One customer record
Keep company and contact information available when a case starts.
CRM + CUSTOMER SUPPORT
Sales knows the customer. Support should too.
When CRM and support live in separate tools, context gets lost. Leadsaro keeps the relationship and the issue inside the same workspace.
No credit card required for the free-trial flow.
Why this workflow matters
The person handling support needs to know which company and contact raised the issue. Link the case to the CRM record, then check the customer history before deciding the next response.
Commercial context
See the customer relationship without asking sales to copy information into the support desk.
Internal collaboration
Use Team Chat, Knowledge and staff availability alongside case handling.
What you can do in Leadsaro
✓CRM records
✓Cases
✓Queues
✓SLA
✓Knowledge sources
✓CSAT
Handle an issue from an existing client
The person handling support needs to know which company and contact raised the issue. Link the case to the CRM record, then check the customer history before deciding the next response.
- Find the correct contact or client.
- Link the support case and assign its owner.
- Use internal notes for investigation and keep the resolution recorded.
What to check in your trial
Check the percentage of cases linked to a customer record.
Illustrative workflow, not a customer result. Feature availability depends on your plan.
Connected to the rest of the workspace
This workflow does not sit on its own. Leadsaro is designed so CRM, customer service, Team Chat, Knowledge, Dayflow and workforce visibility can remain part of the same operating context.
CRMOpportunitiesCasesTeam ChatKnowledgeDayflow
Frequently asked questions
Can a case be linked to a customer?
Yes. Cases are designed to be associated with CRM context.
Can support access company knowledge?
Yes, where the workspace plan and permissions include Knowledge.
Can CRM and support use the same workspace?
Yes. That connected workflow is a core Leadsaro design goal.
One workspace. Less switching.
See how Leadsaro connects customer work, team communication and daily operations for your company.