Case Management in Civi360
Manage client & service cases securely in one CRM. Track progress, assign tasks & report on outcomes easily.
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Create & manage cases linked to contacts
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Assign tasks & track actions
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Record notes & documents
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Report on caseloads
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Ensure compliance & consistency
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Stay connected with the right people
Empower your team to deliver consistent, high-quality support.
Track cases
Manage client history, follow-ups, and progress.
Centralise data
Store notes, documents, and communications in one place.
Collaborate easily
Share updates across teams for better coordination.
Generate reports
Create case-specific reports for funders and stakeholders.
Company Number: 05540067 - Registered address: Rock House, Street End Lane, Blagdon, BS40 7TW - ICO Registration Number: ZA208924