brightoffice case management



Cases CRM offers a functionally rich case management package which can be customised to suit your personal business requirements across a multitude of Case types including PPI, Pension Transfers, Miss-sold Mortgages and many more.

Offering a full end to end solution, Cases CRM will manage your business from client prospecting right through to Invoicing and Payments removing requirements for multiple software packages and streamlining internal processes.

With integrated workflows and task management configured to your company process, the software offers a powerful Case management solution pointing users to a complete task management list capturing each individual case and ensuring that no client is left behind. Bulk processing within workflows allows you update large numbers of cases within one process, increasing time efficiency and saving money.

how can it help?

Case management
Effectively manage your cases and customers with feature rich case management at the core of the software.
Multiple case types
Manage a multitude of case types including PPI, pension transfers, miss-sold mortgages and many more.
Intelligent workflows
Monitor and automate the progress of each case at defined points with intelligent work flows that are custom built to match your business processes.
Bulk processing
Improve time efficiency and reduce admin responsibilities by processing mass updates in one action freeing up your staff to spend time where it matters.
360° customer view
View and interact with customers easily with integrated prospecting, marketing, sales and support.
Cost effective
Pay for what you need via affordable monthly payments and expand as your business grows.
Marketing made easy
Dynamic database filtering targets the right customers and lets you market your services in the most effective manner, whether via Email, Post or SMS.
Access from anywhere
The software is based in the cloud, meaning data is securely backed up. You can also restrict access to certain IP addresses and time of day.
Industry specific
BrightOffice is based around industry specific features without the generic bloat of other CRM systems.
Tailor made
BrightOffice flexible software compliments and works with your business processes using bespoke workflows to help you manage everyday tasks with ease.
Powerful reporting
Reporting is crucial for any business to gain an understanding of what works and what doesn't. BrightOffice reporting suite allows you to report on any or multiple database fields.
Secure data storage
You need never worry about losing your data again. BrightOffice securely host and backup your data and can even send you a backup via FTP for extra piece of mind.
Document management
BrightOffice advanced document management system when used with PLR - Legal’s extended range of office printers and MFD’s allows you to create personalised documents at the click of a button and save any incoming correspondence alongside the customer’s record for ease of access.
Financial control
Process orders, generate invoices and manage arrears collection easily and effectively, all within the software.

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