Case management
Streamlined case management
Whether you’re resolving stakeholder queries, managing service requests, or tackling complex issues, SwiftFox will simplify the process.
User permissions
Control who should view and manage cases with configurable access settings. Ensure sensitive information remains secure by granting permissions based on each team member’s roles and responsibilities.
Centralise everything
Link notes, documents, emails, calls and tasks directly to cases, centralising all relevant information in one place. Easily view all cases associated with a contact on their CRM profile.
Customisable fields
Custom case fields empower you to track and record the information that matters most to your organisation, from case descriptions to outcomes, in the way that works best for your team.
Simplify processes
SwiftFox automates routine tasks, streamlines document management, and frees your team to focus on what truly matters.
By simplifying day-to-day processes, SwiftFox empowers your team to achieve more with less effort, allowing them to handle more cases with ease.
Your team will love the seamless experience, and so will your organisation, as productivity soars.
Enhanced reporting
SwiftFox provides real-time insights into case trends, team performance, and more with its powerful reporting tools.
Track progress, identify opportunities for improvement, and make data-driven decisions with ease.
Improved collaboration
SwiftFox enhances teamwork by allowing you to assign cases, track progress, and link internal discussions, tasks, and updates to case records.
Real-time tracking, notifications, and task management ensure seamless communication and efficient case resolution.
Forms integration
SwiftFox lets stakeholders log cases via online forms, streamlining the process and saving your team valuable time.
Collected data is instantly linked to case records, ensuring a smooth and efficient workflow from the start.
Respond faster
SwiftFox ensures your team has everything they need at their fingertips to deliver quicker, more efficient case resolutions.
By centralising case information and communication tools within a single platform, SwiftFox eliminates the time wasted moving across multiple systems.
Designed for growth
SwiftFox is designed to scale with your needs, adapting to your unique case management requirements as you grow.
With SwiftFox, you’ll never need to switch solutions - everything you need is already in place, ready to support your expansion at any stage.
A swift summary of Case management
Effortlessly create, manage, and track cases directly within SwiftFox’s all-in-one CRM.
Centralise case information, including notes, documents, and correspondence, for seamless workflows.
Enable team collaboration with case assignments, progress tracking, and configurable access permissions.
Allow stakeholders to log cases through an online form, saving time and boosting engagement.
Customise case fields to fit your organisation’s unique requirements and workflow.
Track and analyse cases with powerful reporting tools for real-time insights and better decision-making.
Transform emails, calls, and meetings into case records with ease.
More features SwiftFox has sorted
SwiftFox Case management is fully integrated into your CRM, and seamlessly links to other features including:
Let’s talk more
Our team is standing by to share our insight and expertise that comes from pushing ourselves every day to reach our goal of creating the best world’s best campaigning software.
We’d love to learn more about your engagement needs and show you how SwiftFox can help!