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Zoho CRM

Cases Module

The Cases Module in Zoho CRM is used to track customer support issues, complaints, or service requests. Each Case record captures the problem description, status, priority, and resolution, and is linked to the customer's Contact or Account.

The Cases Module in Zoho CRM is used to track customer support issues, complaints, or service requests. Each Case record captures the problem description, status, priority, and resolution, and is linked to the customer’s Contact or Account.

What is the Cases Module in Zoho CRM?

The Cases Module gives sales and support teams a shared view of customer problems. A Case is created when a customer reports an issue – via email, phone, or web form. It is linked to the Contact and Account, so the support rep can see the full relationship history alongside the issue.

Each Case has a Subject, Description, Status (New, On Hold, Escalated, Closed), Priority (Low, Medium, High, Critical), and a linked Solution if the issue has a known fix documented in the Solutions Module.

Cases vs Zoho Desk

The Cases Module in Zoho CRM is a basic ticketing layer. For teams that handle high volumes of support tickets, Zoho Desk is the dedicated helpdesk product with SLA enforcement, customer portals, and advanced routing. Zoho CRM and Zoho Desk integrate natively, so Cases in CRM can sync with Tickets in Desk.

Industry Example

Manufacturing: A machine tool manufacturer’s sales rep gets a call from a customer reporting a vibration fault on a CNC lathe. The rep raises a Case in Zoho CRM, sets Priority to High, and links it to the Account. The service engineer is notified by a Workflow Rule. The resolution is documented and linked to a Solution record for future reference.

Frequently Asked Questions

What is the Cases Module in Zoho CRM?

The Cases Module in Zoho CRM is used to track customer support issues, complaints, or service requests. Each Case record captures the problem description, status, priority, and resolution, and is linked to the customer’s Contact or Account.

What is the difference between Cases in Zoho CRM and Tickets in Zoho Desk?

Cases in Zoho CRM are a lightweight support tracking layer suitable for low-volume issue management. Zoho Desk is a full helpdesk with SLA enforcement, customer portal, and advanced routing. Both sync natively when integrated.

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