Features Of Smart Case Management Software

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Features Of Smart Case Management Software
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About CleverOwl
Our case management software is designed to
eliminate many of the time consuming manual
tasks, thus you will be able to save time and
money using our innovative software. CleverOwl
case management software is popular in many
sectors such as Healthcare, Legal, Law
Enforcement Investigation, Charities
Non-Profit Organizations (NPOs), Local Central
Government, Financial Services and Human
Resources (HR).
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Features

• Case Management
• Sales Force Automation (SFA)
• Workflow
• Reporting

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Case Management
Get access to live Information about your cases
and clients When you are in office and also when
you are not in office.
Add your own user-defined fields and
screens Record Notes, SMS, Phone calls and
Emails Upload documents Time recording
facility Allocate to do notes to Clients
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Sales Force Automation
This Case Management software was designed
keeping in mind the regular activities of sales
and marketing professionals. Therefore, it is now
one of the most useful office software found in
the market.
Import leads from Excel Create bulk Email and
SMS campaigns Scheduled call backs Automatically
send Fax, Email and SMS responses at key sales
opportunities
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Workflow CleverOwl Case Management is built
around a process designer that allows for
process modeling and automation. This approach
provides incredible flexibility and enabled you
to pinpoint problem areas and make corrections
on the fly.
Design and build your own workflow
processes Record incoming Faxes, Emails, Phone
Calls and SMS messages Generate automatic
reminders 
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Reporting
Every business has unique processes,
requirements, and information tracking
necessities . View real-time metrics and KPIs by
CRM, creating your own reports or extending the
pre-built report templates
Gain further insight into customer behaviors, new
business opportunities and operational
inefficiencies Quickly and easily produce visual
summary and drill-down reports Create KPIs and
metrics Export data to Excel
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United Kingdom Office Unit 36 88-90 Hatton
Garden London EC1N 8PN Telephone 44 (0)845
308 2727  Email sales.uk_at_cleverowl.net
Website http//www.case-management-software.co.uk
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Deal with larger volumes
Elimination of errors
Rapid implementation of new business strategies
Maximise the use of human resources
Continuous improvement
Decreases the need for training
Consistency of information and service
Inclusion of third parties in the process
Cost-cutting
Assures the standardisation of processes and
business policies
The knowledge stays in the organisation and
not in the people