Streamline your processes

Wouldn’t it be great to know that all employees are working according to the same case management process, or any other process for that matter? With Dynamic Checklists you can create the necessary structure to ensure high quality and consistency in your workflows.

Case status overview

Visual steps allow you to quickly get an overview of the status of each case, which is quite handy when it comes to customer contacts, for example. You can even link certain steps to specific departments or people, and thus make sure that a case is forwarded to the right place with minimal effort.

Strengthen your case management process

  • Create visual steps
  • Structure the steps based on your specific workflows
  • Assign steps to departments or individuals
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Further reading

What is a ticketing management system?

3 common reasons your customer service procedure fails to deliver