Learning · Requests & Workflows

How work moves between teams.

Requests are CRMX's answer to internal email: every hand-off between roles is a typed request with an owner, an SLA, and a history — visible to managers, escalated on breach.

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87%of requests resolved within SLA (mock)

1owner on every request, always

0hand-offs lost in inboxes

The workflow

A request's life.

Created in context, worked in a queue, closed with history.

Created in context

A sales agent opens a request from the client record — 'review this KYC file' — and the record travels with it.

Typed templates per flow

Context attached automatically

Worked in a queue

The receiving team sees it in their queue, ordered by SLA. Managers see backlog, age, and load per person.

SLA countdown per request

Escalation on breach

Closed with history

Resolution, time-to-resolve, and every comment stay on the request — and on the client's timeline.

Full audit of the hand-off

Reporting on flow bottlenecks

See your brokerage with clarity.

A 30-minute walkthrough with your data model, your roles, and your questions.

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