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Workflow Integration

Last Updated 2022/04/12

Many businesses utilise multiple software packages for different parts of their work flow. Email to communicate with clients and staff, spreadsheets and databases for records as well as programs to produce statistics as charts and graphs.

But spreading tasks out between programs can be inefficient and open to security lapses. Time is wasted importing and exporting files between packages or even manually inputting data, and there is a greater risk of losses or accidental deletions.

SwiftCase offers a way to handle all of your business needs in one, secure, cloud-based platform, but with the advantage of integration with other software of your choice. With no need to duplicate tasks or risk missing data, and immediate data transfer in one click. A log keeps every event on the system recorded for future reference.

Documents including photos and scans can be uploaded and stored for easy access. SwiftCase can generate its own charts and graphs from automatically logged system events. All that is required by the user is to define the criteria and time period. User management as part of the system includes easy to use profile and permission editing. Customised invoices and statements for your accounts can be created and exported. All of this can be accessed in a web browser without the need for additional software through a cloud-based, responsive interface.

SwiftCase’s range of integration features:

  • CSV export allows integration with Sage accounting software, as well as Microsoft Excel.
  • SMS and emails can be sent either manually or automatically, triggered by events.
  • Gmail integration for users.
  • Rackspace integration for document storage.
  • PDF export for use with the Adobe suite of products.

To take advantage of a single centralised platform for your business needs, get in touch with us today.

Adam Sykes