features of smart case management software

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The case management software developed by CleverOwl is used for simplifying the process of maintaining official records. It also helps you to keep track of your daily transactions, for detailed information see http://www.case-management-software.co.uk/features.aspx

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About CleverOwl

Our case management software is designed to

eliminate many of the time consuming manual

tasks, thus you will be able to save time and

money using our innovative software.

CleverOwl case management software is

popular in many sectors such as Healthcare,

Legal, Law Enforcement & Investigation,

Charities & Non-Profit Organizations (NPO’s),

Local & Central Government, Financial Services

and Human Resources (HR).

Features

o Case Management

o Sales Force Automation (SFA)

o Workflow

o Reporting

CleverOwl

Sales & Marketing

Communication

Case Management

Workflow

Reporting

Add your own user-defined fields and screens Record Notes, SMS, Phone calls and Emails Upload documents Time recording facility Allocate to do notes to Clients

Import leads from Excel Create bulk Email and SMS campaigns Scheduled call backs Automatically send Fax, Email and SMS responses at key sales opportunities

Design and build your own workflow processes Record incoming Faxes, Emails, Phone Calls and SMS messages Generate automatic reminders

Gain further insight into customer behaviors, new business opportunities and operational inefficiencies Quickly and easily produce visual summary and drill-down reports Create KPIs and metrics Export data to Excel

Deal with larger volumes Elimination of errors

Rapid implementation of new business strategies

Maximise the use of human resources Continuous improvement

Decreases the need for training Consistency of information and

service Inclusion of third parties in the process

Assures the standardisation of processes and business policies

Cost-cutting

The knowledge stays in the organisation and not

in the people