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Operate · Journeys

Your whole process, mapped once and followed on every case.

A CRM stops at the sale. GrowHigh keeps going — survey, documents, installation, payments, service. Lay out your process as phases, with the steps, rules and branches your business needs, and every case follows it.

See GrowHigh run your business process See everything in Journeys
Phases for every teamIf / else branchesApprovals before a step moves
Example · sample data
Rooftop solar — enquiry to handover6 phases · 5 teams
SEnquiry and qualificationWhatsApp reply · owner by city
FSite surveyCheck-in with photo · survey form
If the roof is suitable
Yes → Quotation with subsidySent on WhatsApp · approval over 10% discount
No → Polite closing messageReason recorded · partner notified
AAdvance paymentProof required · approved before it counts
OInstallation and net meteringChecklist · documents · deadline alerts
✓Handover and AMCFeedback form · yearly service reminders
From your process to a live journey

Draw it once. Your team follows it on every case.

  1. 1

    Draw the phases

    Lay out your process on a visual flow. Each phase has its own stages, owner, channel and deadline.

  2. 2

    Decide what each phase captures

    Choose the fields, which ones are required, and fields that appear only when an earlier answer calls for them.

  3. 3

    Add checklists and gates

    Steps to tick, required or optional. A case moves on only when the required work is done.

  4. 4

    Automate the routine

    Messages, tasks, stage moves and reminders happen when conditions turn true.

  5. 5

    Go live and measure

    See deadlines met, workload and unassigned cases across every journey.

Built for real processes

Branches, parallel teams and deadlines.

Branching

Send a case down another path by answer, stage or checklist: suitable roof or not, loan approved or not.

Parallel phases

Two teams work the same case side by side — accounts and installation, say — then the case joins again.

Deadlines and escalations

Time limits per phase and step, with a warning before a breach. Idle cases move to the next person.

Action buttons

Add link, payment, punch, quotation or document buttons to a phase, so the right action is one tap away.

Public status page

Customers follow their case on a link, with no login, so they stop calling to ask where things stand.

Appointments

Every booked slot by day, with working hours, slot length, notice period and blocked dates.

Control and approvals

Nothing moves with a gap, and every change is on record.

Decide who can see, change and approve, screen by screen. Anything that touches money, stage or ownership can wait for a person's yes.

  • Manager approval: a phase holds until a manager approves the step, or sends it back with a reason.
  • Claim requests: an agent asks to take over a case, with a reason.
  • Discrepancy threads: flag work done wrong without reopening the case.
  • Field history and audit logs: the old value, the new value, who changed it and when.
  • Access profiles: named permission sets, screen by screen, with view and edit.
  • Partner and collaborator teams work with simpler, restricted views.
Example · sample dataWaiting for approval
VSVikram SinghBusiness loan · ₹25 LWebsite
  1. Lead
  2. Eligibility
  3. Documents
  4. Login
  5. Disbursal
  • Credit review · waiting for approval2 h left before the deadline
  • Documents completeITR ✓ · Bank statement ✓ · GST ✓
  • Field changed: loan amount₹22 L → ₹25 L · by Arjun Sethi
Journeys teams run on GrowHigh

Your process gets its own stages, fields and words.

Solar

EnquirySurveyQuotationAdvanceInstallation

Real estate

EnquiryQualifySite visitBooking

Admissions

EnquiryCounsellingApplicationAdmission

Loans

LeadDocumentsSanctionDisbursal

Insurance

QuoteDocumentsPolicyRenewal

Healthcare

EnquiryAppointmentConsultationAfter-care

Interiors

EnquirySite measureQuoteExecution

Service and AMC

RequestVisitFixRenewal
Everything in Journeys and Control

Twenty-eight features, in plain words.

Journeys 16 features

Your process, mapped once and followed every time.

  • Journey designerLay out your process as phases on a visual flow.
  • Phases and stagesEach phase has its own stages, owner, channel and deadline.
  • BranchingSend a case down another path by answer, stage or checklist.
  • Parallel phasesTwo teams work the same case side by side, then join.
  • Checklists Give each phase steps to tick, required or optional.
  • DeadlinesTime limits per phase and step, with a warning before breach.
  • Data fields Decide what each phase captures and which fields are required.
  • Show rulesA field appears only when an earlier answer calls for it.
  • Advance gate A case moves on only when the required work is done.
  • OutcomesMark stages as won or lost, and record why deals are lost.
  • Case numbersReadable case numbers with your own prefix, date and sequence.
  • Re-entry ruleWhen a customer returns, reuse the open case or start fresh.
  • Action buttonsAdd link, payment, punch, quotation or document buttons to a phase.
  • Public status pageCustomers follow progress on a link, with no login.
  • AppointmentsSee every booked slot by day, and cancel with a reason.
  • Booking rulesWorking hours, slot length, notice period and blocked dates.

Control 12 features

Who can see, change and approve, with a record.

  • Access profilesNamed permission sets, screen by screen, with view and edit.
  • RolesAgent, manager and company admin, each with its own scope.
  • Teams and groupsTeams own phases; groups inside them route by city.
  • Partner teamsPartners work their own leads with a simpler view.
  • Collaborator teamsOther teams can view and add notes, but not act.
  • Manager approval A phase can hold until a manager approves the step.
  • Claim requests An agent asks to take over a case, with a reason.
  • Discrepancy threads Flag work done wrong without reopening the case.
  • Field historySee the old value, the new value and who changed it.
  • Audit logsAdmin changes, case actions and user actions, all recorded.
  • Send logsEvery bulk send and conversion, with its status and reason.
  • Event queueEvents that could not be applied are kept for replay.

Also in the mobile app. See all 184 features

Works together with

Quotes and paymentsQuotes, e-sign, payments and commission.Field teamAttendance, routes and proof of every visit.Reports and AIForecasts, and answers in plain words.Other servicesHealthcare, travel, auto, home services, B2B.
Questions

Questions teams ask first

Straight answers. Anything else, ask us on the demo call.

Something else?

Write to contact@growhigh.io and we'll get back to you.

Can two teams work on one case at once?

Yes. Parallel phases let two teams work the same case side by side, then join again when both are done.

Can a step wait for a manager?

Yes. Turn on approval for any phase and it holds until a manager approves it, or sends it back with a reason.

What happens when a customer comes back?

A re-entry rule decides whether the open case is reused or a fresh one starts, so nobody is added twice.

Can customers see where their case stands?

Yes. A public status page shows their progress on a link, with no login.

Do we need technical people to set it up?

No. We set it up with you on your process, and the setup assistant makes the changes you confirm in plain words.

What does it cost?

We go through pricing on the demo call, based on your team, your channels and how you will use GrowHigh. You see the full picture before you decide anything.

See your own journey run live.

A 30-minute walkthrough on your own workflow, with your lead sources, your stages and your team structure.

Book your walkthrough or write to contact@growhigh.io