Customer 360
See the customer story without searching five different places.
Bring sales, orders, payments, notes and service history together so your team can understand the customer before the next conversation.
- WhatsApp enquiry
- Quotation QT-1042
- Sales Order SO-1042
- Invoice INV-883
- Outstanding payment
- Service request
- Salesperson note
Kamath Traders
- 12 OctEnquiry received
- 13 OctQuotation ₹2.4L
- 16 OctFollow-up
- 20 OctOrder confirmed
- 23 OctInvoice raised
- Outstanding
- ₹80,000
- Service request
- Open
- Next action
- Call 24 Oct
How many places do you check before calling a customer?
- Excel
- CRM
- Accounting
- Service notes
The problem is not having different kinds of information.The problem is when nobody can see the relevant customer history together.
Different processes. Same customer.
- Customer
- Kamath Traders
- Owner
- Amit
- Last contact
- Yesterday
- Next action
- Call 24 Oct
- Open quotation
- ₹2.4L
- Outstanding
- ₹80,000
- Service
- 1 open request
- Enquiries
- 3 this year
- Quotations
- QT-1042 · ₹2.4L open
- Follow-ups
- Call due 24 Oct
- Orders
- SO-1042 · ₹2.1L
- Confirmed
- 20 Oct
- Delivery
- Dispatched 22 Oct
Delivery and fulfilment status appear where those systems are connected.
- Invoices
- INV-883 · ₹2.1L
- Outstanding
- ₹80,000
- Payment status
- Part paid
Invoice and payment status appear where the accounting system is connected.
- Open requests
- 1
- Issue
- Pressure drop on AX-40
- Last note
- Engineer visit scheduled 25 Oct
See what happened before the next conversation.
- What did they ask for?
- What did we quote?
- What did they buy?
- What is still open?
- What should happen next?
Sales context should not stop at the quotation.
- Quotation
- ₹2.4L
- Order
- ₹2.1L
- Invoice
- ₹2.1L
- Outstanding
- ₹80K
- Service request
- Open
A salesperson does not need to become the accountant or service agent.They may still need enough context to avoid an uninformed customer conversation.
Keep important notes with the customer.
- Prefers delivery on Friday
- Ask about annual requirement
- Distributor discussion pending
- Quality issue resolved 15 Oct
Operational notes about the business relationship, written where the next person will find them.
One customer can have several contacts.
Kamath Traders
- Mehul ShahPurchase
- Rina PatelAccounts
- Sanjay MehtaOperations
Company-level history, with contact-level detail underneath it.
A complete customer view depends on the systems connected.
The information available in Customer 360 depends on which sales, order, accounting, service and communication systems are connected.
- Some information may live natively in one business system.
- Other information may require APIs, integrations or custom connections.
We can look at what you already run and tell you which parts of this view are realistic to connect.
What fills the customer view.
How many places does your team check before talking to a customer?
Show us where customer information lives today. We’ll help identify what should be connected and what your team actually needs to see.