From initial setup to publication, through to assignment and tracking of cases, both on Desktop and Mobile.

Desktop interface for Campaign Managers and back office; mobile interface for agents and agencies, with role- and hierarchy-specific functionalities.

Based on Workflow Foundation, it guides users through process execution by automating steps and validations

It is possible to manage cases both individually and in bulk, supporting large-scale campaigns involving multiple parties and offers.

Validated cases automatically trigger processes in the CRM module or other Neta modules, including identity checks, credit status verification, and address accuracy validation.

Agents and operators work in a guided, fast, and unambiguous way, thanks to clear interfaces and digitized processes.

The module automates formal checks (addresses, ABI/CAB codes, blacklists), reducing errors and delays during the verification phase.

Managers and supervisors can monitor progress, performance, and critical issues through advanced dashboards and key performance indicators (KPI).

Each commercial case, once validated, automatically and traceably triggers the corresponding downstream processes.

Agent support improves the quality of commercial proposals and their execution speed, increasing conversion rates.

Suitable for both targeted and open campaigns, as well as for traditional sales, cross/up selling and retention strategies.