All your cases in one place
A simple web-based solution for your whole team
Clients
With our help you can transfer all your clients from Excel to a webpage. You can easily collect and search for any information you need
Cases
You can build cases that are connected with your clients, and even upload files and notes. Use the calendar to schedule the necessary meetings
Collaboration
Share client cards directly with the client or your employees. Build a company database with the help of others and let people access their information
Calendar
Add events to the calendar to help keep your schedule organized
Follow-ups
Add follow-up tasks, remind both parties about the upcoming event and agenda in a calendar
Files
Keep all the files secured on a client card and let only those allowed access it
Let your customers login into your Client Panel
Let users check their data, files or whatever you allow them to see in their profiles. Create accounts and let them request changes and order products internally
All data on one simple card
You can customize the view of this card for both you and your users
