Account 360 CRM Core Module

Account 360 gives you a holistic, real-time view of every customer, vendor, employee, or property across their entire lifecycle—from lead to deal to contract to renewal to litigation. See all key touchpoints, service tickets, payment history, complaints, and legal cases in one unified profile.

What Makes Account 360 Different?

**Unified Account Profiles:** Every account aggregates all related leads, deals, contracts, legal matters, invoices, and support tickets—one click away.
**Smart Master Account IDs:** Unique ID prefixes by type (Customer, Vendor, Employee, Property) ensure instant data linking and rapid search.
**Lifecycle Visibility:** Track an account’s journey from first touch to final renewal, including all contracts, negotiations, legal issues, and service activity.
**Table-Style 360 View:** Filter by account type, region, status, or custom tags. Search by keyword. Click any row for a deep dive into the full account history.
**Dynamic Data Sync:** Linking a contract or deal auto-updates all related records. Support tickets and employee assignments sync to the account profile in real time.
**Role-Based Navigation:** Exposed as the “360 Account View” in the sidebar—loads only when accessed, for speed and scalability.