3 Minute Tour
Schedule a Live Demo
Live Demos every 1/2 hour.
Please provide your contact information and we will be in touch to schedule your demonstration.
The Intake Form
Create a custom intake form to quickly record service requests and complaints.
The Case Record
Once the case is recorded, it can be assigned and someone begins to work on it.
To-do Lists and Notes
Add notes, create tasks with reminders, and assign responsibility.
Send and Receive Emails
Send emails from the case. Replies will be automatically logged into the case and sent to your desktop inbox.
Attach and share any kind of electronic file.
Create & Publish Reports
Build reports, publish them to your dashboard and set up automatic report distribution.