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Case management

Case management in Lummi keeps every case in view from the first enquiry until the work is done and invoiced. A case has an owner, a stage and a history, so nobody has to ask where it stands or what was agreed.

Free demo +45 43 14 40 50
Kontorrengøring booket 6 deals
VinduespoleringEksempel Firma ApS 860 Sofie
Tilbud på rengøringEksempel Firma ApS 860 Sofie
TagrenderensEksempel Firma ApS 860 Sofie
TrappevaskEksempel Firma ApS 860 Sofie
VinduespoleringEksempel Firma ApS 860 Sofie
HovedrengøringEksempel Firma ApS 860 Sofie
Kontorrengøring afholdt 3 deals
VinduespoleringEksempel Firma ApS 860 Sofie
TagrenderensEksempel Firma ApS 860 Sofie
VinduespoleringEksempel Firma ApS 860 Sofie
Tilbud udarbejdes 1 deal
VinduespoleringEksempel Firma ApS 860 Sofie
Tilbud sendt 5 deals
KontorrengøringEksempel Firma ApS 5.881 Unassigned
GulvplejeEksempel Firma ApS 2.490 Oscar
FlytterengøringEksempel Firma ApS 1.064 Unassigned
Rengøring af fællesarealerEksempel Firma ApS 46.742 Oscar
Missing quote PDF Tilbud på rengøringEksempel Firma ApS 19.600 Oscar

The cases on the board, in the stages you set up yourself. Drag a case on, or switch to the list when something specific needs finding.

The case speaks up before the customer does

Every activity on a case has a due date, a priority and an owner, so the follow-up lives on the case rather than in someones head. A case with no activity for 14 days and nothing planned is flagged on its own.

  • Calls, meetings and mail are logged on the case with a due date and an owner.
  • Notes and files sit on the case, so the agreement is where it is looked for.
Activities on the case

  1. Call Flyttefirma ApS

    Today

  2. Send revised quote

    In 2 days

  3. Stairwell cleaning, Vestergade

    No activity for 14 days

Won and lost, with a reason you can count on

A lost case carries a reason: price, timing, competitor, unqualified or no contact. Won cases hold on to who won them even if the case later changes owner, so the split does not move afterwards.

  • Fixed lost reasons rather than free text, so the numbers add up.
  • Each stage can carry a probability, so the pipeline also reads as a forecast.
Lost cases, by reason

  1. Price

    42%

  2. Competitor

    27%

  3. Timing

    19%

  4. No contact

    12%

Operations take over without anyone typing it again

Set the case to won and the customer becomes a customer, a linked quote is accepted, and an operations case is created in planning with the services from the case. The planner starts from what was sold.

  • The services follow the case straight into planning.
  • Hours are logged on the task and build the invoice draft in e-conomic.
When the case is set to won

  1. The customer becomes a customer

    From lead to customer

  2. The quote is accepted

    The linked quote

  3. The operations case is created

    With the case services

And the rest of what case management does

What does not need a paragraph, but is there every day.

  • Case types with your own stages

    Sales, operations and installation do not have to look alike. Each case type gets its own pipeline with the stages you actually work in.

  • Everything about the case in one place

    Customer, contact, owner, value, expected close date and the services the case covers, on one view.

  • A history that can be read backwards

    Changes of stage, status, owner, customer and value are logged with a timestamp and a user. The case can be retold a year later.

  • Recurring work too

    A case can be marked as contract work with the number of times a year and a value per time, so a standing agreement is not created from scratch every season.

  • Automations on what happens

    Whatever always has to happen when a case moves can be set up as an automation - for instance when the start date at the customer is set.

  • The customer can follow along

    Agreements, reports and quotes for approval sit in the customer portal. Customer logins cost nothing extra.

Questions we usually get

What gets asked before the first demo.

Can we have more than one kind of case?

Yes. You set up one case type per way of working, each with its own stages. A sales case and an operations case do not have to follow the same path.

What happens when we win a case?

The customer becomes a customer, a linked quote is accepted, and an operations case is created in planning with the services from the case. Nobody types it in again.

Do we lose the history when a case changes stage?

No. Stage, status, owner, customer and value are logged every time they change, with a timestamp and a user. Notes, files and activities stay on the case.

Can we bring the cases we have today?

Yes. Customers, contacts and open cases can be imported once the environment is up. Call us and we will look at what you have and what it takes.

Shall we show case management in your own environment?

Create an environment under your own brand, or call and have it shown in half an hour. We will also say so if case management is not what you are missing.

Free demo +45 43 14 40 50