Case Management
Keep track of problems, issues, or projects of your customers.
Run a support help desk within your CRM and benefit from a fully informed support and sales team. Everyone knows what’s going on with a customer.
Create tickets or cases with BuddyCRM and they stay connected with your customer record. Support team members can create tickets on customers for you and assign them to dedicated support personnel. Notes on a support request can be added
Combine your case management with a workflow to automatically send emails to account handlers when a support request is created, updated, or closed.
Keep your support in your CRM
- Everyone knows what’s going on with a customer
- Salespeople become aware of problems and provide solutions too
- Some solutions are upgrades and create a chance to upsell