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CRM

Customer 360, built from your own data

Profiles, activity history, events and linked accounts in one place, sitting right next to the billing and support context that actually matters.

  • Customer 360
  • Linked accounts
  • Custom statuses

Acme Inc.

Customer since 2023

  • Subscriptions
  • Payments
  • Tickets
  • Events

One profile, the whole story

Subscriptions, payments, tickets, notes and events all sit on the same customer record, so the team sees the full picture at a glance. Add custom fields and statuses, and read the activity log without jumping between tools.

360° view
JCJane CooperCustomer since 2024 VIP
PlanPro
CountryUnited States
ManagerAlex M.
Emailjane@acme.io
PartnerMax
Balance$240.00
LinkedAcme Inc+2 48 events

Linked accounts and relationships

Connect related accounts and map relationships, then classify customers with custom statuses and tags to drive support and revenue work. Build customer widgets from the data and keep notes and tasks on the record where they belong.

Merged
JCJane Cooper3 linked accountsBalance$1,440.00
VIPEnterprisePriority
Linked records
Stripe customercus_J4xT…Matched
PayPal payerjane@acme.ioMatched
Support contactJane C. · #2048Matched
RelationshipsAcme IncMax One record

Everything about a customer

  • One profile, the whole relationship

    Subscriptions, payments, invoices, tickets and history on a single customer record, so anyone can see the full story before they reply.

  • Customer profiles
  • Activity history
  • Events
  • Linked accounts
  • Tags
  • Customer widgets
  • Custom fields
  • Custom statuses
  • Activity log
  • Notes & tasks
  • Profile builder
  • Feedback & tickets

Works hand in hand with

Know your customers in context

Bring billing, support and history onto one record. Start free on the StartUp plan, no card.

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