Rating Case ManagerProfessional rating software

How it works · CRM

One clear place to manage every rating case.

The CRM gives surveyors and support teams a shared view of live work—from the first instruction through evidence, correspondence, reporting and completion.

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01

Board overview

See the whole caseload without losing the detail.

Your Cases board brings every live instruction into one consistent table. Teams can review case numbers, clients, properties, workflow stages and ownership at a glance.

  • Sort and search the live caseload
  • Choose which columns each user needs
  • Keep permanent record IDs as cases move between boards
02

Case record

Open a case and find the answer quickly.

The record drawer keeps the working detail close to the board. Edit the client, property, instruction and valuation fields while staying in the context of the caseload.

  • Structured fields for consistent information
  • Notes and updates displayed alongside the record
  • Direct actions for VOA research, reports and email
03

Views & priorities

Give each user the view they need.

Personal views let team members focus on their own responsibilities without changing the underlying shared board. Filters, column order and widths can be tailored to the task.

  • Save individual working views
  • Filter by owner, status and key case fields
  • Surface unread correspondence and approaching actions
04

Board workflow

Move work forward without breaking its history.

Selected records can be moved to another board when the workflow changes. Matching fields, the permanent case ID and the record history stay with the case.

  • Move one record or a selected group
  • Retain matching fields and operational IDs
  • Use bulk updates for consistent workflow changes
05

Email & updates

Keep correspondence attached to the case.

Connected Outlook mail can be matched to CRM records, giving authorised users a shared chronology of sent and received communication.

  • See unread inbound-email indicators
  • Review correspondence from the case record
  • Send a case email using saved templates
06

Connected actions

Move from case management into professional analysis.

A CRM record connects directly to the other Rating Case Manager workspaces. Open the property in VOA Link, create a liability scenario or start a client-ready report without re-keying the case.

  • Send property identifiers to VOA Link
  • Open saved calculations against the case
  • Build reports from reviewed CRM information

Next in the product tour

Explore VOA Link.

See how users find properties, review scheme comparables and create named alerts from VOA data.

Explore VOA Link →

See the real workflow

Ready for a closer look?

Book a practical walkthrough using your own team’s priorities and working process.

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