Case IQ 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Case IQ

4.6

(11)

Pricing

Pricing available upon request

About Case IQ

Case IQ is a cloud-based investigative case management solution that helps organizations track and manage workplace incidents on a unified dashboard. It offers an intuitive and configurable interface to address a wide range of case types including ethics and compliance violations, HR issues, corporate fraud, security incidents and more. With a focus on security, privacy and compliance, the platform provides investigation teams with the tools they need to mitigate risks and promote an ethical culture. Key features include compliance monitoring, audit management, whistleblowing, third-party risk management and more.

Case IQ Screenshots

Case IQ Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Pricing available upon request

No plan information available

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Case IQ Features

Popular features found in Complaint Management
Alerts/Escalation
Corrective and Preventive Actions (CAPA)
Email Management
Feedback Management
Interaction Tracking
Issue Tracking
Live Chat
Prioritization
Quality Assurance
Self Service Portal
Support Ticket Management
More features of Case IQ
Access Controls/Permissions
Accident Investigation
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Archiving & Retention
Assessment Management
Assignment Management
Attendance Tracking
Audit Management
Audit Trail
Automated Routing
Built-In Database
Case Management
Case Notes
Collaboration Tools
Communication Management
Communications Management
Compliance Management
Compliance Tracking
Configurable Workflow
Contact Management
Customer Complaint Tracking
Customer Service Analytics
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Questions
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Management
Data Security
Data Storage Management
Data Visualization
Document Management
Document Storage
Email Alerts
Email Templates
Employee Management
Event Logs
Event Management
Evidence Management
FDA Compliance
Forms Management
HIPAA Compliant
Historical Reporting
Incident Management
Incident Reporting
Inspection Management
Intake Management
Investigation Management
ISO Compliance
Issue Management
IT Incident Management
IT Risk Management
Mobile Access
Monitoring
Multi-Channel Communication
Multi-Language
Multi-Location
Multimedia Support
Operational Risk Management
OSHA Compliance
OSHA Recordkeeping
Performance Metrics
Policy Management
Predictive Analytics
Process/Workflow Automation
Progress Tracking
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Records Management
Reminders
Reporting/Analytics
Reporting & Statistics
Risk Alerts
Risk Analysis
Risk Assessment
Risk Management
Role-Based Permissions
Routing
Safety Incident Management
Safety Management
Sarbanes-Oxley Compliance
Search/Filter
Secure Data Storage
Security Management
Single Sign On
SSL Security
Status Tracking
Subject Profiles
Support Ticket Tracking
Tagging
Task Management
Task Scheduling
Third-Party Integrations
User Management
User Profiles
Web Forms
Workflow Management

Case IQ Integrations

SAP Business One

Microsoft Outlook

JD Edwards EnterpriseOne

Oracle CRM On Demand

Salesforce Sales Cloud

Gmail

See all 12 integrations

Case IQ User Reviews

Overall Rating

4.6

Ratings Breakdown

64%

36%

Secondary Ratings

Ease of Use

4.5

Value for money

4.6

Customer support

4.7

Functionality

4.3

Dennis M.

Verified reviewer

Used daily for less than 2 years

Review source

Reviewed May 2018

The best customer management software that i've used

Nowadays every customer query or complaint is attended to promptly

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There is live support 24/7 available to the users It is easily integrated with most software platforms such as Android, Windows Cost-effective

Cons:

When the systems are down, this software also goes down and this makes the follow -up of the set complaints hard to effect

Steven M.

Verified reviewer

Plastics

51-200 employees

Used daily for less than 6 months

Review source

Reviewed September 2020

Valfilm USA i-sight Review

We are able to more effectively communicate the progress of case resolution to the customer. This software has improved our customer relationships. Our customer appreciate our ability to keep them abreast of how our investigations and resolutions are proceeding.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We find the amount of information we can add to each case through the initial case opening module as well as the Files, Product and Root Cause/Corrective Action modules to be extremely helpful is resolving cases. This software easily replaced our former method of capturing information used to close complaints.

Cons:

We have not found reporting to be helpful yet.

Reasons for choosing Case IQ

Ease of use, financial information, integration and training for users.

Sara C.

Verified reviewer

Food & Beverages

10000+ employees

Used other for less than 2 years

Review source

Reviewed March 2019

i-Sight Case Management for HR Investigations

Overall, I-Sight is great in concept however specific documentation standards may need to developed upon implementation to avoid issues in locating case details at a later date. If that is not possible, I would recommend users also maintain a tracking log with general category details, dates and case number for easier access to closed cases as needed.

