Workflows & Tasks
OMS allows your business to work in the exact way you need. Our workflows allow you to track and follow your processes right from the initial enquiry to completion. Our workflows consist of tasks which indicate to the user what needs to be actioned on the case and when.
This feature helps provide consistency in the service you provide and making it easy to keep track of your cases. Tasks can also have automatic emails & SMS attached to them to update the customer or introducer about required action or general progress updates.