About SwiftCase

SwiftCase is a cloud-based workflow management solution that helps businesses in the insurance, finance, legal and service industries with automating business processes, optimizing business operations and boosting business productivity. With SwiftCase, business can securely manage customer data and streamline existing business process with functionality for customizable drag and drop workflows, tasks with RAG alerts, and an integrated customer data system with a secure document manager.

SwiftCase allows users to create and edit every aspect of a workflow using a drag and drop editor. Users are able to modify triggers and action buttons to to automatically run a specific event such as document generation or notification creation when a certain condition is met...


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Supported Operating System(s):

Web browser (OS agnostic)

25 Reviews of SwiftCase

Average User Ratings

Overall

4.60 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(17)

17

4 stars

(6)

6

3 stars

(2)

2

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 25 results

January 2019

Benn from Laird Expert

Verified Reviewer

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2019

A Swift Case

Excellent case management system that helps keep all cases clear, organised and makes the day to day task a lot easier to manage, works exactly how the name is presented.

Pros

I love how clearly laid out swift case is making it almost elementary to operate from case to case. The task page helps to keep all work organised with urgent priority cases allowing us to be able to prioritise work dependant on our workload.

Cons

In my experience using swift case I can not think of any issues that have occurred which has affected any case.

January 2019

Niki from Laird Assessors Ltd

Verified Reviewer

Company Size: 51-200 employees

Industry: Legal Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

January 2019

Swiftcase Review

We upgraded to Swiftcase from our own previous case management system. The system is simple to use (after a little bit of getting used to) and I can't think of a better system for us to use. Users are assigned skills and accountability depending on their job role which is more advanced than our previous system.

Pros

I think Swiftcase is user friendly and has many exciting features.

Cons

There are aspects that I do not feel are relevant to my job role that I would like to remove from my page view.

June 2015

Sam from Qatar Petroleum

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

June 2015

Capterra work flow

As a workflow management solution, I found SwiftCase relatively easy to use. Obviously there is a learning curve getting used to a new solution, although by using SwiftCase I was able to reduce administration time and make workflow processes more efficient Sam Jbarah, Senior Quality Engineer at Qatar Petroleum.

July 2020

Kristina from Skinny Tonic Ltd

Company Size: 11-50 employees

Industry: Food & Beverages

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

July 2020

Skinny Tonic SwiftCase review

SwiftCase is to be employed to deal with all aspects of Customer Service, including: Dealing with all queries and complaints in an efficient and accurate manner Logging all complaints and keeping track of all actions, refunds and customer issues Removing the need to send multiple emails to resolve issues - all interactions with customers are easily traceable The level of service we have received in getting the product set up for our use has been exceptional. It has been tailored completely to our needs with great attention to detail and excellent customer support.

Pros

Intuitive and customisable Integrates easily with website and emails Collates information for each case in once place Enables efficient analysis of costs to business and highlights areas of concern Thorough set up procedure facilitates ease of operating

Cons

Currently using trial version so no issues encountered as yet

January 2019

Christine from Laird Assessors

Company Size: 11-50 employees

Industry: Automotive

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

3.0

January 2019

Case Management

All in all, Swiftcase is very beneficial to our business, with easy to use functions, automation, user friendly. with structured workflows. I believe the use of Swiftcase in any business will greatly help their administrative times and costs.

Pros

The automation functions are a great help for speed and accuracy.

Cons

Sometimes the workflow does need to be manually overwriting to complete an "out of the box" task. But it does what it says on the tin!