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Case Management Cloud CRM Software

Sophisticated cloud software for effective case management across many markets

Case management

Manage any case from start to finish.

Effectively manage your cases and customers with feature rich case management at the core of the software.

Multiple case types

Flexibilty to match your business requirements.

Manage a multitude of case types including PPI, pension transfers, miss-sold mortgages and many more.

Intelligent workflows

Revolutionise your business processes.

Monitor and automate the progress of each case at defined points with intelligent work flows that are custom built to match your business processes.

Bulk processing

Make mass updates at the click of a button.

Improve time efficiency and reduce admin responsibilites by processing mass updates in one action freeing up your staff to spend time where it matters.

360° customer view

Understand your customers.

View and interact with customers easily with integrated prospecting, marketing, sales and support.

Cost effective

Software that doesn't cost an arm and a leg.

Pay for what you need via affordable monthly payments and expand as your business grows.

Marketing made easy

Deliver great marketing campaigns.

Dynamic database filtering targets the right customers and lets you market your services in the most effective manner, whether via Email, Post or SMS.

Access from anywhere

All you need is an internet connection.

The software is based in the cloud, meaning data is securely backed up. You can also restrict access to certain IP addresses and time of day.

Industry specific

Don't settle for bloated, generic software.

Our software is based around industry specific features without the generic bloat of other CRM systems. We even work with industry bodies and providers to integrate with their services.

Tailor made

Software that adapts to your business, not the other way round.

Our flexible software compliments and works with your business processes using bespoke workflows to help you manage everyday tasks with ease.

Powerful reporting

Complete insight into your business.

Reporting is crucial for any business to gain an understanding of what works and what doesn't. Our reporting suite allows you to report on any or multiple database fields.

Secure data storage

Secure, automated backup of your data.

You need never worry about losing your data again. We securely host and backup your data on our servers. We can even send you a backup via FTP for extra piece of mind.

User permissions

Access to what is required and nothing else.

You don't want every member of staff to be able to view and modify all of your data, with our software you can make sure your staff can only view and modify the areas of the software they require.

Document management

Seamlessly manage all correspondence.

Our advanced document management system allows you to create personalised documents at the click of a button and save any incoming correspondence alongside the customers record for ease of access.

Financial control

Keep on top of your finances.

Process orders, generate invoices and manage arrears collection easily and effectively, all within the software.

White label software

Reinforce your business identity.

We will customise our software to display your logo and match the interface to your business colours.

Free updates

We'll never charge you for updates.

When we make updates you will receive that update at no extra cost and with minimal disruption to your service.

Since the implementation of BrightOffice Cases CRM we've been better able to see which parts of our business are working and which aren't, where our best opportunities are and how best to go after them. The software has increased efficiency, streamlining our processes and reducing costs. We are only scratching the surface of what we can do with BrightOffice, I could not recommend the product more highly.

- Paul Wertheim, Ultimate Law
Sage 50 and Sage 200 Integration
BrightSign Electronic Signature
UK IT Association

Cases CRM offers a functionally rich case management package which can be customised to suit your personal business requirements across a multitude of Case types including PPI, Pension Transfers, Miss-sold Mortgages and many more.

Offering a full end to end solution, Cases CRM will manage your business from client prospecting right through to Invoicing and Payments removing requirements for multiple software packages and streamlining internal processes.

With integrated workflows and task management configured to your company process, the software offers a powerful Case management solution pointing users to a complete task management list capturing each individual case and ensuring that no client is left behind. Bulk processing within workflows allows you update large numbers of cases within one process, increasing time efficiency and saving money.

A full reporting suite provides real time management information allowing you to maintain full control over the performance of the business. Pre -configured reports provide you with information on staff performance, case progress and financial performance at the click of a button and our report manager allows you to create bespoke reports tailored to your own internal needs.

Additional features such as built in Electronic Signature, Document Collection and Credit/Debit Card payment facilities plus many more all contribute to increased productivity and cost savings allowing you to focus on new emerging markets.

With our experienced staff and tailored training, the team will work closely with Key members of staff to provide advice and recommendations to ensure you see the full benefits of the solution. Your staff will be trained to a high standard enabling them to achieve the full potential of the software.

Spending too much time on admin?

Get in touch today and we'll show you the benefits of Cases CRM.

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Officially approved
G-Cloud supplier.