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AuditCase
Software integration

AuditCase

Connect your AuditCase case management to Cloud Group's cloud telephony and give your staff context on every call.

What is AuditCase?

AuditCase is case and document management software built on the Salesforce platform. The suite helps organisations manage and follow up cases, contacts, documents and tasks in a structured way.

By connecting AuditCase to Cloud Group's cloud telephony, you bring your communication and your contact data together. Your staff see who is calling before they pick up, can dial out straight from a case, and never have to register calls twice. You handle questions faster and give every case a complete, professional follow-up.

What does this integration deliver?

Contact context on every call

Incoming numbers are matched to your contacts in AuditCase, so you instantly know who is calling and which case it relates to.

Dial from the case

Start calls directly from a contact or case record. No more retyping numbers and faster follow-up on questions.

Automatic call logging

Every conversation is logged against the right case, so your team always has a complete and accurate overview of the contact.

Request this integration

Contact your account manager to activate AuditCase for your organization.

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