Customer 360
Get to know every customer — by any metric that matters
Customer 360 unifies your data into one profile per account. Score health, segment your base, rank top customers by any numeric field, and prioritize who needs attention — revenue is just one of many lenses.
Free forever · No credit card required · Paid plans from $23.99/month
Connect to Apps Built for Business
Northwind Co.
Orders
1,204
Sessions
8.4K
Support
3 open
Order count trend
Get better customer insights to drive your business.
Stop guessing who your best customers are. One profile per account brings every metric together — so your team sees the full relationship and acts on what actually moves retention and revenue.
One profile per customer.
Stitch orders, sessions, support tickets, feedback, and any numeric field from your dataset into a single account view — so everyone sees the same customer, not five partial reports.
Any metric, in context.
Open a customer and inspect the numbers that matter for them — order count, logins, ticket volume, revenue, or a custom field you define — with trend and history on the same screen.
Segment labels that stick.
High value, developing, at risk, dormant — every profile carries a segment tag so your team speaks the same language about where an account stands.
Built from your connected data.
Profiles update from the spreadsheets and datasets you already upload — no separate CRM project required to understand who your customers are.
Today's priority queue
Ranked by health and opportunity
Globex
Usage down 22% · renewal soon
Initech
3 expansion signals · ready for upsell
Umbrella
Support spike · sentiment dipping
Soylent
Adoption up 40% · new teams active
Vandelay
Champion left · low logins
Globex
Usage down 22% · renewal soon
Initech
3 expansion signals · ready for upsell
Umbrella
Support spike · sentiment dipping
Soylent
Adoption up 40% · new teams active
Vandelay
Champion left · low logins
Spot risk early and protect the accounts that matter.
Know which customers are slipping before renewal — and why. AI health scores and a daily priority queue keep your team focused on the accounts where intervention still changes the outcome.
AI health score on every account.
Each customer gets a 0–100 health score computed from real behavior — usage, engagement, support load, and the metrics you track — not a gut feel.
Drivers behind the score.
Signal chips explain why an account is healthy or slipping — usage up, renewal approaching, expansion patterns, open tickets — so you know what to do next.
Catch churn before renewal.
Declining activity, rising support volume, and slipping engagement surface weeks ahead of a renewal conversation — while you can still intervene.
Expansion signals flagged early.
Strong adoption, new teams active, and upsell patterns get tagged so sales and success can act on growth opportunities, not just fire drills.
Customer segmentation
Value, activity, and health bands
48
13% of base
124
34% of base
62
17% of base
128
36% of base
Segment by any numeric field — orders, sessions, revenue, tickets — and see how your customers cluster before you prioritize outreach.
Segment your base to focus where profit is won or lost.
Not every customer deserves the same attention. Split your book by value, activity, and health so coverage, outreach, and retention spend go where they protect margin and unlock growth.
Segment by value and behavior.
Split your base into high value, developing, at risk, and dormant bands — based on the metrics that define health for your business, not a one-size-fits-all revenue cut.
See concentration instantly.
Understand how customers cluster across tiers and regions before you assign coverage or plan outreach — whether your key metric is revenue, orders, or logins.
Portfolio KPIs at a glance.
Customer count, totals, averages, and growing vs declining percentages — headline reads on your base without building a separate report.
Distribution across any dimension.
Chart how customers spread across product lines, regions, or custom fields — so segmentation decisions start from your data, not assumptions.
Top customers
Ranked by the metric you choose
Rank customers by any metric and act on what moves the needle.
Orders, sessions, tickets, revenue — pick the number that defines success today and see your top accounts instantly. Then work a queue ranked by impact, not alphabetically.
Rank by any numeric field.
Pick orders, sessions, revenue, support tickets, or any column in your dataset and instantly see your top customers — the ranking follows the metric you care about today.
Top-customer lists that adapt.
Switch the active metric and the leaderboard updates — same customers, different lens — so product, success, and finance each see what matters to them.
A prioritized queue to start the day.
Intelligence Navigator ranks accounts that need attention — at-risk and expansion-ready customers sorted by impact on the metric you choose.
Reasons on every row.
Each queue item includes the why — usage down, adoption up, tickets spiking — not just a name and a score.
Turn customer data into decisions your whole business can trust.
Portfolio KPIs, distribution charts, and segment summaries give leadership a clear read on customer health — so you invest in retention and expansion where the numbers justify it.
Align sales, success, and leadership on one customer truth.
When everyone shares the same profiles, segments, and priorities, handoffs get faster and fewer accounts fall through the cracks — that is how you grow profitably, not just grow.
Full customer intelligence toolkit
Everything you need to understand customers, reduce churn, and grow profitably
Make sense of your customers — and run a more profitable business
Connect your data, score every account, rank by the metrics that matter, and prioritize the work that protects revenue. Free to start — no credit card required.
- Free forever plan
- Profiles, segmentation & top-customer ranking
- Health scores with a daily priority queue
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Free forever · No credit card required
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