Every case. Every customer.Remembered.
Your Clone opens the case the moment someone mentions a problem, links the related ones, flags what's overdue and tells you which customers need a call today. Cases live on the same accounts sales works, so nobody is surprised.
Open an urgent case for Bluepeak Health. Their calendar invites stopped syncing this morning.
Opened case #00001721 (Urgent, Integration).
- Mei Tanaka added as the contact
- Internal comment with the details
- Two other Bluepeak cases are open. Want me to link them?
Just got off with Dana Lee at Harbor Logistics. She wants pricing for 25 seats and a security review. Follow up Tuesday.
Done. Here's what I did:
- Logged the call on Harbor Logistics, New Business
- Moved the deal to Proposal (70%, Best Case)
- Added a security-review next step
- Created a follow-up task for Tue, Nov 3
Open a case by talking
Account, contact, priority, type and details filled in from one sentence.
Comments, two kinds
Internal notes or customer-visible replies, with every status change kept.
Aging and targets
First response and resolution measured against targets per priority.
The whole customer
Cases, deals and activity on the same account, for sales and support alike.
Your real workflow
Every status change rebuilt into how cases actually move, including the ones that went backwards.
Accounts at risk
The most urgent open cases, the oldest work and repeat issues, ranked.
Support that isn't a separate product.
Case numbers, priorities, origins, types and reasons, with comments and full history on every account and contact.
Clone chat is a channel of its own, so you can see how many problems your Clones catch first.
Are we keeping up? Where do cases wait?
Are we keeping up?
- Backlog by priority
- Cases in vs out
- Aging matrix
- Service-target gauges
To-do list: At-risk and probably-stale cases
Where do cases wait?
- Your real workflow as a Sankey
- Time in each status
- Feature-request funnel
- Close-time spread
To-do list: Cases waiting longest
What is breaking, and for whom?
- Type → reason sunburst
- Areas getting worse
- Bug trend
- Channel mix, clone chat included
To-do list: Accounts at risk
Screens and examples use a fictional demo company with generated data.
Support: questions, answered.
Can customers open cases through a Clone?
Your Clone can open a case the moment someone tells it about a problem, in chat or by voice, with the account, contact, priority and details filled in. Clone chat shows up as its own channel in the support dashboards.
Are comments internal or visible to the customer?
Both. Each comment is marked internal or customer-visible, and every status change is kept with who and when.
Can I set service targets?
The Health & Backlog dashboard measures first response and resolution against targets per priority. Defaults are included and you can adjust them.
Does support live in a separate product?
No. Cases and comments are part of Clone CRM, on the same accounts and contacts your sales team works, so everyone sees the whole customer.
Never lose track of a customer again.
See your Clone open, link and chase cases in Clone CRM.