The Case management module in Retention CRM helps Associations, Chambers of Commerce and Nonprofits in streamlining and centralizing their case management processes, and allow you them track interactions with members, donors, volunteers and other stakeholders, whether it’s a simple phone call or a complex multi-step program enrollment. The module offers a comprehensive dashboard for visualizing your entire case workflow. You can define custom case types, activities, and statuses to perfectly match your organization’s needs.
