Evolve to More

Features

Departments, Roles, and Resources

Contact Management

Purchases

Reports

Session Tracking

Scheduling

Administrative Approval

Compensation Options

Why Hosted Software?

Administrative Approval

One of our newest management tools! This great time saver reports on new client contracts. Administrators process or reject purchases based on company criteria. This allows sales representatives to correct issues and close contracts faster.

Step 1: Submit a Purchase

Submit a purchase for approval from head office.

Step 2: Purchase Approval

Approve or reject an order or contract and provide feedback to associate.

Step 3: Reminder

Reminders are automatically sent to associates and directors for rejections.

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