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Operationsobject shadow

CasePRO™ Features »

Operations Management

Enquiry Managementobject shadow

Enquiry Management

Manage all new business enquiries in one central location. Control what data is collected, by which team and at which stage. Manage all new business enquiries in one central location. Control what data is collected, by which team and at which stage.

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Quote Managementobject shadow

Quote Management

Log, send out and schedule follow ups on all your quotes. Use the integrated forms to easily generate a quote and keep track of its progress. And store all data for future new business campaigns.

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Streamlined Processesobject shadow

Streamlined Processes

Once an order is approved, CasePRO™ will seamlessly guide you through the operations process from start to finish. Easily pass the job from department to department ensuring all relevant work is completed.

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Document Managementobject shadow

Document Management

Keep records of order acknowledgements, invoices, time plans and customer approvals and attach to the relevant case so that all important operations information is always at your fingertips.

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Stock Controlobject shadow

Stock Control

Raise purchase orders for any stock associated to a job and link to the relevant case, ensuring all stock items are always accounted for.

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Time Managementobject shadow

Time Management

Log all time spent on a project from any department and attach to the relevant case using the timesheets tool.

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Invoice Managementobject shadow

Invoice Management

Enjoy the convenience of being able to generate customer invoices through CasePRO™ at any stage that you need to and attaching to the relevant case.

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Reportsobject shadow

Reports

View snapshot graphs of activity from your whole CasePRO™ database on a single screen.

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What Our Customers Say

NM Financeobject shadow

"At any one time a typical adviser is now handling over 80 cases which is almost a 100% improvement."

"CasePRO™ has vastly increased efficiency and customer turn around times. It has also allowed our advisers to spend more time advising and less time worrying about compliance."

NM Finance

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