Automate case routing, build institutional knowledge, and empower your support team with AI-driven case management CRM that turns every interaction into a learning opportunity.
Faster Resolution Time
Efficiency Improvement
Self-Service Deflection
Years of Innovation
Break free from operational chaos and scattered information
Customer support teams face an impossible challenge: handle increasing case volumes with limited resources while maintaining exceptional service quality. Traditional support systems—scattered emails, spreadsheets, and disconnected ticketing tools—create operational chaos that frustrates both customers and agents.
Modern businesses need an intelligent case management system that captures every interaction, learns from every resolution, and empowers teams to deliver faster, more consistent support.
A self-improving system that gets smarter with every ticket resolved
Salesboom's case management CRM revolutionizes how support teams operate by combining powerful case tracking, automated workflows, and comprehensive knowledge management in a single unified platform. Every case, solution, and interaction is captured, analyzed, and made searchable—transforming your support operation into a self-improving system.
From initial customer inquiry to final resolution, Salesboom manages the entire case lifecycle with automated workflows that ensure nothing falls through the cracks.
Every resolved case becomes part of your permanent knowledge base—creating an ever-growing repository that makes your entire team more effective.
Capture inquiries automatically from web, email, phone, and chat
Embed fully customizable web forms directly on your website to capture support requests instantly. Cases are automatically created, assigned, and prioritized—all without human intervention. Customers receive immediate confirmation with case numbers.
Convert support emails into trackable cases automatically. Configure dedicated email addresses that automatically generate cases when customers send inquiries. Email threads are maintained within the case for complete continuity.
Whether customers reach out via web, email, phone, chat, or social media, every interaction is captured in a unified case record. Agents see complete communication history across all channels, eliminating repeated information.
Transform every resolution into reusable institutional knowledge
Advanced search capabilities help agents find relevant solutions instantly. Filter by category, keywords, products, or case types. AI-powered search understands context and suggests the most relevant articles based on case descriptions.
Empower customers to resolve issues independently with a branded self-service portal. Customers search the knowledge base, submit cases, and track resolution status—reducing inbound case volume by 30-40%.
Maintain knowledge quality with built-in approval workflows. Subject matter experts review and approve articles before publication. Version control tracks changes and allows rollback to previous versions if needed.
Track which articles are most helpful, identify content gaps, and optimize your knowledge base based on real usage data. See which topics drive the most searches and where customers need additional information.
Measurable improvements across efficiency, satisfaction, and cost
Reduction in average case resolution time
Decrease in total case volume through self-service
Reduction in new agent training time
Increase in customer satisfaction scores
From 5 to 5,000 support agents without reimplementation
Cloud infrastructure automatically scales to handle increasing case loads without performance degradation. Whether you process 100 cases per day or 100,000, the system maintains consistent response times.
Add new support teams, departments, and user groups as your organization grows. Configure role-based permissions and workflows that adapt to complex organizational hierarchies.
Manage global support operations with multi-language capabilities, timezone-aware scheduling, and region-specific workflows. Deliver consistent service worldwide.
SOC 2 compliance, data encryption, role-based access control, and comprehensive audit trails protect sensitive customer data as your organization scales.
Discover how Salesboom's case management CRM can reduce resolution times by 40%, deflect 30% of cases through self-service, and accelerate new agent productivity from months to days. Start your free 30-day trial today—no credit card required.
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