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AgileCase wants to help you quit wasting time on stupid Excel spreadsheets

AgileCase is now in beta to help you go paperless and spend less time in sucky Excel spreadsheets – make your team smarter and digitize your business today. It’s time.



AgileCase in beta to help you graduate from Excel

As we work to become a paperless world and move to create a more technological presence, we seek out platforms that will allow us to conduct business in a clean-cut fashion. So, naturally, when such a platform displays its idea as “Digitize your business,” one would definitely be intrigued to hop on board.

Enter AgileCase; a still-in-testing tool designed for those of us looking to graduate from Excel spreadsheets and earn a master’s in online presence. The idea behind AgileCase, according to their website, is to “bring your offline processes online, make everyone a knowledge worker.”

AgileCase uses cloud-based technology in order to store any and every element of customer interaction. The tool allows you to collaborate with customers in real-time over a secure portal.

With intriguing graphics and a user-friendly system, AgileCase is just the ticket for those bored with the standard layout of an Excel spreadsheet. Better yet, AgileCase works to combine all customer documents and information in one, easy space.

The system is created and centralized by case and document management, which allows a user to store all knowledge based processes in AgileCase including: data, documents, communications, and a full audit history. This also allows multiple team members to share and work on customer information in a parallel form.

User friendly, interactive, and designed to boost your productivity

AgileCase also offers business process management which helps improve business by moving offline processes online. Comprehensive reporting plays a factor and allows a user to create custom reports on cases, contacts, accounts, and more. In addition, there is an automated process element that allows a user to design processes to take advantage of automated e-mails, SMS text messages, template documents, and full e-mail integration.

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The user-friendly tool offers full customer history from start to finish, meaning that you can create an electronic file cabinet of all customer information. The interface has access to time-tracking, invoicing, and allows a log of transactions between user and customer.

AgileCase also has an interactive calendar feature that syncs with tasks and related cases. It is also designed to sync with cases and co-workers. Each and every bit of AgileCase is customizable which gives you room for creativity.

The system works on Windows, Mac, and mobile and allows you access from anywhere. While AgileCase is still in beta, they are offering early access to those interested. This interface has the potential to work wonders in terms of customer relations, once it is fully developed.


Staff Writer, Taylor Leddin is a publicist and freelance writer for a number of national outlets. She was featured on Thrive Global as a successful woman in journalism, and is the editor-in-chief of The Tidbit. Taylor resides in Chicago and has a Bachelor in Communication Studies from Illinois State University.

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