Ratings Breakdown

Ease of use

Functionality

Pros:

This software lets you document HR incident reports including the method of notification, the parties involved (if known), investigation details including outcomes, and it lets you attach any applicable documentation related to the investigation or action taken.

Cons:

Searching for previous investigation details was not the easiest task to undertake because it depended on what fields and buzz words the investigator used to identify a particular case. This made reviewing actions previously taken in similar situations extremely difficult. It also created challenges in pulling case specific details for internal audit and/or regulatory agencies.

Verified

Reviewer

Higher Education

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2019

Great software

Great experience. Software helps us with our daily maintenance of our records. We can custom run reports and get the data required to get our reporting requirements satisfied.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

i-Sight has been customized to perfectly meet our needs to track files. Once the software was setup based on our needs, it took our staff sometime to figure out what fields to add to make the software work for us. Now that software is working to satisfy our needs, it's great. Very easy to use and understand.

Cons:

Screens (in our customized software) do not have a link to go to a previous/next record. So the web browser back button needs to be used. It's a nice to have if this was a standard feature.

Reasons for choosing Case IQ

It was used by another organization who uses similar records as us.

Verified

Reviewer

Retail

10000+ employees

Used daily for less than 2 years

Review source

Reviewed August 2018

Does What it's Supposed to

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

i-Sight focuses mainly on incident report management. As a supply chain specialist, I also deal with customer feedback and responses. During times of incident regarding our products, it is a great deal to be able to keep data of this incident and to be able to keep log of this for future uses. It is very helpful and useful in incident management. A software every company needs.

Cons:

Features are very specific and minimal. Hoping for future updates for additional useful features.

Manisha D.

Verified reviewer

Government Relations

10000+ employees

Used weekly for less than 2 years

Review source

Reviewed January 2021

Webinars that will keep you up to date

I was introduced to this software through a conference that Toddington International had held in March of 2019, through them I was able to gain up to date and current information on our current circumstances as well as to gain knowledge to be one step ahead in your career. These webinars are anywhere from 30-90 minutes long and I would highly suggest this software to any intelligence firm.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The most impactful use of this software is how current their webinars are in regards to what’s happening in the world today and how to go about doing your job with current restrictions when for example interviewing subjects over zoom/Skype, and how we need to conduct ourselves in a different manner now. If you ever need help they are always very prompt in answering any questions you may have about any of their webinars.

Cons:

Aspects of the product that I wish were included are apps/ software that current criminal intelligence officers use right now such as i2 or arcGIS, and have webinars on those applications.

Michael M.

Verified reviewer

Cosmetics

1001-5000 employees

Used daily for less than 6 months

Review source

Reviewed November 2020

i-Sight is a Great Service

i-Sight is not only helping our global team to operate in a more organized and efficient manner, but allows management greater transparency to better track cases and improve reporting. Furthermore, the i-Sight team members were very friendly, accommodating, and were always there to help answer our questions and concerns.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to customize the software based on our existing business processes is one of the biggest strengths of i-Sight. From the beginning, we were able to design a customized version of the software based on our own processes and needs.

Cons:

Notwithstanding the high level of customization, there are several features that we would have liked to include, but which we told were not currently supported. A couple of the features include the ability to open/edit documents within the browser and to generate PDF documents from templates.

Ahmed K.

Verified reviewer

Higher Education

2-10 employees

Used daily for less than 2 years

Review source

Reviewed June 2018

Isabel was very helpful.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and enter information. There are lots of features and reports that can be run. Easy to use the admin access to add and update fields.

Cons:

Sometimes the program runs slower than expected.

Luiz A.

Verified reviewer

Insurance

1001-5000 employees

Used weekly for less than 6 months

Reviewed June 2023

Latest Version (June 2023)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The features and functionality of the yellowfin was exciting to see the demo. The set up and the way the customer can now edit/create their own landing for a faster approach of what is constantly used. I really like the demo showing how the Roles for users can be adjusted (Super Admin, Accounting, etc.) on what can/ can't be done.

Cons:

Configurable SSO can be done on the front end with no charge now. Would someone on the Case IQ need to work with internal IT on our end?

Pat G.

Used unspecified for unspecified

Review source

Reviewed May 2016

We have been with i-Sight since July 2012. They are great and their product is performing as I hope

Their case tracker does as it promised. If you track it, it can be reported. Ease of use. Great Customer Service and Sales Dept. Cons-Some glitches in the system. Nothing major and fixable. One item repeated the following year.

Ratings Breakdown

Ease of use

Customer support

Showing 1 - 10 of 11 Reviews

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