Customer 360 Overview

All customer data in one place.



One-Stop-Shop for all customer insights

Complete Picture

CRM Data, Tickets, Revenue, E- mails, Chats, Notes and Tasks. All synced and found in one place

Efficiency

No need to log into different tools to access customer data. Everything is synced and updated in real time

Context

Health score, usage data in the same view as the latest invoice or revenue data or forecast

EVERYTHING YOU NEED IN ONE PLACE

Make it easy for yourself

Access all the customer data in one place. Dive into the conversations, notes, check out license data, activity data, or anything else related to that customer.

other highlights from this module..
user tracking
Segmentation
Follow companies
Upsell / Cross-sell
Group Structures
Contacts
See the full picture today

Drop your email and let us show you how it works