The Four Unified Views
See the complete relationship
Every person who interacts with customers sees complete relationship context where they already work.
We have three different systems tracking customer interactions, and none of them talk to each other.
By the time a customer reaches out frustrated, we've already missed five warning signs.
Our best people spend half their day hunting for context instead of solving problems.
Marketing can see email clicks. Sales can see call notes. Service can see tickets. But nobody sees the whole picture.
"Created shared spreadsheet for logging interactions"
→ Nobody maintains it consistently
"Integrated CRM with support system"
→ Integration breaks regularly, costs thousands to maintain
"Assigned account coordinators to maintain visibility"
→ Created coordination bottleneck, doesn't scale
The problem isn't effort or intent. It's approach.
Every person sees complete relationship context in the system where they already work—not a separate dashboard, but immediate visibility into everything that matters.
Sales sees
Recent support tickets and feature requests
Service sees
Sales conversations and promised deliverables
Marketing sees
Content engagement and questions asked
Leadership sees
Customer health patterns without custom reports
Anyone can
Pick up a conversation and maintain continuity
With Unified Customer View
Sarah opens contact record and immediately sees:
Decision (60 seconds):
Not ready for expansion—address support pattern first.
Without It
Sarah has to:
Likely Outcome:
Wrong conversation at wrong time.
Core customer data lives in one place.
Teams actively use unified data for better decisions.
The system enables and improves itself. AI learns from complete history.
Individual relationship record tracking lifecycle stage and engagement
Organizational relationship with account health
Meaningful interactions for pattern recognition
Commercial relationship tracker
Support relationship tracker
Create a unified relationship story
Can sales see recent support tickets without leaving their CRM?
Can support see sales commitments when a ticket comes in?
Can anyone see complete customer interaction history?
What happens when sales hands off to implementation?
If any answer is "no", you have a visibility gap.
Unified Customer View transforms how your organization serves customers—from fragmented guesswork to informed confidence.