The full picture
Instantly find the status of every file and its progress history.
CRM module
Case tracking
Follow the progress of every file, step by step, in real time.
The module
Case tracking
Follow the progress of every file, step by step, in real time.
The Case tracking module gives you a clear and continuous view of how each of your files is progressing. From first contact through to completion, your teams know exactly where every file stands in your CRM, spot the stages still pending and keep processing running smoothly.
Key points
What this module brings you
A module designed to fit naturally into your CRM and your business processes.
Structured stages
Track progress through clear stages, tailored to your business process.
Real-time tracking
Statuses update as actions are taken, with no re-entry and no duplicate tracking.
Nothing gets forgotten
Spot files that are pending or stuck so you can follow up at the right moment.
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