Comprehensive
Case Management
Whatever cases you need to manage, we have a solution
to help.
Legal, complaints, compliance, claims, ticketing, bookings and more..
Whatever cases you need to manage, we have a solution
to help.
Legal, complaints, compliance, claims, ticketing, bookings and more..
No matter what the case type, design a bespoke journey for each case type to ensure cases are processed correctly.
Ensure any required actions on cases are automated as part of the journey, such as emails, SMS, compliance and more.
Ensure your SLA's are in line with customer expectations using real time reporting to highlight case performance.
Create tickets for cases or support requests that once created can follow set processes for resolution.
Ensure compliance requirements are delivered by building them in to the process and using data to flag any high risk items.
Ensure your customers are happy by keeping them updated regularly with cases through customer portals or automated calls, SMS or email.
Create case documents with pre filled information from the CRM in either Word or PDF format. Documents can then be sent either by post or electronically at the click of a button.
Track time spent on cases with our built in time tracking capability. Use this feature to automate invoices and other documents relating to time spent on cases.
intelliO is the flagship product
of Intellisoft Ltd.