Case Management

You can do this and much more in Sweet

Overview of cases

Decide yourself what is the best way to work with cases for you. Choose between list, timeline or pipeline view. Use the sort opinion in the pipeline in order to see your cases in a specific order. Narrow your search by using our filter functionality available on every case view. See on which cases the new notes were added with our notification functionality. See with which cases your colleagues are working right now thanks to our lock symbol. Never miss cases that have passed their due date with the help of the red warning indicator.

See all details

On the case card created in Sweet, you can easily relate people within or outside the business network. Here you can also adjust the deadlines to your service-level agreements. The case card shows a clear picture of the case and you can quickly and easily navigate between different tabs to see more information. Working with cases cannot be easier than this.

Relate and connect cases

In Sweet, you can relate the case to different customers, activities, deals, and other cases. Choose and configure the roles for the related customers and users. Handle incoming cases right away with the help of support groups which will be related automatically to the incoming cases. Be updated without being actively involved and make sure that cases are handled correctly by using the follower role.

Communicate internally and externally

Communication between users and customers was never easier than it is in the Sweet solution. With our ‘notes’ functionality, you have a quick insight into what needs to be done or what has been already done. You decide which messages are visible only internally and which both internally and externally. Working with cases was never so easy due to our clear layout.

Invite the customers

Give your customers the opportunity to start and update cases through Sweet’s customer portal. Here you can share the cases and quickly get information from the customer.

Follow-up

Follow up the cases to see how fast you act on deadlines and how you can improve in the process.

Create results

Did the case become a deal? Congratulations! You can easily create deals related to an existing case.

Add products, services and installations

Our product is suitable for different kind of businesses. It does not matter if you sell machines, cars, insurance or food. We work with small and big businesses because we believe that you can sell everything with our platform.

Create results

Did the case become a deal? Congratulations! You can easily create deals related to an existing case.