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CasePRO™ Features »

Sales Management

Contact Managementobject shadow

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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Quotesobject shadow

Quotes

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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Automation

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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Workflow

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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Opportunities

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

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Reports

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

Network Data Limitedobject shadow

Network Data offer a Network Solution to support intermediaries in the mortgage and insurance market, and use CasePRO™ to drive their mortgage and secured loans packaging operations.

"Having researched many alternative solutions, we chose CasePRO™ for it's proven reliability, its flexibility for customisation, and its compatibility with our point-of-sale mortgageLink sourcing system.

It provides Network Data with a fast-path route to the development of mortgage packaging software for roll-out to its Appointed Principles later this year.”
 

Network Data Limited

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