Processes

Fee change register

Every change to a client's fee is recorded with its reason and who approved it, and reaches billing without getting lost along the way.

Illustrated with fictitious data. Real project. Screenshots and examples use fictitious data: no client data or business figures are shown.

Situation
Changes to client fees were communicated informally, with no record of the reason or of who approved them, and a risk that they never made it into billing.
Solution
A CRM process that records every change with its reason and the person who approves it, updates the company record and the dashboard in real time, notifies the departments involved and adds a verification step for the billing team.
Result
Full traceability of changes, no information lost between departments, and time saved in the billing process.

How it works