Gain deep customer insights with a 360-degree view of interactions.
RoundInfinity's Customer 360 module consolidates customer data from all channels and touchpoints—support tickets, chat, email, calls, purchases, service history, appointments, documents, and more—into a single, contextual view. Agents and teams get instant visibility into each customer's journey, preferences, issues, and responses, enabling more personalized and proactive service.
With AI-powered insights, timeline tracking, and real-time updates, Customer 360 empowers sales, support, and service teams to deliver faster resolutions, build trust, and drive stronger relationships across the lifecycle.
How it Works
Unified Customer Profile
Automatically aggregate data from chat, email, tickets, calls, invoices, forms, and workflows into one comprehensive customer profile.
Real-Time Interaction Timeline
See a chronological history of every interaction across all channels—who said what, when, and where.
Integrated with All Modules
View linked tickets, appointments, documents, workflows, orders, and assets in one place.
Contextual Action Shortcuts
Take quick actions like sending messages, assigning tickets, generating documents, or scheduling appointments directly from the profile.
AI-Powered Insights
Get auto-generated customer summaries, behavioral insights, sentiment trends, and issue prediction.
Tags, Segments & Labels
Categorize customers using smart tags, segments, or engagement labels for better targeting and service.
Linked Accounts & Hierarchies
Visualize related contacts, accounts, or departments in complex B2B or enterprise structures.
Privacy & Access Controls
Ensure customer data is securely accessed and only shown to authorized roles with complete audit trails.
Search & Filters
Quickly find customers by name, email, phone, tags, status, or recent activity across thousands of profiles.
Connected Experience
Customer 360 integrates seamlessly with CRM, marketing automation, field service, finance, and support workflows for truly connected engagement.