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CasePRO™ Features »

Project Management Software

Activity Managementobject shadow

Activity Management

Stay on schedule and never miss a thing with comprehensive task management lists. Easily assign tasks to project managers in order of priority.

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Workflowobject shadow


Automate project activities using the workflow tool so that predefined tasks and reminders are issued to the relevant project manager. Receive alerts for due dates to stop projects falling behind.

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Document Storage & Managementobject shadow

Document Storage & Management

Scan documents for subsequent review, printing or emailing. No more mislaid documents or wasted storage pace.

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Project Visibilityobject shadow

Project Visibility

Keep track of a projects progress from conception to completion. Use reporting tools to gain valuable insights into a project – missed deadlines, recurring delays and bottle necks.

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Team Collaborationobject shadow

Team Collaboration

Manage project members, activities and send communications from one central place. Pass the project seamlessly from department to department. Empower each department with all the information they need to progress the project successfully.

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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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