📂 Cases

One case workspace for customer, vendor, partner, and internal work that needs accountable

Vitelligence Cases gives teams a flexible case-management system that is not limited to IT tickets. A case can attach to an account, customer, vendor, partner, asset, project, contract, order, or any other business relationship, so the work stays connected to the record it affects.

Replaces Zendesk, Freshdesk, Intercom, Salesforce Service Cloud, ServiceNow CSM, Jira Service Management

Workflows connected by Vitelligence Cases

Sales
Delivery
Support
Reporting
Operations
Leadership

Standalone pricing

Buy Cases by itself, or add it to a Vitelligence suite.

Resolve customer, vendor, partner, and internal cases with CRM and cross-app context built in.

Best for

Support, customer operations, vendor management, and service teams

Essentials

From $19

per agent/month

A focused Cases setup for small teams that need the basics without buying the full platform.

  • Core records and views
  • Basic permissions
  • Imports and exports

Professional

Contact for range

monthly

A serious business tier for teams running Cases as an operating workflow.

  • Automation and workflow rules
  • Advanced reporting
  • Cross-app collaboration

AI/Advanced

Custom range

monthly

Advanced AI, automation, governance, reporting, and cross-app workflows for Cases.

  • AI summaries and recommendations
  • Higher automation allowance
  • Cross-app intelligence

Everything you need in Cases

Cases for Any Business Relationship

Use the same resolution workspace for customer issues, vendor disputes, partner requests, onboarding blockers, warranty claims, billing issues, compliance items, and internal escalations.

  • Tenant-configurable case types and workflows
  • Account, customer, vendor, partner, project, contract, order, and asset relationships
  • Priority, impact, urgency, queue, assignment, and ownership fields
  • Flexible tags, categories, and source tracking
  • Related-case links for parent, duplicate, blocker, and follow-up work
  • Case numbers that support type-specific prefixes
Cases for Any Business Relationship

Configurable Case Types

Define the kinds of cases your organization works and give each type its own prefix, default priority, form schema, workflow settings, and SLA policies.

  • Customer issue, vendor issue, warranty claim, onboarding blocker, compliance case, product defect, billing issue, and more
  • No hardcoded incident/problem/change/request constraint
  • Case-type administration built into the product foundation
Configurable Case Types

Relationship-First Case Management

Attach cases to the business object that matters instead of burying context in a description field.

  • Accounts, customers, vendors, partners, projects, contracts, assets, orders, and custom records
  • Source-app tracking for cross-app handoffs
  • Related-case graph for duplicates, blockers, parent cases, and follow-ups
Relationship-First Case Management

Operational Discipline Without ServiceNow Weight

Borrow the parts of enterprise service management that matter: accountable queues, SLAs, escalations, auditability, and reporting. Leave behind unnecessary IT-only process when the work is customer, vendor, or partner driven.

  • SLA breach tracking
  • Assignment and escalation actions
  • Resolution and reopen flows
  • Foundation for approvals, comments, attachments, and knowledge links
Operational Discipline Without ServiceNow Weight

Cases — Frequently Asked Questions

Ready to transform your cases?

Start with one cases workflow and prove the value before expanding.

Vitelligence — Run Your Whole Business on One AI-Native Platform