Customer Management
One central view of every customer.
Stop piecing a customer’s story together from different apps. Customer 360 brings it all into a single profile.
The whole relationship, before you pick up the phone
At the top of each profile: lifetime revenue, what is outstanding, deals, the last interaction and the next activity.
- Add a note or log a call
- Create a task or a new deal
- Send a message or schedule an appointment
Main functionality
A profile with a place for everything
| Tab | What you find there |
|---|---|
| Overview | A summary, recent activity, the people at this company and key figures at a glance |
| Timeline | Everything that has happened with this customer, newest first |
| Conversations | Email and social conversations linked from the inbox |
| Sales | Open, won and lost deals |
| Finance | Quotes, invoices, receipts, credit notes and payment history, plus orders and payments from a connected store |
| Appointments & tasks | Booked meetings and what is still to do |
| Marketing | Form submissions and campaign activity |
| Notes & files | Team notes, logged calls and attached files |
Find anyone quickly
Search people and companies by name, email or phone, and filter by stage or owner. Each row shows their open deals and when you last spoke.
- People and companies
- Relationship stage, worked out from their deals
- A named owner for each customer
Integrations
Relevant integrations
Connected applications add their records to each customer’s profile.
FAQ
Frequently asked questions
Does GrowthBase360 merge duplicate contacts automatically?
No. It points out possible duplicates so that you can compare them, then link or remove records yourself. Nothing is merged automatically.
How are invoices and orders matched to a customer?
Records from connected applications are matched when the email address belongs to exactly one contact. Anything else can be linked by hand.
Can I add people and companies?
Yes. Each person can belong to a company, and a company’s profile brings together all of its people and activity.
Know your customers properly.
Bring everything about each customer into one profile.