Action & Case Management
Track and resolve support tickets, tasks, and action items efficiently. Intelligent routing, SLA monitoring, and automated escalations ensure nothing falls through the cracks.
Complete Case Management Solution
Everything you need to manage, track, and resolve cases efficiently at scale.
Support Tickets
Capture, categorise, and track customer support requests from multiple channels including email, web forms, chat, and phone.
Task Assignment
Route cases to the right team members automatically based on skills, workload, availability, and custom rules you define.
SLA Tracking
Define service level agreements for response and resolution times. Monitor compliance and get alerts before deadlines are missed.
Priority Management
Automatically prioritise cases based on customer tier, issue severity, business impact, and SLA requirements.
Escalation Rules
Configure automatic escalations when cases breach SLAs, exceed time limits, or meet specific criteria you define.
Queue Management
Organise cases into queues by team, category, or status. Enable team leads to manage workload distribution efficiently.
Case History
Maintain complete audit trails with all communications, status changes, and actions taken for compliance and context.
Streamlined Case Resolution
From intake to resolution, manage every step of the case lifecycle efficiently.
Capture & Categorise
Cases are created from multiple channels and automatically categorised, prioritised, and enriched with customer context.
Route & Assign
Intelligent routing assigns cases to the best available agent based on skills, workload, and your custom assignment rules.
Resolve & Learn
Agents work cases with full context, resolve issues, and capture solutions for future reference and knowledge base articles.
Products Using Case Management
Enable efficient issue tracking and resolution across your entire organisation.
Operon
Track service calls, customer complaints, and follow-up tasks for field service teams.
Wirkolic
Manage client requests, project tasks, and internal action items across agency operations.
Franchex
Handle franchise support requests, compliance issues, and escalations across the network.
Medflow
Manage patient inquiries, clinical tasks, and care coordination actions with full audit trails.
Buildtrack
Track site issues, subcontractor tasks, and project action items across construction operations.
Propman
Track maintenance requests, tenant issues, and contractor follow-ups for property management.
Case Management in Action
See how different teams use case management to improve service quality and efficiency.
Customer Support — Help Desk Operations
Centralise customer inquiries from email, chat, and phone. Route to specialists, track resolution times, and maintain SLA compliance.
- Multi-channel ticket capture
- Skill-based routing
- SLA breach alerts
Service Request Tracking
Manage service calls from request to completion. Track technician assignments, parts used, and customer sign-offs.
- Job scheduling integration
- Mobile technician updates
- Customer status notifications
IT Service Management
Handle internal IT requests, incident reports, and change requests with proper categorisation and approval workflows.
- ITIL-aligned processes
- Change approval workflows
- Asset tracking integration
Related Capabilities
Workflow Orchestration
Build complex automated workflows with our visual drag-and-drop builder.
Approvals & Budget Management
Multi-level approval workflows with delegation rules and audit trails.
Audit Trail & Data Governance
Complete audit trails for all case activity, communications, and status changes.
Ready to Never Miss Another Case?
Talk to our team about implementing automated routing, SLA tracking, and escalation workflows for your organisation.