Customer 360 CRM
Know the person behind every conversation.
Bring customer profiles, avatars, purchase records, notes and custom fields into one company CRM. Use customer context and AI next-action suggestions to make sales handovers and service follow-ups more informed.
What you can do
A shared customer identity with editable names, contact details and avatars.
Purchase history, team notes and business-specific custom fields.
Connected customer context for Leads, WhatsApp and membership tools.
How it fits your workflow
- 1
Create or link a customer profile from an approved source.
- 2
Add accurate notes, purchases and useful business-specific fields.
- 3
Use the shared context when serving, following up or booking the customer.
Customer records stay inside the authorised company workspace. Public feature pages do not expose CRM profiles or personal information.
Works with these tools
Customer Leads
Organise incoming enquiries in a sales pipeline with ownership, stages, expected opportunity values and follow-up dates. Connect approved lead sources so your team can track enquiries without rebuilding customer details.
Explore this toolMembership & Customer Portal
Build a one-page brand website with customer membership, personal records, bookings and loyalty benefits. Use industry templates, your own media and approved brand context to present services and products professionally.
Explore this toolSmart Invoice
Create branded invoices with consistent numbering, customer details, line items and payment instructions. Keep invoice status distinct from opportunity value and use supported verified purchase connections for CRM and loyalty.
Explore this tool