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Overview
Case Manager software streamlines debt collection and accounts receivable operations with automated workflows and financial tracking. While balance visibility requires navigating into case details, the platform delivers robust customization, intuitive interfaces, and responsive customer support. Overall, its specialized features and workflow automation make it practical for contact centers managing complex portfolios efficiently.
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Starting Price
Custom
Case Manager Specifications
Call Reporting And Analytics
Omnichannel Support
Real-Time Dashboard
Agent Scheduling And Management
What Is Case Manager Software?
Case Manager software is a contact center solution designed for organizations managing debt collection, accounts receivable, and financial recovery operations. Built by Microworks Enterprise, the platform serves as a centralized system that helps contact center teams coordinate case workflows, track progress, and maintain oversight of financial recovery processes.
It caters to businesses that need specialized tools for managing high-volume case portfolios across collections, receivables, and debt recovery sectors, providing the infrastructure to support both automated processes and agent-driven activities within a single unified environment.
Case Manager Software Pricing
Disclaimer: The pricing is subject to change.
Case Manager Software Integrations
Who Is Case Manager Software For?
Case Manager software is ideal for a range of industries and sectors, including:
- Debt collection agencies
- Financial services
- Accounts receivable management
- Medical practices
- Real estate
- Legal collection practices
- Government departments
Is Case Manager Software Right For You?
If you need a contact center solution built specifically for debt collection and accounts receivable management, Case Manager software delivers specialized workflow automation and comprehensive financial tracking. It has over 30 years of experience since 1995, the platform serves contact centers across South Africa and the United States. The software prioritizes data security through partnerships with providers holding the highest physical and technical security certifications, while supporting cloud deployment via Azure Virtual Desktop or Windows 365 for scalable operations.
Still not sure if Case Manager software is right for you? Contact our customer support team at (661) 384-7070 for further guidance.
Case Manager Features
Case Manager software provides comprehensive user and team creation tools with customizable security roles. These roles control feature access per user type. The platform includes team dashboards for performance monitoring and electronic diaries showing due activities. Bulk assignment capabilities with automatic workload balancing ensure optimal resource allocation. Teams can even distribute cases based on account volume or balance.
The software combines automated and manual process steps to create responsive workflows. These workflows adapt based on case events and agent activity outcomes. Supervisors can configure process sequences that trigger specific actions when agents complete phone calls or tasks. This allows contact centers to maintain agile operations.
Case Manager software enables bulk SMS messaging and automated letter generation from templates. The platform supports legal document creation for scaled customer engagement. The Engage module provides multi-channel messaging capabilities while automatically capturing phone call activities. All customer interactions remain documented within the system. These Case Manager features ensure compliance and enable performance analysis across all communication channels used by the contact center.
The platform tracks capital, interest, costs, and payment transactions at the case level. It provides automated interest calculation capabilities for accurate financial reporting. Users can allocate payments between different financial components easily. The system generates customizable customer statements and creates plaintiff payover reports for precise stakeholder distributions.
Case Manager software allows creation of over 200 custom data fields. Users can personalize agent interface forms, grid layouts, and toolbar configurations. The Advanced Search feature enables users to create and export custom data grids. These grids combine selected filters and fields for targeted analysis. Crystal Reports integration delivers powerful reporting capabilities, providing deep insight into contact center performance and case data.
