Customer Management Software That Helps Your Business Grow


Capture data, process your work, measure your results and inform your customers.

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The Customer Management software platform that does it all.

AgileCase's powerful yet easy-to-use Case Management platform was built, from the ground up, with Customer Case Management in mind.

Use AgileCase to:

Capture & Process - Capture information inside AgileCase and then process your work using the AgileCase platform.

Measure & Inform - Measure using our advanced reporting technology and inform your customers using letters, emails, SMS's, the AgileCase portal or 3rd party API Integration.

Capture Your Information

Manage your accounts and contacts effortlessly.

Customize simple to super complex, multi-steps contact forms, build customer portals and allow your customers to submit their data.

Integrate your systems and send your data into AgileCase from any external source using the AgileCase API.

      AgileCase Forms & Custom Fields
AgileCase Forms and Custom Fields
      AgileCase Progress Your Cases
AgileCase Processing A Case

Process It

Customize your dashboard and views and design your own workflow.

Add tasks and milestones and attach them to contacts. Categorize and group contacts together for easy management.

Set reminders, schedule meetings, calls, and all other customer-related activities.

Agile Scripting

Automates your process with AgileCase Scripting

Automatically create, organize, and track requests in a seamless process.

Reduce the time spent on routine administration and focus on higher value tasks.

Agile Scripts can send templated email or SMS notifications, populate values in your case, add tasks or integrate with 3rd parties - all without human intervention.

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      Agile Templates
AgileCase Processing A Case

Manage Communication

Quickly and Efficiently manage all your customer interactions with AgileCase.

Store all customer interactions including calls, emails, SMS's, and documents in one centralized location.

Build customized templates to generate documents, emails, and SMS's.

Have all your data automatically populated into templates, eliminate errors and send your customers a consistent message regardless of the platform.

Measure Progress

Build reports around common metrics that are relevant to your system, and maintain an insight into the metrics you care about most.

Get to know every information of your system through intuitive & real time Reports & Dashboards.

Measure and track growth and productivity, view results, print, or export to Excel using AgileCase reporting tool.

      AgileCase Reports
AgileCase Running A Report
      AgileCase Time and Expenses
AgileCase Processing A Case

Time tracking & billing

Manage all your time and expenses entries in one single place.

Define your own rate types as cost per hour or fixed fee.

Easily manage and filter between billed and unbilled entries, or filter by other variables.

Export time sheets to different systems for easy invoicing.

Agile Integration

Use AgileCase REST API to integrate your existing tools and processes

Keep your platforms connected, import or export your customer information seamlessly.

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AgileCase Sending A Template SMS

Inform Customers & Partners

Use AgileCase letters, emails, SMS's, reports and portal to inform your customers and partners.

Send automatic real time updates, reduce waiting times and phone calls and keep your customers happy.

What our users are saying about AgileCase

"Our storage costs are down dramatically"

"Using AgileCase's Docs and Comms feature means we don't need to store boxes of archive documents for each case, its revolutionized how we do things." learn more

"The whole team has access to the case history"

"We've cut down on internal friction. All team members can get instant access to the whole case history immediately." learn more

"The fields on AgileCase match our process"

"We've been able to design our forms to match our process, AgileCase's Custom Fields mean that we don't have to 'hack' fields for the wrong type of data" learn more

Used By These Awesome Companies

Our customers include foundations, not for profits, charities, law firms, banks and many more.

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Lets talk about how we can bring value to your business

Schedule a demo

Our experts will listen to your needs and give you a tailored system demo.