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Sales CRM

Customer 360

One page per customer with their leads, quotations, invoices, tickets and warranty units. Customer 360 is the account page in BizzSetu. It brings a customer's contacts, deals, quotations, invoices, support tickets and warranty units together so anyone picking up the phone has the full picture.

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Who it is for

Sales, accounts and support teams who all deal with the same customer.

Part of the Leads & Sales CRM module. See plans and modules

How it works, step by step

Leads and their documents link to an account. Duplicate accounts can be merged, and what you see follows the modules you bought and the permissions of your role.

  1. Convert a lead or add an account.
  2. Open the account to see linked leads, quotations, invoices and tickets.
  3. Check warranty units if you sell serial-tracked products.
  4. Merge duplicate accounts when the same customer was added twice.

What you get

  • Account page
  • Linked leads and quotations
  • Invoices and payments
  • Support tickets
  • Warranty panel
  • Merge duplicate accounts

What it connects to

Getting set up

Convert a lead or add an account, then open it to see linked records. Merge duplicates from the account list.

Customer 360: questions and answers

What appears on the page?
It depends on the modules you bought. Invoices need the Invoices module, tickets need Support Tickets, and the warranty panel needs Warranty.
Can duplicate customers be merged?
Yes. Accounts can be merged from the account list.
Which module is this part of?
Customer 360 is part of Leads & Sales CRM. Modules are sold separately or in the Full CRM bundle; see the pricing page for current prices.

See Customer 360 on your own data

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