Take the lead with smart case management
CiviPlus is the complete package you need to manage all your cases and processes
All your case management needs, straight out-of-the box
Process management made easy with CiviPlus
Manage processes at scale
- 360 degree view of all records, information and individuals related to each case
- Manage your casework from a central dashboard
- Create multiple types of cases with different workflow stages for each of your processes
Manage activities and more
- Assign tasks and log interactions, all viewable on an intuitive activity timeline to view case history
- Design activity timeline templates for repeated or set processes to help keep your team on track
- Automate reminder emails to notify you when tasks are created or overdue
Time saving automation
- Cases can be created directly from online enquiry forms, saving time on manually creating case records
- Use specialised rulesets to automatically send out personalised emails at specified points in your process
- Automatically update information both within your case and in related records as certain triggers are met
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