Solastis CRM key features has the functionality where the main Case or the parent Case can be further broken down into sub Cases or child Cases under the parent Case. For example, a company has undertaken a project to implement SAP for a client. It’s a dynamic case which will involve many aspects. The various aspects can be procuring license from SAP, engaging a consultant company who can analyze the business process of the client, procuring server, and so on. In this case, the main Case can be SAP Implementation, broken down into multiple sub-cases pertaining to the various aspects involved in the completion of the main Case. The main Case will close only after all the sub cases are completed and closed successfully.
An advanced case management platform with which you can digitize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. You will never miss an important update.