Connect
Know every customer before you pick up the phone.
Keep contacts and the companies they belong to in one place, and open a Customer 360° view that brings together their leads, deals, quotes, orders, conversations and activity.
- Contacts and accounts
- Customer 360° view
- Import and export
What you can do with Contacts, Accounts & Customer 360°.
One record for every customer, with a full 360° history.
Contacts
Every person you deal with, with their account, owner, status and full history.
Accounts
Companies with their industry, location, type and owner, and all the contacts and deals linked to them.
Customer 360°
One screen with the customer's leads, opportunities, quotations, orders, conversations and activity.
Custom fields
Add text, number, date and dropdown fields, and arrange the record layout to suit your business.
Validation rules
Stop records being saved with missing or wrong information.
Import, export & recycle bin
Import from CSV or Excel, export to CSV or JSON, and restore deleted records.
One version of the customer, for everyone.
Sales, marketing and support all work from the same record, so customers never have to repeat themselves.
- Accounts and contacts linked together
- Every quote, order and conversation on one screen
- Tags and labels to group customers your way
- Master data for your own picklists
Contacts, Accounts & Customer 360°, step by step.
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1
Bring your data
Import contacts and accounts from spreadsheets.
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2
Shape the record
Add the custom fields your team needs.
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3
Work from one view
Open Customer 360° before every call or meeting.
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4
Keep it clean
Validation and duplicate checks keep data accurate.
Contacts, Accounts & Customer 360° questions, answered.
What is Customer 360°?
It is a single view of a customer that brings together their leads, deals, quotes, orders, conversations and activity.
Can we add our own fields?
Yes. Add custom fields and change the layout of each record, with validation rules to keep data accurate.
Can deleted records be restored?
Yes. Deleted records go to a recycle bin, and you choose how long they stay there.
Explore other Connect modules.
Every module works on the same customer record, so sales, marketing and service see the whole story.
See Contacts, Accounts & Customer 360° in action.
Book a free Connect demo and we will walk you through contacts, accounts & customer 360° using scenarios from your business.