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CasePRO™ Features »

Customer Management Software

Customer activity managementobject shadow

Customer activity management

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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Manage customer processesobject shadow

Manage customer processes

Don’t leave your customers waiting around. Use our sophisticated customer management software to automate processes, emails, alerts and tasks to ensure customers are responded to swiftly and within agreed service levels.

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Management reportsobject shadow

Management reports

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

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Prioritise customer activityobject shadow

Prioritise customer activity

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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Customised customer management softwareobject shadow

Customised customer management software

You choose how your customer management 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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