Get a complete view of every customer — unified view using contextual data from every business application, in one screen.
Round Infinity's Customer 360 consolidates all customer information from all your business applications on Round Infinity (custom applications, CRM, billing, support, field service, contact center, etc.) into a single, comprehensive profile accessible to your entire team — agents, managers, and field technicians alike.
View the full interaction timeline across every channel, past purchases, open and resolved tickets, appointments, payment history, preferences, and AI-generated next-best-action recommendations — so every team member has the full context they need to deliver exceptional, personalised service from the very first second of every interaction.
Unified Customer Profile
A single, consolidated view of every customer generated from all your business applications on Round Infinity (custom applications, CRM, billing, support, field service, contact center, etc).
Interaction Timeline
A chronological, filterable timeline of every touchpoint across all channels — calls, messages, emails, purchases, field visits, tickets, and campaigns — all in one scrollable view.
Purchase & Payment History
Complete transaction history with invoice status, payment method, and due dates. Instantly see lifetime value, upcoming renewals, and overdue payments without switching systems.
Support History
All open and resolved tickets linked directly to the customer profile, with SLA status, CSAT scores, and resolution notes — so agents never start a conversation without full context.
AI Insights & Next Best Actions
Real-time AI recommendations for upsell opportunities, churn risk flags, renewal reminders, and suggested next-best-actions — personalised to each customer's behaviour and history.
Relationship Mapping
Visualise connections between contacts, departments, and accounts within the same organisation — so your team always knows who the decision makers and influencers are.
Health Score & Segmentation
Track Customer Health Score, NPS, CSAT, and churn risk at a glance. Automatically segment customers by behaviour, value tier, industry, or custom criteria for targeted outreach.
Custom Attributes
Add any custom data field relevant to your business — contract type, compliance status, product tier, regional manager, or any attribute your team needs to see in every customer view.
Real-time Activity Feed
See live updates as customers open emails, raise tickets, make payments, log into the portal, or interact with your team — with a full audit log for compliance and accountability.