Case Management Software Features
- Case Management
- Case Management Tools
- Adding Cases
- Alerts & Workflow
- Customer Story
Robust Features That Are Easy-to-Use
Web-based & Hosted
i-Sight is 100% web-based, so there's no software to install on desktops or servers. Implementations won’t eat-up your IT budget – and you won’t need dedicated staff to keep it running. The i-Sight case management software solution is securely available over the Internet, so you can immediately share information between locations to ensure that everyone in your organization is on the same page.
i-Sight is process-driven software that can be customized to meet your unique requirements.
Some of our clients have only one location. Others have more than 400 offices around the globe. Some have five users while others have many thousands.
Whatever your company’s size, and wherever you are in the world, i-Sight can be affordably customized to give you the tools your team needs to provide exceptional service.
Custom Workflow & Alerts
Take charge and optimize your processes.
With i-Sight you can create business rules to automatically route and, if desired, assign new cases to the right person or group. Cases can be assigned based on any criteria you choose – for example, customer type/value, issue type, product group or location.
You can also manage workloads by changing these rules on the fly.
Escalation rules ensure nothing falls through the cracks.
As a hosted solution that’s web-based, i-Sight lets you share information across the entire organization.
i-Sight provides a central, readily accessible repository and reporting tool for information concerning service and complaints.Every salesperson, plant manager and product engineer can have immediate, secure access to real-time status updates and actionable information.
Create user groups to ensure that the right people have access to the right information.
Many of our clients choose to segregate access to information based on location, department or job position. For example, managers at the head office can view and analyze cases from all locations, but a service manager in the California office can only access issues for that location.
Customer complaints are a goldmine of information that can improve your business. i-Sight helps you learn from the feedback your customers provide.
With i-Sight you can easily create reports and obtain actionable information about common customer problems.
- Monitor service performance
- Monitor service quality
- Analyze customer issues
Comprehensive Customer History
When customers call with a problem, it’s important to know if they have called before about the same issue.
i-Sight maintains a clear history of interactions with every client. Your notes, outgoing and incoming emails, related documents and cost estimates are all securely stored in one place.
Every edit or viewing automatically creates a record of what changed, who made the change, date and time.
i-Sight integrates easily and cost-effectively you’re your existing systems. That includes customer lists, supplier and dealer lists, product lists, CRM data, financial data, documents and more.
With i-Sight, an integrated solution is easier to implement than ever before.