Keep your customer relationships and cases in one place. With CICloudPro's CaseManagerCRM, teams can capture requests, manage communication, assign tasks and close cases with a clear history. No scattered inboxes, no lost context, just one workflow with accountability.
Create and manage cases in a structured, controlled workflow.
This screen shows how teams register a new case in CaseManagerCRM. Define ownership, link the right client and contact, set planning dates, assign followers, and document the full scope in one place.
Every case captures structured metadata such as division, pricing, schedule and responsibilities, so nothing gets lost in emails or spreadsheets.
From intake to resolution, all communication, assignments and updates stay linked to the correct customer record with full traceability.
CaseManagerCRM is your operational hub for managing customers, communication and case work. Capture requests, attach context, assign ownership and move cases forward with clear steps, deadlines and status. Everything stays linked to the right customer, team and history.
Every action is logged with timestamps and accountability. Ideal for customer transparency, internal reporting, and consistent follow up.
Monitor performance and operational activity from one central dashboard.
This screen provides a real-time overview of your CaseManagerCRM environment. Instantly see total cases, clients, submissions, tasks, events, comments and revenue entries, including short-term trends over the last 7 and 30 days.
The daily funnel chart visualizes quotes and submissions over time, making spikes in intake and conversion immediately visible. Managers can quickly identify growth patterns, bottlenecks or unusual activity.
The submissions breakdown shows how work enters the system by source, giving clear insight into operational flow and performance distribution. Everything is centralized to support faster decisions and tighter control.
CaseManagerCRM turns client work into a measurable, steerable process. It helps teams respond faster, execute consistently and gives management the visibility to steer on service quality, workload and follow up.
Clear ownership, structured updates and automation reduce waiting time from first request to closure.
Standardize intake, routing and follow up so every client gets the same level of service, regardless of team or shift.
See volumes, aging, bottlenecks and performance per team, customer, category or owner.
Every change, message and task is logged, making audits, handovers and customer reporting straightforward.
Manage relationships and case work in a single flow, so every request becomes a controlled process with clear ownership and history.
CaseManagerCRM removes friction from daily customer operations. Teams work from one source of truth. Management gets predictable execution, faster resolution and clear evidence of what happened, when and by whom.
Plan and coordinate all case-related activity in one shared calendar.
The integrated calendar gives teams a clear overview of events and submissions across month, week and day views. Meetings, inspections, deliveries and internal milestones are visible in one structured timeline.
Each item is directly linked to the relevant case or client record, so users can move from planning to execution without switching systems. Color coding keeps different activity types easy to distinguish.
This centralized planning layer prevents missed deadlines, overlapping work and fragmented communication, keeping operations predictable and under control.
Discover how CICloudPro CaseManagerCRM improves response times, strengthens customer relationships and gives you clearer control over workload and follow up.
Works seamlessly with your existing CICloudPro applications like QHSE, 5S, Lean and ConditionMeter.
Yes. CaseManagerCRM is built to work inside the CICloudPro ecosystem, so you can connect workflows, reporting and operational modules in one environment.
Yes. You can tailor case types, statuses, ownership rules, permissions and follow up steps to match your way of working.
CaseManagerCRM keeps communication and updates in context, so teams always see the full timeline, decisions and next actions tied to the correct customer record.
Yes. You can automate routing, reminders and follow ups, and use dashboards and analytics to track workload, aging, resolution time and performance.
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