One view of the customer, and control over who sees it.
Customer 360 pulls contacts, opportunities, activity and financials into a single account view — governed by granular, scoped permissions.
- Customer 360 with a unified cross-channel timeline
- Search every record type at once — leads, contacts, accounts and opportunities
- Saved views shared privately, with a team, or organization-wide
- Bulk assignment and status changes
- Roles with own / team / organization scoping
- Full audit trail and strict tenant isolation
Customer 360
One account view assembling contacts, leads, opportunities, financial position and a unified activity timeline across every channel.
Cross-entity search
Find anything across every record type at once, with results filtered to what each user is permitted to see.
Saved views
Save the filtered list you work from and share it privately, with your team, or across the organization.
Bulk actions
Reassign or change status across many records at once, protected against accidental double-application.
Roles and permissions
Granular permissions scoped to own, team or organization, enforced on every screen and endpoint.
Audit and isolation
Who did what, when and from where — including permission changes and exports. Every record is scoped to your organization.
Bring your entire sales process into one workspace.
Capture leads, stay on top of follow-ups, manage conversations, move opportunities forward and keep payments connected to the deal.
Currently onboarding new teams — we’ll get you set up personally.