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What Is Case Management?

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Case management is defined as the collaborative process of tracking, monitoring, analyzing, and evaluating case data, available services, and procedures related to a particular case. This could include a wide variety of settings such as healthcare, rehabilitation, nursing, law, and more.

Case management software can help businesses automate and streamline various aspects of the case management process. Studies show that the global case management software industry is expected to grow to a market value of $7,587.54 million by the year 2025 with a Compound Annual Growth Rate (C.A.G.R.) of 12.2%.

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What Makes a Good Case Manager?

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Case management is a collaborative process of planning, implementation, coordination and evaluation of options and services. Case management solutions traditionally assisted law firms, banks and healthcare providers. But today, case management has become an integral part of all major businesses that deal directly with end-consumers and intermediaries.

A case manager navigates each step of a process with respect to an individual client’s specific needs and requirements. They are responsible for negotiating legal and ethical agreements with organisations on a client’s behalf and maintaining their privacy and confidentiality. In the ever-dynamic business world where settlement is achieved through struggle, the need for case managers is ever-growing. In the US, the number of certified case managers has increased by over 50%.

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What is Sales Force Automation in CRM?

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CRM is a broad domain. It touches every industry and there’s not such thing as a one-size-fits-all solution. Sure, you can get a CRM for free. But the big question is whether you can get it to do what you want.

Sales Force Automation specifically addresses the parts of the sales process your team needs to digitize in order to make the act of selling more efficient and more effective. Read more

What is a Case Management Workflow?

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A Case Management Workflow is the logic, process or method your business uses for resolving issues. Issues can have many sources. For instance, they can be raised by customers, partners or internal staff.

Getting business logic right is difficult. So, with Planet Crust’s Case Management, we go out of our way to make it easier for you to to align your business logic across your organisation. This could be for improving your existing processes or for a complete digital transformation strategy. Read more

Crust 2019.12 brings new applications and features

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11 December 2019
Cork, Ireland

Crust Technology is excited to announce a new release of Crust, the open-source Salesforce alternative. This is a major release of Crust which includes new applications, such as Crust Service Solution, and a long list of new features and improvements.

What’s new in Crust 2019.12?

Crust Service Solution home page

 

  • New Crust CRM features:
    • Optimized CRM pages layouts
    • Improved quotes layouts
    • Updated automation scripts, so that they work with the new Crust Corredor

Optimized CRM layout

 

  • New Crust Compose (low-code platform) features:
    • Record import and exporting
    • Improved module builder, with a 2 step process helping to create pages for a new module
    • Improved layout in the page builder
    • Improved calendars that now supports multiple event feed sources, colour coding, and filtering
    • Improved reporting with new charts and chart options
    • New options for automation scripts, including:
      • New settings (including “run in the browser or Corredor”, “run asynchronously”, “run with a timeout” etc)
      • New script tester
      • Easy selection of triggers
      • Scheduler
    • PDF previews
    • Namespace selector (allowing you to quickly go from one Compose application – a namespace – to another)

Improved module builder with checks if list and record pages have been created

 

 

New options in automation scripts

 

 

Namespace selector on the left, allowing you to move quickly from one namespace to another

 

  • New Crust Enterprise Messaging features:
    • New Messaging settings:
      • Enable or disable emojis
      • Enable or disable notifications
      • Notifications template
      • Enable or disable attachments
      • Enable or disable attachments upload from the gallery and/or camera
      • Set max file size for uploads
      • Set file type whitelist
    • PDF previews
    • Improved messaging and rich text input areas with tiptap

New messaging options

 

 

PDF preview and the improved input area

 

  • Other new features:
    • Redesigned admin area with:
      • Improved layout and menu
      • Change permission settings with a click
      • Searchable and filterable lists
      • Dashboard with the current status
    • Improved login page layout
    • MinIO integration for High-Performance Object Storage. This enables Crust to use standard storage backends (list Amazon S3), data-encryption etc.
    • YAML export of CRM and Service Solution namespaces
    • New documentation site: https://docs.crust.tech

New admin area with dashboard

Bug-fixes

Over 100 issues have been solved since the last release, including enhancements and bug-fixes. The detailed list is available in the repository on Github.

Corteza Project

In June 2019, Crust Technology contributed all of its software intellectual property to the Commons Conservancy, an independent open-source foundation. In doing so, we created Corteza, “The Digital Work Platform for Humanity”. Corteza has been featured on sites like opensource.com, and the Corteza Community recently hit another milestone by growing to over 2000 individuals and companies from all over the world.

New features are added to Corteza continuously, and it often gets updated a few times a week. Crust is an enterprise product based on Corteza source code. It is stable and thoroughly tested, and major releases come out every three months.

Getting Crust

Crust is the open-source Salesforce alternative for businesses and organisations. To learn how to get Crust, or how to migrate from your current solution, please contact Crust via the contact form or via sales@crust.tech.

Online Demo

There is an online demo of Crust available at https://www.planetcrust.com/demo.

About Crust

Crust Technology Ltd, headquartered in Ireland, is the driving force behind the open-source Unified Work platform Crust, providing a flexible, self-hosted platform for your organisation to work and communicate internally while engaging with its customers, suppliers, partners and other third parties externally. Its integrated approach to identity, messaging and business logic delivers a simple-to-use yet extensible means for managing users and the applications they require every day, whether in the cloud, behind the firewall or a hybrid of the two. For more information, visit www.planetcrust.com or follow @Crusttech on Twitter.