Business Process Management Features
Business Process Management gives stake-holders and case workers a complete and robust toolset that will allows unification of Calendars, Contact Information, Task lists, Case Management, Reporting, Billing and much more.
SaasCase presents these in a modern web 2.0 interface that enables you to have your users up and running with minutes. Cloud Business Process Management without the headaches.
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- Business Dashboard – Shows users their pending tasks & events, a list of upcoming tasks & events and a comprehensive list of Recent Activity within the system.
- Calendar – Create many calendars, store meetings, appointments or reminders within the comprehensive calendaring functionality, even sync with your mobile devices.
- Tasks – A full overview of your tasks, tasks assigned to you by others and tasks you have assigned to others.
- Cloud Case Management – Full and comprehensive Case Management Functionality to allow you to progress case workflow easily.
- Contact Management – Manage all details about your clients, store a multitude of information against clients, filter using labels and export for mail merge purposes.
- Time & Expense Entries – A full overview of your billable time and a comprehensive list of expenses, add new timers, create new expense and time categories.
- Billing & Accounts – Simple billing & accounts functionality that allows practices to bill, invoice and keep track of client payments.
- Document Management – Comprehensive document management, upload Style, Invoice and Email Templates, keep a full version history of your businesses documents, even allow clients to upload and download their own documents.
- Comprehensive Reporting – The ability to report on all important business and case information, build a reporting suite with important KPIs that will help you improve the efficiency and throughput of your company.
- Settings – Control every part of your adaptive business Experience – no expensive consultants needed!