
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 · Create Newsletters
· 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 |