The Customer 360 workspace
One tabbed page per customer with everything: timeline, tasks, deals, communications, engagement, and finances.
Open any contact and you land in the Customer 360 workspace - a tabbed page that merges the whole relationship: a chronological timeline, activities, tasks, reminders, deals, notes, communications, automation runs, AI activity, engagement, and a financial summary.
The timeline is the fastest way to answer “what's happening with this customer?”: it merges activities, tasks, deals, communications, and workflow executions, newest first.
Act without leaving the page
The create menu on the profile opens in-place drawers for a new task, reminder, follow-up, activity, note, or deal - pre-bound to the customer, so nothing needs re-selecting.
Engagement and money at a glance
If you run membership programs, the Engagement tab shows the customer's score, tier, activity, and score history per program. The Financial tab summarizes outstanding and overdue amounts, invoices, payments, and active payment links.