360-degree customer view
360-degree customer view: everything on a single screen
Centralize all your customer and contact information in one profile. Save time, avoid mistakes, and act with context.
No context, no conversion
What is the 360-degree customer view in Clientify?
It’s a feature that lets you view, manage, and analyze all the information about a contact or customer from a single profile.
From emails, calls or tasks to sales processes, signed documents, active campaigns, or assigned tags. Everything on a single screen, updated and synchronized.
Key benefits to align teams and improve results
Why use the 360-degree customer view?
- Centralized information: all the history of each customer lives in one profile.
- Coordinated teams: sales, marketing, and support work with the same view.
- Error-free tracking: identify responsible parties, stages, tasks, and previous interactions.
- More customization: each deal adapts to the customer's real context.
- Better decisions: access key data in real time and from anywhere.
How can you apply it?
Use cases: 360-degree customer view
Education
Total contact tracking: advisors can see interests, courses explored, and tasks for a more personalized experience.
Industry and manufacturing
Contextual sales management: access historical orders, technical documents, and the responsible parties for following up to close more deals.
IT and software
Unified lifecycle: see the entire customer journey, from onboarding to support, renewals, and received campaigns.
Marketing agency
Organized campaigns and tasks: each client has a profile with active campaigns, proposals sent, and centralized performance tracking.
Travel agency
Continuous and personalized attention: the agent accesses the complete history of bookings, interests, and previous communications.
Health, beauty, and wellness
Appointments and treatments always at hand: you can see the entire history of care, previous sessions, and next steps from a single screen.
They are already using Clientify
BOOST YOUR RESULTS WITH 360 customer view
Try ALL features for 14 days free.
14 days free with unlimited access to ALL Clientify and then choose the tools you want to use (and pay for).
Better to decide when you’ve tried it, don’t you think?
CLIENTIFY CONSULTANTS TEAM
Count on a Clientify expert by your side for 4 months. We provide unlimited support to implement your new platform from start to finish.
And then what? Keep counting on all the help from Clientify to digitalize and scale your business.
