Flexible workflow configuration and task management

Customer centric workflow management task management


Task Management

  • Fast activity, task, action and contact management execution from the management desk
  • System and user configurable tasks linked to priority settings, deadlines and alarms
  • Staff task scheduling with client links, progress tracking and pop-up reminders
  • Task management view grid with task filters and user configurable reports
  • Task alarm with pop-up reminders across LANs and WANs

Workflow Configuration

  • Rule based management framework for the creation of unlimited workflow processes
  • Management desks with unlimited, user configurable activities, tasks and actions
  • Seamless integration to master calendar and different categories of diaries
  • Unlimited user defined workflow stages displayed on each management desk

Visual Pipelines

  • User configurable case boxes with contact detail and colour coded contact alerts
  • Colour coded activities and business cycle progress displayed in each case box
  • Case boxes auto positioned by rule based stage control rules and manual drag ‘n drop
  • Fast switching between management desk display and activities list display

Help Desk

  • Service tickets integrated to CDP, CRM system and customer’s web page
  • Fast service ticket creation on the fly, from the web page help button or from mobile devices
  • Job progress tracking with fast SMS, e-mail or telephone call feedback to client
  • Stock item expensing to service ticket with seamless integration to stock control system
  • Invoice directly from service ticket or from fast invoice or cash sale processing system


  • Pre-configured workflow templates for sales management, KYC (FICA) and debt collection


  • Client data import facilities, API for Cloud and mobile device data exchange, direct interfaces to financial institutions and middleware interfaces to more than 600 client services devices

Business management features

  • Debtors control (AR) (see BACKoffice accounting)
  • Services and Charges (non stock item) billing (see BACKoffice accounting)
  • Transaction management (see BACKoffice accounting)
  • Cash control (see BACKoffice accounting)
  • Document filing and management system (see DOCmanager)
  • Facsimile transmission and receipting (see FAXmanager)

Seamless Integration to:

  • PHONEmanager telephone call and billing management
  • INNsync data synchroniser linking offices across geographic boundaries
  • CIMSOweb on-line customer profile management and activity scheduling
  • STOCKmanager products services and recipe stock control with procurement
  • BACKoffice creditors (AP), General Ledger (GL) and Cash Books (CB)


    Are you looking to take effective control of your business?​