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Customer 360°

Certified

Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

    Description
    Product description

    Customer 360° for Creatio allows creating a single database of all accounts and contacts you work with and build a 360-degree view of your customers.

    Use cases:

    • Focus on your customer. Quickly analyze the customer's portrait to determine his profit and pinpoint the next steps for his growth.
    • Keep your database updated and unique in a couple of clicks.

    Key features:

    • Organize your contacts and accounts database to build successful communication and strong relationships with your customers.
    • Manage the completeness of information on your customers, their contacts, communication options, adresses and job experience.
    • Segment customers by using dynamic segments, which are filled automatically based on the set parameters.
    • Build relationships with customers based on a timeline history of their communication patterns.
    • Identify and eliminate duplicate records in order to manage your customer database more efficiently.
    • Customize dashboards to keep an eye on the key performance indicators.
    • Simplify the way you hold and share your data across the different resources with flexible data import and export tools.
    • Manage the access levels to the customer profile based on adjustable access permission tools.
    Languages
    Price
    Customer 360°
    Free

    Terms & Conditions

    Support is available for this application.
    Support conditions

    Support is provided by the developer within the "Basic", "Business" and "Premium" packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    Support contacts
    Email
    support@creatio.com
    Product compatibility
    Product
    All products on Creatio platform
    Version
    8.0.6 and up
    DBMS
    Any supported DBMS
    Platform
    .NET Framework
    .NET 6 (started from 8.0.9)
    .NET Core (deprecated from 8.0.9)
    Deployment options
    Cloud
    On-site
    Account data sharing

    By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.

    The App Developer will process your data under their privacy policy.

    Guides and manuals
    What's new?
    Version 1.5.2
    • Some minor improvements and bug fixes
    Version 1.4.12
    • Changed an object in the Tag component to a base object
    Version 1.4.4
    • Changed objects in folder tree.
    • Some minor improvements.
    Version 1.2.49
    • Mini pages. The app now uses a mini page to add contact or account records.
    • Communication options. Contact and account pages now display communication options.
    Version 1.1.2
    • Mini pages. The app now uses a mini page to add contact or account records.
    • Communication options. Contact and account pages now display communication options.
    Developed by
    Support
    Cost
    Category
    Compatibility