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CasePRO™ Features »

Sales Management

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Contact Management

See a complete overview of all activity associated to a prospect or customer. View conversations, key personnel and notes so you’re equipped with all the information you need to close that sale.

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Lead Managementobject shadow

Lead Management

Capture, allocate, qualify and prioritise your leads. Quickly see all details of deals – what stage they’re at, products they’re interested in, quotes and objections. Easily stay connected with your prospects and provide quality information.

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Deliver quotes and proposals efficiently and swiftly. Manage the whole sales process from the initial enquiry to the final sale using document templates designed to your specification.

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Create and deploy automated sales emails, letters and SMS and to stay in constant contact with any customers or prospects. Shorten the sales cycle and convert leads into new business.

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Increase efficiency and reduce admin using the sophisticated workflow tool. Configure your sales process from simple tasks and reminders to complicated sales processes.

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Opportunitiesobject shadow


Create processes for your sales team to follow and easily track the progress of a sale from start to finish.

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Gain total control of your sales activity with instantaneous management reports. View all sales activity for your entire organisation, by individual or team. Use the statistical data to make future improvements.

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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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