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CasePRO™ Features »

Customer Management

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History

All customer activity, notes and contact information is stored in a comprehensive audit trail. Boost customer service and internal communications by making it easy for any employee to access key customer information.

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Automate

Don’t leave your customers waiting around. Automate processes, emails, alerts and tasks to ensure customers are responded to swiftly and within agreed service levels.

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Reports

Create management reports to monitor customer activity by person, team or entire organisation. Set up dashboards and charts to see a clear overview of productivity, targets and team performance. Use the data to plan and anticipate for the future.

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Prioritise

Set deadlines for activity so that tasks and requests are dealt with in order of priority. View a colour-coded task list by user, team or company to ensure all tasks are dealt with within the specified deadline. 

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Customise

You choose how your system works. Create processes to follow with alerts and reminders to ensure important tasks aren’t missed. Decide which information you need to collect at which stage and upload documents. 

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What Our Customers Say

NM Financeobject shadow

"At any one time a typical adviser is now handling over 80 cases which is almost a 100% improvement."

"CasePRO™ has vastly increased efficiency and customer turn around times. It has also allowed our advisers to spend more time advising and less time worrying about compliance."

NM Finance

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