An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes.
Authorization for Leads, Contacts, Cases
CRM Authorization for leads contacts and Accounts is by the type action you may perform. For example, you can specify authorization for creating, change, delete, list and export. So in case you don’t want your employees to be able to export a list of leads and accounts then you can create a suitable role, and deny this access to them.
Authorization at Case type level
CRM Authorization for cases works differently. Here you can authorize an agent based on a combination of the Organizational unit, territory and case type. Whichever combination an agent is authorized, he can then do all the actions for cases belonging to that combination area only. For example, he can create, change, send an email and reply to any of those cases. This feature is beneficial to you as you can control the authorization at your exact desired level.
Authorization by roles
One key point of Solastis CRM system is that the authorizations are granted via roles. You need to create a role and then assign it to the user. One role can be granted to many users. So the authorization work need not be done again and again.
Key features of Solastis platform
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 the case it stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
For multidimensional analysis of cases and also for authorization control you can use these two objects and attach it to cases.
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. Never miss an important update.
Solastis CRM takes security very seriously, and we have many protective measures. 2FA, SSL and IP whitelisting are few of these.
Solastis CRM is very easy to understand and implement, but we also provide managed implementation services.