is Process Management in TG CRM?
Design your sales and service processes visually and enforce stages, checklists and approvals at every step.
What are the key features of TG CRM Process Management?
Key features include visual process designer, Stage-gate checklists, approval workflows and SLA and escalation rules.
Does Process Management work with the rest of TG CRM?
Yes. Process Management shares one database with Omnichannel Engagement, Customization and CRM Analytics and every other TG CRM module, so data flows automatically without duplicate entry.
Can I get a demo of TG CRM Process Management?
Yes. Book a free consultation and a TechGlobal Technology specialist will show Process Management configured for your business.
Free consultation
Get started with TG CRM Process Management
See how process management works with your data and processes in a free, personalised demo.
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Call or WhatsApp +91 99674 70207
- Visit us
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