Case Management

Keep track of problems, issues, or projects of your customers.

Setting up a case in BuddyCRM
List of cases in case management function of BuddyCRM

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