Case management, compliance and workflows

Case management software can help with managing your customer interactions across all channels. Using GTP’s case management application, your agency can automatically collect and organise customer interactions into one easy place, allowing for convenient access and a comprehensive view of each customer. This application also enables agencies to initiate and manage compliance and application workflows, providing improved customer service and improved back office efficiencies.

Customer outcomes

  • Improved customer service and response time
  • Ability to create one view of customer with all their interactions
  • Compliance and workflow management adherence
  • Increase in productivity and output
  • Improved staff engagement, collaboration and workload


  • Automatically track and categorise customer interactions, from every channel.
  • Ability to add filters for identifying high priority cases.
  • Features for adding notes to cases for easy communication within teams and assigning to other teams or experts where necessary.
  • Customer fields for your business to customer ID.
  • Scheduling for activity planning and tracking
  • Task workflow automation to increase accuracy and efficiencies
  • AI decision management capabilities to ensure compliance and policy adherence
  • Content management
  • Knowledge management
  • Integration to other application for whole of business solution.


  • Salesforce
  • Siebel
  • Mulesoft


Please contact your GTP representative for a customised quote.

Contact Us

For more information on this service, please contact [email protected]

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