Customer 360
Creatio AI
Create a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Overview
Product overview
Product description
Customer 360 allows creating a single database of all accounts and contacts you work with and build a 360-degree view of your customers.
Use cases:
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Focus on your customer. Quickly analyze the customer's portrait to determine his profit and pinpoint the next steps for his growth.
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Keep your database updated and unique in a couple of clicks.
Key Features
Simplify the workflow
Simplify the way you hold and share your data across the different resources with flexible data import and export tools.
Organize your contacts and accounts database
Organize your contacts and accounts database to build successful communication and strong relationships with your customers.
Manage the access levels
Manage the access levels to the customer profile based on adjustable access permission tools.
Enrich account data with AI power
Enrich account data with AI power
Access to the Customers data via mobile
Access to the Customers data via mobile even your offline
Build relationships with customers
Build relationships with customers based on a timeline history of their communication patterns.
Segment customers
Segment customers by using dynamic folders, which are filled automatically based on the set parameters.
Pricing
Monthly
Annual
Customer 360°
Free
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Pricing FAQ
How does pricing work?
What currencies are accepted for payment?
Do the listed prices include taxes or discounts?
Does the listed price include the cost of the Creatio Platform plan?
Support
Support is available for this application
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.
Installation
Resources
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.
Versions
Versions history
Version
Compatibility
Release date
1.11.5
8.2.3 and up
1.9.8
8.2.1 and up
1.9.5
8.2.1 and up
Release summary
- The Next Best Offers (NBO) widget is now available on Account and Contact pages, powered by an ML model to display personalized recommendations sorted by value with filter options for tailored results.
- Creatio AI now enriches account data with internet-sourced information, retrieving and updating company details like email, phone, website, and address after verifying the Bing Search API key.
- Some minor improvements and bug fixes.
1.8.24
8.2.0 and up
1.7.2
8.1.5 and up
1.5.2
8.1.3 and up
1.4.12
8.1.2 and up
1.4.4
8.1.1 and up
1.2.49
8.0.10 and up
Release summary
- 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.
1.1.2
8.0.9 and up
Release summary
- 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.
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.