Customer 360

Customer data hides in many systems, forcing you to manually piece together the full picture. This template gathers orders, invoices, returns, web activity, support history and more into one complete work surface. Use the template to get started right away, and tweak it any way you want.

Yes, I want this!

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All-in-one View

All customer data. Real-time. One page.

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Instant Response

Drill down, respond, update and trigger tasks from the dashboard.

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Fully Customizable

Modify the dashboard to fit your needs.

Search & profile

Instantly search for customer or orders, or open up a full customer profile with information like contact details, order history and tickets.

Customer 360 feature_Search and profile_1

Interactive map

See customer addresses, nearby stores and real-time delivery locations, making it easy to suggest pick-up points or locate shipments

Intuitive tables & charts

Sortable tables show order headers and editable line details, while bar and line charts visualize statuses and trends

Customer 360 feature_Tables and charts_1

A panorama view of your customers

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