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The Customer Management software platform that does it all.
AgileCase's powerful yet easy-to-use Case Management platform was built, from the ground up, with Customer Case Management in mind.
Use AgileCase to:
Capture & Process - Capture information inside AgileCase and then process your work using the AgileCase platform.
Measure & Inform - Measure using our advanced reporting technology and inform your customers using emails, SMS's, the AgileCase portal or 3rd party Integrations.
Capture Your Information
Manage your accounts and contacts effortlessly.
Customize simple to super complex, multi-steps contact forms, build customer portals and allow your customers to submit their data.
Integrate your systems and send your data into AgileCase from any external source using the AgileCase API.
AgileCase Forms & Custom Fields
AgileCase Progress Your Cases
Process It
Customize your dashboard and views and design your own workflow.
Add tasks and milestones and attach them to contacts. Categorize and group contacts together for easy management.
Set reminders, schedule meetings, calls, and all other customer-related activities.
Agile Scripting
Automates your process with AgileCase Scripting
Automatically create, organize, and track requests in a seamless process.
Reduce the time spent on routine administration and focus on higher value tasks.
Agile Scripts can send templated email or SMS notifications, populate values in your case, add tasks or integrate with 3rd parties - all without human intervention.
Measure Progress
Build reports around common metrics that are relevant to your system, and maintain an insight into the metrics you care about most.
Get to know every information of your system through intuitive & real time Reports & Dashboards.
Measure and track growth and productivity, view results, print, or export to Excel using AgileCase reporting tool.
AgileCase Reports
AgileCase Time and Expenses
Time tracking & billing
Manage all your time and expenses entries in one single place.
Define your own rate types as cost per hour or fixed fee.
Easily manage and filter between billed and unbilled entries, or filter by other variables.
Export time sheets to different systems for easy invoicing.
Agile Integration
Use AgileCase integrations to enhance your existing tools and processes
Keep your platforms connected, import or export your customer information seamlessly.
Inform Customers & Partners
Use AgileCase letters, emails, SMS's, reports and portal to inform your customers and partners.
Send automatic real time updates, reduce waiting times and phone calls and keep your customers happy.
What our users are saying about AgileCase
"Our storage costs are down dramatically"
"Using AgileCase's Docs and Comms feature means we don't need to store boxes of archive documents for each case, its revolutionized how we do things." learn more"The whole team has access to the case history"
"We've cut down on internal friction. All team members can get instant access to the whole case history immediately." learn more"The fields on AgileCase match our process"
"We've been able to design our forms to match our process, AgileCase's Custom Fields mean that we don't have to 'hack' fields for the wrong type of data" learn moreUsed By These Awesome Companies
Our customers include foundations, not for profits, charities, law firms, banks and many more.
Lets talk about how we can bring value to your business
Schedule a demo
Our experts will listen to your needs and give you a tailored system demo.