Know Everything About Your Customer,
Instantly:
The 360° View
Centralize your complete relationship history. A single source of truth for Sales, Marketing, Customer Service, and Billing.
Information Scattered
Information is scattered everywhere? Meeting notes are in your emails, invoices in an accounting system, and support tickets elsewhere?
The Unified Customer Record
The 360° View. No matter who speaks to the customer, they have all the context to respond accurately and quickly.
Detailed Features
Activity Timeline
A chronological view that brings everything together:
- Meeting notes and interaction records.
- Action history.
- Quotes and Invoices sent.
Multi-Object Vision
From an account record (Company), navigate seamlessly to:
- Associated contacts (Who is the decision maker?)
- Ongoing opportunities (What can we sell them?)
- Quotes and invoices (Are they up to date?)
- Complaints (Are they satisfied?)
Financial Data
Through our APIs and integrations (e.g., Chorus Pro, Sirene), display legal data (SIRET, VAT) and financial information directly on the record.
- No more billing errors.
- Data always up to date.
Geolocation
Visualize your customers' addresses on Google Maps directly from the record.
- Route optimization.
- Cartographic view of accounts.
Why It’s Critical for Customer Retention
Customers don’t like to repeat themselves. If your support team knows the customer just signed a big contract yesterday, they’ll handle their request differently. The 360° View is your number one weapon for customer experience.
Centralize Your Data Today.
No more scattered information. Give your Marketing, Sales, and Customer Service teams a single, shared source of truth.
