Unlock Exceptional Customer Experiences with 360 View CRM
Gain a full view of every interaction to anticipate needs, exceed expectations, and build lasting relationships. Delivering exceptional customer experiences starts with truly knowing your customers. With 360 View's CRM, you get an all-encompassing view of every interaction, service, and product—empowering your team to build deeper relationships.
Key Features to Strengthen Customer Connections
360-degree view
Instantly see a complete view of all customer accounts and relationships with seamless core and other systems integrations, as well as track all touchpoints, and preferences. Having a full, unified view of each customer’s relationship allows your team to anticipate needs, make informed decisions, and offer personalized service. This comprehensive insight helps ensure that no detail is overlooked, enabling more proactive and tailored interactions.
Custom dashboards
Personalize insights that matter most to your team. With customizable dashboards, you can highlight key metrics and data points that are relevant to your team, providing quick access to actionable insights. This flexibility enhances decision-making, allowing each department to focus on what matters most to drive retention and growth.
Touchpoint tracking
Capture every interaction across channels for seamless follow-up. By capturing every customer touchpoint—whether through email, chat, or phone—your team can maintain continuity and context in conversations. This ensures that no matter how customers reach out, they receive consistent and relevant communication that strengthens trust and satisfaction.
Automated processes
Automate processes to improve product and service cross-sells. Create tasks and follow-up notifications for your team so that opportunities are not missed. Automating these processes ensures that your team is focused on the right activities and customers remain engaged at the right moments, with timely responses and personalized service.
Transform Insights into Action with a Scalable CRM Designed for Your Business Growth
Not only have we been able to streamline out process and make them more efficient through 360 View, its reporting capabilities and tracking are absolutely priceless! Bestinvestment we've ever made!
Transform Insights into Action with a Scalable CRM Designed for Your Business Growth
Turn insights into action, deliver personalized service, and build loyalty like never before with a CRM built to scale with your business. Speak to our team about your most pressing customer relationship goals, and we’ll walk you through a tailored demo of 360 View.
