Case Management

A CRM powered by intelligent workflow, integration, and automation

What Is Case Management?

The right tools to track and manage every aspect of your customer journey

Easy to Customize

Easily define custom fields to create the desired account layout using our low code CRM designer. Tie CRM fields to the internal database, or to an external system of record. You can also reuse campaign and CRM structures for agile deployment.

Multiple Campaigns

Campaigns are a mechanism to organize CRM data, account records, case records, and reporting data. Each campaign can have it's own instance of each of those functions, and end users can be assigned multiple campaigns to have access to those corresponding functions.

Account Lookup

Set a default account lookup field for each campaign to simplify searching for accounts, or make individual fields searchable from an advanced search. Leverage our CTI connector to automatically load account information using information from your telephony/ACD system.

Audit History

Automatically track every step of each interaction in a complete case history for each account. Providing full transparency; every screen, selection, and data input is captured in the contact history. You can also exclude sensitive data from the audit log if needed.

The Right Tools

Case management software including a knowledgebase that can integrate with a 3rd party CMS, canned responses for fingertip information, and the ability to drive email and follow up events directly from the interaction. Easily manage work items through a clear ownership system.

The SpiceX Effect

A CRM that benefits from a visual process guide tool, and an API hub that seamlessly extends the platform. Every data point in the CRM can be used in a process, to perform an action in another sytem, or become actionable and drive automated logic through process automation.


What Is Engagement Suite?

A Unified User Interface (UUI) to Orchestrate Your Customer’s Journey

Unified User Interface

Work better, faster, and more securely. SpiceX allows you to bring data from many business applications into a single intuitive view.

Data Integration

Have the right information in the right place at the right time. Front-end all of your important data in SpiceX's intuitive customer engagement platform. No more alt-tabbing around or logging into multiple applications. It's a classic case of "work smarter not harder".

Workflow Engine

The most complete business process management software enables users to easily create intuitive, interactive, and intelligent, business processes.

Case Management

SpiceX is the only CRM powered by intelligent workflow, integration, and process automation. Customize the look and feel of the CRM, and create multiple record types to display different information.

Process Automation

Let your data go to work for you. The easiest way to get accurate and repeatable results, SpiceX Process Automation can replace or augment critical or tedious manual tasks.

Dashboard Analytics

Reporting that crosses boundaries and provides actionable insight. Consolidate data from any system that interacts with SpiceX.