Customer 360 combines CRM details, timeline activity, inbox context, money history, tasks, and plugin activity for one customer.

What this feature is for

• Customer 360 combines CRM details, timeline activity, inbox context, money history, tasks, and plugin activity for one customer.

When to use it

• You need the full picture before replying, invoicing, booking, or following up.
• Your team wants one shared customer history.

Do it manually

1. Open Customers.
2. Select a person, company, or opportunity.
3. Review the header for core details and related records.
4. Scan timeline filters for notes, tasks, email, web, engagement, plugin, and CRM activity.
5. Use side panels for money, plugin data, inbox, and tasks before deciding next steps.

Ask Faster AI

Summarize this customer record for me. Include recent activity, open tasks, money status, plugin activity, and the safest next action.

Review before saving or publishing

• Check that the right person, company, and opportunity are linked.
• Review recent timeline activity before assigning tasks or sending follow-up.
• Keep notes factual and customer-safe because teammates may rely on them later.

Common mistakes and fixes

• If a record looks incomplete, check related company, inbox, website activity, and plugin panels.
• If duplicate records appear, review candidates before merging.
• If a task is missed, confirm owner, due date, and reminder workflow.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of understand customer 360.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Filter the customer timeline
• Review customer money history