Centralize customer inquiries, technical issues, service requests, and warranty claims in one powerful CRM system that drives faster resolutions and higher satisfaction.
Book a DemoYears Supporting Customers
Support Teams Empowered
Countries Served
Complete Case Tracking
Customer issues get lost in email threads, spreadsheets, and sticky notes. Support teams lack visibility into case status, priorities shift without notice, and customers wait endlessly for updates.
A centralized case management CRM eliminates these inefficiencies by capturing every customer interaction in one organized system with complete visibility, automated workflows, and comprehensive tracking capabilities.
The Cases module in Salesboom CRM provides a complete support ticketing and issue-tracking system designed for efficiency and customer satisfaction. Every inquiry, technical issue, service request, warranty claim, and internal escalation is captured, tracked, and resolved in one centralized location.
From initial contact to final resolution, every case moves through a structured workflow with complete visibility. The system automatically assigns case numbers, tracks status changes, monitors priority levels, and maintains a full audit trail of every action taken.
Proper categorization ensures cases reach the right team instantly. The flexible classification system adapts to your business structure while maintaining consistency across the organization.
Speed matters when customers need help. Salesboom offers multiple case creation methods designed for different scenarios and urgency levels.
During phone calls or live customer interactions, support agents need speed. The Quick Create Case feature captures essential information in seconds with minimal fields: Case Owner, Contact Name, Account Name, Type, and Subject. This ensures no service request is missed during busy periods while maintaining proper tracking.
Complex issues require comprehensive documentation. The full Add Case form captures every relevant detail including product specifications, project associations, liability indicators, SLA requirements, and complete issue descriptions with steps to reproduce, error messages, customer impact, and expected resolution paths.
Customer-submitted inquiries through website forms or email automatically create cases without manual data entry. Web Capture Cases eliminates transcription errors, speeds up response times, and ensures consistent case creation regardless of submission channel.
Proper routing eliminates delays and reduces customer frustration. Cases automatically flow to team members with the right skills, availability, and expertise.
Note: Manual reassignment remains available when circumstances require manager intervention or special expertise.
Keep customers informed and teams aligned with intelligent notification systems that trigger based on case events and status changes.
Automatic confirmation emails sent immediately when cases are created, reassuring customers their issue is being tracked.
Notifications trigger when case status changes, keeping customers informed throughout the resolution process.
Support agents receive immediate notifications when cases are assigned to them, enabling prompt response.
Managers are alerted when cases approach SLA deadlines or are escalated due to priority changes.
Customers receive notification when their case is resolved, with options to reopen if issues persist.
Internal case comments enable team collaboration without cluttering customer-facing communications.
Transform raw case data into actionable insights that improve support operations and customer satisfaction.
Centralized case management delivers measurable improvements across customer satisfaction, team efficiency, and business operations.
Faster resolution times with complete case history visibility. No repeated explanations. Proactive status updates. Consistent service quality. Complete issue accountability.
Clear ownership of each case. Automated notifications eliminating manual follow-up. Priority-based work queues. Full visibility across the support team.
Identify recurring issues through pattern analysis. Enable product improvements and service enhancements. Reduce customer frustration. Minimize SLA violations.
Cases linked to Projects, Products, Opportunities, and Accounts. Unite sales, support, operations, and leadership teams. Eliminate silos.
Complete audit trails documenting every case action. Clear communication history. Transparency during customer escalations. Professional service standards.
Data-driven visibility into support operations. Guide business decisions about resource allocation, training priorities, product development, and service strategy.
Growing support operations require sophisticated management capabilities. Salesboom provides enterprise-level tools that scale with organizational needs.
These administrative tools reduce management overhead while maintaining operational control.
Cases don't exist in isolation. Salesboom's integrated architecture connects case management with sales, marketing, and operational systems for complete business visibility.
Native connection eliminates duplicate data entry and provides complete customer context.
Identify upsell and cross-sell opportunities hidden in support interactions.
Enable warranty tracking and technical support workflows with product linkage.
Capture customer communications automatically with seamless email integration.
This unified ecosystem eliminates information silos and creates seamless workflows across departments.
Support requirements evolve as businesses grow. Salesboom's case management scales seamlessly from small teams to enterprise operations without architectural changes or performance degradation.
Capacity handles growing customer bases whether supporting 50 cases monthly or 5,000 cases daily.
Adapts to new products, services, and support types as your business evolves.
Accommodate industry-specific or changing business requirements without limitations.
Support organizational growth and specialization with unlimited team structures.
Enable global support operations with comprehensive language capabilities.
Automatically scales to handle demand spikes with consistent performance.
See how centralized case management improves resolution times, boosts customer satisfaction, and gives leadership complete visibility into support operations. Book your personalized demo today.
Discover powerful CRM editions to scale your business efficiently.
A complete CRM suite with Marketing Automation, ERP integration, and Support tools — built for performance and value.
Explore ProfessionalFor large enterprises — automate workflows, unify data, and leverage analytics to drive strategic growth.
View EnterprisePerfect for small teams starting with CRM — manage leads, track sales, and boost productivity with simplicity.
Discover TeamDiscover powerful CRM, case management, service portals, sales intelligence, and tailored business solutions.
Track, manage and resolve customer cases with advanced ticketing and workflow automation.
Explore Case ManagementTailored CRM solutions built for your exact business model, industry, and workflow needs.
Custom SolutionsComplete CRM software to manage sales, marketing, support and customer lifecycle.
View CRM SolutionsEmpower customers with web-based self-service portals for support, requests and knowledge base.
Explore Portal SoftwareGain insights into customer data, sales trends and business performance.
Explore IntelligenceLearn how to align sales, marketing, and success teams to maximize business growth.
Read the Guide