Merit CRM Case Management

Merit CRM Case Management gives you instant access to all your important case information. Real-time access for everyone on your network ensures that your organisation will run smoothly even when you're not there. Enter information once and the exclusive linking system in Merit CRM takes care of the rest.

With Merit CRM, you can:

• Automate all your cases
• Create lists of actions needed and track advice given
• Track and schedule all work performed
• provides a management tool for analysis of work flow, case status, and types of cases opened and closed

Take notes on-screen! Merit CRM gives you unlimited note-taking capability. Keep track of telephone calls, case facts, and advice given. You can add notes to name, matter, and event records. Review your notes and you'll quickly have a handle on every case, client and contact. Choose the program that lets you work your way! With Merit CRM, instantly get to all of your case, contact, and calendar information from anywhere in the program.

While viewing your Daily Intray you can see all the related case and customer information with just a mouse click If you're at a name screen, you can see all the cases and events linked to the name. Jump to any linked name, matter, or event with just a click of your mouse. The flexibility of Merit CRM lets you decide how to get to, view, and print out information.

Merit CRM is more than case management software. It's a powerful and sophisticated control tool that gives you ultimate command of your organisation. Linked databases - files, notes, matters and documents - means you can work more efficiently.