Customer 360

Manage contacts, leads, and customer relationships

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Key Features

Contact & lead management

Pipeline tracking with customizable stages

Activity timeline & notes

Email sync & templates

Contract management

Customer segmentation & tagging

Revenue forecasting

Deal scoring & prioritization

Duplicate contact detection & merge

Task & follow-up reminders

Sales territory management

Custom fields & data models

Customer 360° view

Quote-to-close tracking

Lead source attribution

Bulk import & export (CSV/Excel)

Role-based access per pipeline

Integration with Sales & Finance modules

How It Works

Configure

Set up in minutes with guided wizards. Import existing data or start fresh.

Use Daily

Your team works in a familiar, intuitive interface. No training required.

Grow

As your business scales, XBuddy scales with you — add modules, users, and automation.

Screenshots

[Screenshot: Customer 360 — CRM — Lead Pipeline View]

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[Screenshot: Customer 360 — Detail View]

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Video Demo

[Video: XBuddy Customer 360 — Complete Walkthrough]

Watch on YouTube → @XBuddy

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Connects With

TrendingUp

Sales

Quotations, orders, and commission tracking

Wallet

Finance

Invoices, bills, expenses, and purchase orders

UserCog

Attendance, leave management, and org chart

AI-Powered Features

Lead Scorer

Automatically scores and prioritizes leads based on engagement signals.

Deal Coach

Surfaces next-best actions and risks for open deals in your pipeline.

Customer Health Monitor

Tracks relationship health and flags at-risk accounts before they churn.

Ready to try Customer 360?

Join thousands of businesses running Customer 360 on XBuddy.

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