Case Management

Case Management Tools

Finding cases and related data is now easy

Case Search

Search by create date range along with other combinations of data.

Overview

Our overview page allows you to see all your customers case details in one simple page.

View Case file

You can directly view each file and access files attached to a case. Soon you will also be able to add your own files to a case.
 

Add Thread Message

Update each thread item direct from SimplaCRM. This will also send an email to the customer if relevant.
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