We use infusion to manage leads and confirm to clients. Then we also use it to manage the client during the time of the case. This involves recording integrations, emails calls etc and setting reminders and tasks. Our cases can be complex and need certain information recording consistently, that then need to referred back to. At the moment we use notes for this, but with numerous notes it can be hard to quickly assess a case with out looking back over pages of notes.
Can I adapt infusion to work better for me?
Can I add a plug in that will help manage workflow and present it in a better way?
Or is there another sytem people know of that might work better to do workflow stuff?
An help appreciated.