While this is quick to set up, it comes with quite a few limitations:
Everything else on site has a purpose-built platform, so why not commercials? Can you imagine if safety issues were tracked this way?
A full history of all information including documents, tasks, notes and diary entries can all be stored against each case.
Interactive workflows send automated emails for tasks and reminders so everyone knows what they need to do by when.
Managers can view dashboards to check the commercial health of a contract, a client or a region. They can also see what tasks are outstanding and who they are sitting with.