Customer 360

The whole story of a customer, on one screen

Every purchase, message, ticket, task and visit - merged into a single timeline, so you stop stitching the story together from four different tools.

A unified customer timeline

Not just events, and not just notes - everything that happened, in the order it happened.

  • Events, activities and tasks merged chronologically on one profile
  • See loyalty activity, support contact and sales history side by side
  • Identity, events and attributes on their own tabs when you need detail
  • Open a profile from anywhere a customer is mentioned

Segments that keep themselves current

Define the rule once; the membership updates as your data changes.

  • Build segments from conditions on your data, including custom fields
  • Target campaigns and SMS at a segment instead of a static list
  • Reuse the same segment across marketing and automation
  • Start from ready-made segment templates and adjust the rules

One customer, one profile

The same person signing up twice shouldn't become two customers.

  • Find duplicate profiles and compare them side by side before merging
  • Merge keeps the history from both records
  • A workspace-wide event explorer with type and date filters
  • Expand any event to see exactly what was recorded

Frequently asked questions

What counts as an event on the timeline?

Activity captured across the platform - sales, support, loyalty, forms and automation - plus the activities and tasks your team logs manually.

Do segments update automatically?

Yes. A segment is a set of conditions, so a customer joins or leaves as their data changes. You don't maintain a list by hand.

Where to go next

The modules teams usually reach for alongside this one, and the industries that lean on it hardest.

This capability, in your industry

Ready to grow with every customer?

Build your workspace and start the same day. Setup takes less than ten minutes.

One subscription · Every module included · No feature gates

Customer 360 & Customer Data Platform · Cliento Pro