Cases CRM

Deployment

Web-based

Best for

Small

Overview

About Cases CRM

BrightOffice Case Management Software can be used for a variety of cases, including; PPI, Pension Transfers, Mis-sold Mortgages. The software can be customized to suit your business needs, designed to handle claims in high volume. Effectively manage your cases and customers with feature rich case management at the core of the software. Manage a multitude of case types including PPI, pension transfers, miss-sold mortgages and many more. Monitor and automate the progress of each case at defined points with intelligent work flows that are custom built to match your business processes.

Improve time efficiency and reduce admin responsibilities by processing mass updates in one action freeing up your staff to spend time where it matters. View and interact with customers easily with integrated prospecting, marketing, sales and support.

At a glance

Software information

Industries served, licensing and the support Cases CRM provides.

Licensing

  • Quote Based

Support

  • Phone
  • Email
  • Live Chat
  • Online (Ticket)

Training

  • Help Guides
  • Blogs
  • Webinars

Knowledge Base

  • Help Guides
  • Blogs
  • Webinars
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Capabilities

Cases CRM features

The full feature set, grouped by module.

Claims Processing Software

  • Case Management
  • Compliance Management
  • Document Management
  • Electronic Claims
  • Forms Management
  • Fraud Detection
  • Paper-Based Claims
  • Payor Management
  • Policy Administration
  • Reports

Plans

Cases CRM pricing

Free Version
No
Payment Frequency
Quote Based

Media

Screenshots & video

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