Case System Features

Features:

Web Case System provides a complete automated environment to manage organization workflow and to assist case managers in managing any kind of assignment and work flow.

All account details, financials, documents, and a complete history of events, are managed within the system. In addition users can use various tools such as letter system for generating pre-defined letters which can then be sent directly from the system.

Users/clients can access the system anytime, anywhere and get real-time information. They can place new cases, add notes, view collection activity, transactions history, status of accounts, ask questions and much more.

The main features of the Case System are:

 

·          Automated case tracking from case opened to case closed

·          Complete history of case steps, actions and events

·          Predefined letter templates for immediate communication

·          Complete record of all communication

·          Keeps track of contacts, phone numbers, emails and addresses

·          Easy to use web interface give you access from anywhere, anytime.

·          Complete financial tracking in multiple currencies

·          Ability to tailor your company’s processes

·          Ability to attach notes and documents

·          Remote client access 24/7

·          Sub case definition for easy case management

·          Real time reporting period.

 

The main features of the Intranet System are:

 

·          Corporate Knowledge management with the Document Library

·          Search and share clients, vendors, and other contacts

·          Post news items

·          Forum for topic discussion, ideas and information sharing

·          Company Calendar

 

The main features of the Sale System are:

 

·          Enter leads and lead contact information

·          Manage opportunities and opportunity potential

·          Manage activities for conversion to sale

·          Attach supporting documentation

·          Summarize Opportunities

 

The main features of the Project System are:

 

·          Create and manage special projects

·          View project status and project priority instantly

·          Manage project activities

·          View transaction history and status anytime, anywhere

·          Define project parameters and transaction types

·          Attach documentation

 

The main features of the Letter System are:

 

·          Generate letters instantly from templates

·          Search for letters easily

·          Attach letters to emails or print as PDFs

·          Create different letter types

·          Create different letterheads

 

The main features of the Financial System are:

 

·          Manage payments, invoices and transactions

·          Create different payment and invoice types

·          Document invoices, payments, transactions

·          Customize templates, letterheads, emails, etc.

·          Manage accounts in any currency

·          Search for paid and unpaid invoices, payments, etc.

·          Configure default payment and invoice types

·          View history and status at anytime