Case Management Software
par Wm Paul Slough
1. Time Tracking
1.1. Quick Entry
2. Contacts
2.1. Leads
2.1.1. Drip Marketing
2.1.2. Pipeline
2.2. Notes
2.3. Client Portal
2.4. Google Sync
2.5. Email Index
3. Calendar
3.1. Google Sync
4. Projects
4.1. Calls/Memos
4.1.1. Quick Entry
4.2. Workflow
4.2.1. Tasks
4.2.1.1. Templates
4.2.1.2. Quick Entry
5. Issue Tracking
5.1. Requests
5.1.1. Email
5.1.2. Website