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3 Minute Tour
Schedule a Live Demo

Live Demos every 1/2 hour.

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The Intake Form

Create a custom intake form to quickly record service requests and complaints.
Cases can also be submitted via email, or a form on your website.



  1. Record different fields based on the type of request
  2. Search for the customer to view history and auto populate fields
  3. Describe the request
  4. Use dependant categories for reporting later on
  5. Close case if it’s resolved on first contact or escalate it
  6. Assign the case manually or automatically using business rules

The Case Record

Once the case is recorded, it can be assigned and someone begins to work on it.



  1. Quickly re-assign cases
  2. Each case has a unique number
  3. Customer contact information

To-do Lists and Notes

Add notes, create tasks with reminders, and assign responsibility.



Task Management



  1. Select the task owner
  2. Select due date and set up reminders

Send and Receive Emails

Send emails from the case. Replies will be automatically logged into the case and sent to your desktop inbox.



  1. Use letter/ email templates

Attach Files

Attach and share any kind of electronic file.



Create & Publish Reports

Build reports, publish them to your dashboard and set up automatic report distribution.



  1. All the fields are available to drag and drop into your report
  2. Add filters such as data range
  3. Create charts
  4. Create cross tab reports
  5. Create drill-down reports

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