CRM - Operate | No Code Business Travel and Expense Management Software| Round Infinity

Digitalize the entire travel approval process from travel booking to expense claims to reimbursement.

Allow employees to request travel booking using mobile

Allow employees to request travel booking directly from their mobile phones & specify travel preferences. Allow to book the travel by self or auto-assign to travel helpdesk. Configure assignment rules to assign the travel booking request to the right agent. Send out alerts at each stage of the booking.
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Configure multi-step workflow to approve & complete travel booking

Configure a multi-step workflow to approve & complete the travel booking. Allow the agent to easily start with the requestor a WhatsApp or SMS conversation related to the travel, directly from the tasks list. The travel desk can easily attach multiple booking attachments & email to the requestor.
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Allow employees to submit travel expense claims on the go

Allow employees to submit travel expenses claims from their mobile. The expense claim items, receipts, etc. can be partially uploaded each day during the trip & submitted for approval at the end of the trip. The expense claim will remain in "Work-in-progress" till submitted for approval. The travel policy, per diem rates, max allowed limits by employee position, etc. can all be configured so that the claim meets the company policies.
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Configure multi-step workflow to approve travel expense claims

Configure a multi-step workflow to approve & reimburse the travel expense claim directly from mobile. The approval workflow of travel expense claims can easily be configured to move from supervisor, to department head, to finance, etc. Allow the approver to easily start with the requestor a WhatsApp or SMS conversation related to the travel claim, directly from the tasks list. The employee can be made to redo/fix the expense claim, instead of re-submitting the entire claim. Alerts are sent to all users at each stage of the travel expense claim workflow.
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Configure travel expense settings, travel policies, spend policies, etc.

Configure your company's travel policies, per diem rates, cost centers, allowances, default currency for expense claims & currency conversion rates, etc. so that the travel booking requests & travel expense claims are submitted in a way that meets the company policies & limits.

Make smarter decisions with a complete travel spend picture

Get a consolidated view of spending data. Without any coding, create custom reports & charts to track spend, per your business requirements.
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Automate travel helpdesk

While requesting travel or raising a claim, allow employees to seek instant support using Live Chat, WhatsApp or Phone Call. Auto-respond 24/7 to messages across channels, get 360 view of users, route tickets across departments, & reduce service costs.
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Travel Expense Claims