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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Features Of Smart Case Management Software

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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).

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Features Case Management Sales Force Automation (SFA) Workflow Reporting

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Case Management 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 Get access to live Information about your cases and clients When you are in office and also when you are not in office.

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Sales Force Automation Import leads from Excel Create bulk Email and SMS campaigns Scheduled call backs Automatically send Fax, Email and SMS responses at key sales opportunities This Case Management software was designed keeping in mind the regular activities of sales and marketing professionals. Therefore, it is now one of the most useful office software found in the market.

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Workflow CleverOwl Case Management is built around a process designer that allows for process modeling and automation. This approach provides incredible flexibility and enabled you to pinpoint problem areas and make corrections on the fly. Design and build your own workflow processes Record incoming Faxes, Emails, Phone Calls and SMS messages Generate automatic reminders

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Reporting Every business has unique processes, requirements, and information tracking necessities . View real-time metrics and KPIs by CRM, creating your own reports or extending the pre-built report templates 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

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United Kingdom Office Unit 36 88-90 Hatton Garden London EC1N 8PN Telephone: +44 (0)845 308 2727 Email: sales.uk@cleverowl.net Website : http://www.case-management-software.co.uk

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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

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