CaseManager

Customizable contact center solutions streamlining operations

About

A customizable contact center solution that streamlines operations with team management, automated workflows, custom fields, and more.

Access controls/permissions

ACH Payment Processing

Agent Interface

Approval process control

Automated notifications

Bank Reconciliation

Chatbot

Check Processing

Collaboration Tools

Compliance management

Compliance Tracking

Contact management

Credit Scoring

CTI (computer telephony integration)

Customer management

Customizable forms

Customizable Templates

Document management

Drag and drop functionality

Electronic Payments

Fee Tracking

Forms management

General ledger

Import and Data Export

Internal collections

Invoice Processing

Multiple user accounts

Online Payments

Partial Payments

Real-Time Reporting

Recurring billing and subscriptions

Reporting & Analytics

Search/Filter

Third-Party Integrations

Transaction management

Version management

Waiting list management

Workflow management

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