Create data fields to store data from customers, split the unique states of what you do for your customers into manageable chunks. No more "We don't store that information about the customer."
Show your team members how to progress cases, detail the steps needed to complete each chunk of your process, let AgileCase take care of the rest
Write reports that show where each case is currently sitting within your process, proactively measure your business in real-time, deal with issues as they occur, streamline and simplify your management information.
Not every person or every department does the same work, easily segment each team and worktype.
Configure AgileCase to store all the data you need to capture to effectively process your Case Types.
Break your process down into managable chunks, capture completion or exceptions; monitor case progress at all key stages.
Create templates for commonly sent documents, emails and SMS messages, turn standard messages into 1 click actions.
With over 20 custom field types and the ability to capture tabular data (like Excel) you can design, store and audit as much information as you need
Create custom case scripts that run against case data when loaded or saved, alert individuals or create key case objects in real-time, further automating your workflow.