CasePRO

CasePRO

Advanced Software
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About

casePRO is a tested platform used in many different industries by clients who demand flexibility and a software product that provides exceptional longevity and ROI. casePRO is a toolkit, the end solution is built and designed to work the way your business works and allows you to adapt and grow tomorrow. Simplify your processes and increase your control and compliance capabilities. Capable of automatically receiving your new inquiries direclty from your website or managing a large number of cases or files across your business and auto-generating and sending your standard documentation. casePRO can track/managing all data, phone calls, emails, texts, documentation, etc. Each casePRO case has a 100% audit trail, incl all case viewing activities.

About

Custodian manages and protects your case and email information within Microsoft 365 by extending the capabilities of SharePoint to help you easily manage cases. Secure and familiar case management tools are provided within Microsoft 365 and are accessible from Microsoft Outlook. Users can use SharePoint sites and lists to store case content. You can apply structure, metadata, workflow processes and policy to each case type easily and consistently. Builds case templates for different case types to provide the building blocks required for each new case. Flexible templates, easy provisioning of cases and the ability to expose case documents in Outlook within a high performance client means that organizations can use custodian to deliver easy SharePoint case management that users will adopt and embrace.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses searching for a workflow and task automation software

Audience

HR, legal, PMO, sales, logistics or procurement teams looking for a case management platform for Sharepoint and Microsoft 365

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Advanced Software
Founded: 2001
United Kingdom
www.advancedsoftware.co.uk

Company Information

Repstor
Founded: 2012
Ireland
www.repstor.com/products/custodian/

Alternatives

Alternatives

CaseMap

CaseMap

LexisNexis
Case Center

Case Center

Thomson Reuters
CaseEnsemble

CaseEnsemble

Xerdict

Categories

Categories

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint

Integrations

Microsoft 365
Microsoft Outlook
Microsoft SharePoint
Claim CasePRO and update features and information
Claim CasePRO and update features and information
Claim Repstor custodian and update features and information
Claim Repstor custodian and update features and information