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CasePRO™ Features »

Workflow Management Software

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Workflow Management

Use CasePRO™ to seamlessly guide you through any type key business processes from the first customer contact to the case completion. Ensure employees are following the correct procedures, completing relevant tasks, collecting documents and sending communications.

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Continual Improvement

Use the data collected in CasePRO™ to quickly establish areas for improvement in your organisation. Identify resource and training issues and deal with them quickly.

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Time Management

Set preferred deadlines for your activities to ensure all relevant work is carried out on time every time.

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Document Management

Scan documents for subsequent review, printing or emailing. No more mislaid documents or wasted storage space. Manage the requesting and receipt of documents to complete each case.

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Communication

Send and receive automated emails, letters and SMS messages as part of your workflow.

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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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