Contact us here or call 0121 212 2030 to book a free demonstration

case manager

just became
more flexible

Access data on the move with our new Mobile App.

Case Manager Mobile is here!

Now you can use Case Manager on an Android Tablet on 3G/4G or Wifi to view and record data, complete forms, capture signatures, arrange appointments and take photos.


Once back in the office, Mobile synchronises seamlessly with Case Manager desktop over Wi-Fi.

Call us now on 0121 212 2030 to request a demo of the new Mobile version of Case Manager, or email

What our customers say

IIZUKA case manager
Case Manager is allowing our team of caseworkers to become truly mobile. With the ability to capture data remotely and upload it to the main system via Wifi, our teams have improved customer service and can work more flexibly and efficiently. The ability to share information quickly and easily is a great benefit – it allows our teams to be fully informed at all times, work from home and efficiently cover absences and holidays Michelle Elliott, Sheltered Housing Team Leader, Stroud Council.

See how Stroud Council uses Case Manager to improve services and performance.

View case study

Optional communications modules:

Case Manager features a number of additional modules to improve communications with your teams and clients.

Exchange module:

Exchange module:Sync appointments and diary information seamlessly with Outlook calendars, ensuring that your teams don’t miss appointments, or end up double-booked..

Telephony module:

Telephony module:For clients using Case Manager to manage customer contact via the telephone, this module routes calls through Case Manager, so that case details automatically appear on screen as the call is answered..

SMS module:

SMS module:Send SMS updates to clients, including reminders about appointments, important updates, or requests for information, providing another customer contact channel which is simple, quick and cost effective..

modules to enhance information capture

Postcode look-up:


Improve the speed and accuracy of your data capture by automatically finding the full postal address of a client just by entering their postcode.



• Create your own personal, team and executive shared dashboards
• Utilise a wide-range of charts to display the most relevant information to you
• Receive real-time KPI and organisational strategic information.
• Full admin control of dashboard views
• Security control to limit access to certain dashboards

Call us now on 0121 212 2030 to request a demo of the new Mobile version of Case Manager, or email

“With Case Manager, I can view all of our performance indicators on one dashboard and compile the reports I need quickly and easily. Our teams can provide a higher level of service, as they’re always fully prepared, with all the data they need at their fingertips.” Michelle Elliott, Team leader for Sheltered Housing, Stroud Council