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45%
Increased Productivity
30%
Operational Cost Reduction
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Automation Tools
Our tools automate repetitive tasks to improve efficiency significantly.
Workflow Management
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Compliance Solutions
Ensure adherence to regulations with automated compliance checks.
Reporting Tools
Generate detailed reports that drive informed decision-making.
Hear from our satisfied customers about SwiftCase.
Using SwiftCase has significantly streamlined our processes, enhancing collaboration and productivity among our team members.
SwiftCase helped us improve productivity, strip down and simplify processes – with automation of emails and workflows. SwiftCase are the people to have on board.
Anthony Latimer
Acorn Insurance
Articles
Troubleshooting Guide for Common SMS Issues
SMS not sending Check your SMS credit balance. Make sure the phone number is correct. Check if the task meets all conditions for sending SMS. SMS sent but not received Verify the phone number is active. Check if the message was blocked as spam. Ensure the recipient hasn’t opted out of messages. Automated SMS not…
How to add a Note
The Note action allows you to quickly and easily add a Task note, which will get automatically logged for you and your Team Members to refer back to. Adding a Note Click on the Forms & Actions tab to configure the status page. This will display a blank box with an Available Actions bar on the right-hand side. Drag and drop…
Moving Rules – Questions Answered
The Questions Answered Moving Rule will automatically move the Task to a specified status once questions are answered. You can even specify answers to these questions, so the status change will only trigger after the required answer is submitted. Adding a Questions Answered Moving Rule Click the Moving Rules tab on the Status to which you want to add…
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