Customer 360
Every contact, company and conversation in one profile — email, calls, bookings and deals on a single timeline. Free on every plan.
The problem it solves
The story of one customer is scattered across your inbox, your phone log and your memory, so every conversation starts from zero.
What it needs from you
Nothing. It is available on every plan and works as soon as you open it.
Where to find it
Customer 360, at /app/crm once you are signed in.
How to use it
- 1
Open the CRM and add a contact, or let one appear on its own from an email or a call.
- 2
Attach the contact to a company so you can see everyone you deal with there.
- 3
Open the contact to read the timeline — emails, calls, bookings and deals in the order they happened.
- 4
Connect your mailbox if you want past and future email to appear on that timeline automatically.
- 5
Use it as your pre-call brief: read the last three entries before you dial.
Try it yourself
Create an account to open Customer 360, or check which plan it falls under first.