Customer
Account master and relationship health
Account hierarchy, contacts, health scoring and relationship history. One customer record that billing, support and delivery all point at.
What it does
Built around the work, not the database
- Account master with parent/child hierarchy
- Contacts and roles per account
- Health scoring from support, billing and delivery signals
- Relationship timeline across every module
- Segmentation for renewals and expansion
Works alongside
The rest of Customer & Revenue
They resolve against the same org, so they agree on departments and people without an integration.