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CRM Software with Case Management (2026)

Last updated: April 2026

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28 software options

Zendesk Suite logo

AI powered customer service across all channels

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Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

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LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

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LiveAgent is a web-based help desk solution with a built-in CRM functionality and AI features. It manages support tickets from channels like email, VoIP, live chat, and social media. Its CRM platform supports task automation, data organization, and integration with 200+ tools.

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Clio logo

Cloud-based legal practice management tool for law firms.

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Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

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NetSuite logo

AI-powered cloud-based business management suite

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NetSuite’s CRM software is the only cloud solution that delivers a real-time 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead to opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

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Salesforce Service Cloud logo

AI powered customer service management platform

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Agentforce Service is a customer service platform offering seamless support across channels like contact centers, field service, HR, and IT. It integrates human agents with AI on a unified platform to personalize interactions. Features include omni-channel engagement, case management, knowledge bases, and analytics tools, enabling organizations to enhance team performance and customer satisfaction.

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PracticePanther Legal Software logo

Cloud-based law practice management platform for law firms.

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PracticePanther is the highest-rated, easiest-to-use, all-in-one law practice management software on the market. Trusted by tens of thousands of solo, small, and mid-sized law firms across 170+ countries, to automate and streamline firm operations on any device, anywhere.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 CRM has everything you need to acquire leads, turn them into deals, receive payments, manage inventory, e-sign documents, run marketing campaigns, increase customer engagement, grow customer retention, and track sales metrics. Try our free plan with unlimited users today!

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Front logo

AI-enabled customer service platform for collaboration

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Front is a customer operations platform that enables support, sales, and account management teams to deliver exceptional service at scale. Front streamlines customer communication by combining the efficiency of a help desk and the familiarity of email.

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Quickbase logo

Dynamic work management and project platform

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Improve your team's accountability and productivity with a flexible CRM that matches your complex sales process exactly. Track tasks, leads, and opportunities in real time. Built-in mobile forms and workflows keep everything moving and automated reporting keeps your stakeholders in the know.

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Caspio logo

Build online database applications without coding.

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Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

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vcita logo

Appointment scheduling and reminder solution

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Store, manage and label your leads, contacts and clients in one centralized online hub.

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Issuetrak logo

Issue tracking and workflow automation platform

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Issuetrak is an issue tracking and workflow management software designed for service-driven industries including manufacturing, healthcare, and finance. The platform features omnichannel ticket submission, automated issue assignment, customizable task flows, and a comprehensive knowledge base for information management. Organizations can deploy Issuetrak either on-premises or via cloud hosting to streamline customer support operations and complaint management processes.

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InfoFlo logo

HIPAA compaliant case management software

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Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

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Law Ruler Software logo

Legal Practice Management & Intake Software - Powered by AI

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Law Ruler is the case management software platform for growing firms. The one complete legal software that offers matter management, time/billing, expense mgmt, online forms, settlement tracking, 1-click text e-sign, and automates follow-up emails & text messages

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CivicPlus SeeClickFix 311 CRM logo

311 request and work management application

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SeeClickFix 311 CRM enables efficient resident-government communication, streamlining request management and enhancing engagement with reporting tools.

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Efficy CRM logo

Pay-less for more. Europe's most flexible CRM

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Known as Europe’s most flexible CRM, Efficy offers a completly customisable Customer Relationship Management solution. With us, you'll centralize your customer data, empower your employees, and grow your business.

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VobeSoft logo

No-code Business Software

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VobeSoft is a business software solution that configures a cloud database into business solutions without coding. Companies can use a pre-defined template or build custom enterprise applications.

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LegalSurf logo

Legal document management software

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LegalSurf is a legal document management software that helps law firms and legal departments digitize operations. It centralizes case management, streamlines collaboration and communication within the team, and automates various legal tasks. LegalSurf integrates with tools like Google Calendar and WhatsApp and provides detailed reports and metrics to help monitor team performance.

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SimpleWorks logo

Cloud-based all-in-one marketing platform

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SimpleCRM is an AI-enabled CRM solution for midsize to large businesses in the Asia Pacific region. The solution supports a portfolio of products that cater to various business requirements such as accounting, CRM, marketing, and more.

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SuiteCRM logo

Empower Your Customer Connections with SuiteCRM

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SuiteCRM is an open-source CRM platform, providing a 360-degree view of customers and facilitating enriched business-client interactions. It incorporates sales automation, marketing campaigns, real-time reporting, and customer service tools to streamline business growth and customer engagement practices.

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SurePoint logo

Modern legal management system for mid-sized law firms

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SurePoint® empowers law firms to maximize financial performance and profitability with streamlined workflows and market-leading accounting capabilities.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Stames logo

Cloud-based customer service & team communication S

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Stames connects teams to customers and helps businesses monitor, track, integrate & respond to the needs of their customers effectively & effortlessly.

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QAlert logo

Citizen request management solution for local & county gov

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QAlert is a a web-based citizen request management software solution suite used by local and county governments and 311 call centers to track, log, and manage the life-cycle of non-emergency requests, concerns, and complaints.

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Vertec logo

Highly customizable PSA software for service providers

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Vertec is a highly customizable modular PSA software solution. It helps service companies to plan resources, manage contacts, create invoices & track time and expenses. Users can manage customer relationships, offers, invoicing & projects. It can be deployed on premises or in the cloud.

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