Case Management




Case Management enables users to record all the details of the incidents that are currently on

schedule in Intimate CRM, to minimize the impact of business operations and ensure service quality. 



Users could insert the type of cases and incidents, account name, which employee is assigned,

the start and completion date, the estimated completion date, the priority etc., to remind themselves

the details of each incidents.


All client’s requirements can put in case management as well, team members could follow-up cases

more easily, from open to close, in process, complete and cancel. The case management information

is stored in clients’ records, so team members could see which client requires special care, providing

excellence service.