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CasePRO™ Features »

Project Management Software

Project activity managementobject shadow

Project activity management

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

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Project management workflowsobject shadow

Project management workflows

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

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Project document storage & managementobject shadow

Project document storage & management

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

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Project management visibilityobject shadow

Project management visibility

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

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Project management team collaborationobject shadow

Project management team collaboration

Manage project members, activities and send communications from one central project management system. 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

Smarter Loanobject shadow

"When we started using CasePRO™ we loaded all the leads into it as they were generated from the call centre and then used CasePRO™ to process the cases, change status codes and add case notes. The CAM's got used to it quickly, the managers loved it and very early on the reporting that replaced our excel spreadsheets gave us some great insights into the business.

We built new screens to make the credit searches more efficient and created workflows for our Quality Team and Value Added Teams who have doubled productivity as a consequence.”

Smarter Loan


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