by Brainvire Infotech Pvt. Ltd

Discover everything about your customers and account starting from their first interaction with you to the average revenue generated by each of them. The plugin will empower you with the ability to improve each interaction with your customers and nurture long-term professional relationships with them.

Cancel at any time!
Free Trial

Brainvire provides an effective solution and service with the SuiteCRM and Customer 360 integration. With Customer 360-degree View, you can be more precise in your customer and account segmentation and develop targeted marketing campaigns for each segment.

Keys features :

1.Display all types of activities data (Calls, meetings, Emails, Tasks) 2.Display count of Invoice and quotes 3.Display first purchase data that helps us to know first point of contact date 4.Display last purchase data that helps us to know recent point of contact date 5.Display total lifetime sales of the contact and account 6.Display purchased product data till date 7.Display average Revenue of the contact and account

We have given 360 view on **Contact detail view page so with just one click you got all the information of your customer.**

screenshot--2020.07.17-14_29_49.png

In This Plugin, We have customized the contact and account detail page to showcase everything. We have also included new tabs as below.

  • Journey Details Tab
  • More Information Tab
  • Customer Interaction

Contact Detail Page - 360 View For Contact.

Below is the screenshot for contact detail page. You can see that we have cover up all the default modules of suiteCRM.

![screenshot--2020.07.17-14_29_48.png](https://store.suitecrm.com/assets/img/addonassets/customer-360-view/screenshot--2020.07.17-14_29_47.png "screenshot--2020.07.17-14_29_47.png")

Here we have customize the activity panel of the suiteCRM by adding the filter options. when you click on scheduled calls at that time it will scroll down and open the activity panel with the filter option.

screenshot--2020.07.17-12_54_34.png

activitiespanel.png

  • First Purchase Date
  • Last Purchase Date
  • Total Revenue of that customer
  • Purchased product till date
  • Average Revenue of that customer

screenshot--2020.07.17-12_54_35.png

Along with that we have also implemented google map on billing and shipping related information as below.

graph1.png

graph2.png

Customer Journey Tab.

In Customer Journey Tab you can see all the information regarding your activities till date.

screenshot--2020.07.17-14_29_47.png

When you click on + sign then we have given more detail information of that activity. also when you click on "View all changes" button on right side then it will redirect to change log page on a separate tab.

MoreInfo.png

Streamlined Case Tracking for Improved Customer Journey Visibility.

Users can now easily view related cases within the customer journey interface. With a simple click on "view log," they can stay updated on case statuses, enhancing their overall experience by providing seamless tracking and visibility throughout the journey.

picture.png

picture 2.png

Instant Case Status Updates via "View Log".

Clicking into the "View Log" feature enables users to instantly access and review the latest status updates for associated cases.

picture 8.PNG

picture 3.PNG

Seamless Note and documents Navigation: Enhancing User Accessibility.

Clicking on an assigned note linked to a contact or account effortlessly redirects users to the note section. However, it's important to note that the "View Logs" feature is not available for notes and documents. Also, clicking on an assigned document grants users direct access to download it instantly.

picture 4.PNG

picture 5.PNG

Opportunity Monitoring: Status Updates in View Logs.

Within the "View Logs" feature, users can access and track opportunity details alongside their current status.

picture 7.PNG

Contact Module:

Check on Interaction Summary to view Customer Interaction.

Interaction.PNG

Accessibility: Integrated Product, Order, and Abandoned Cart.

Accessing recorded details related to contacts now includes product information, enabling a comprehensive view of interactions. Additionally, users can review order and abandoned cart histories within the system. Click on "View All" it will redirect to the list of the associated records.

Interaction.PNG

A). View Recent Purchases in CRM: Clicking into the URL of last 10 products purchased will now redirect you to the CRM's product section.

Product.png

B). View complete Order History: Clicking 'View All' will now redirect you to the CRM's order ID list, where you can access your complete order history.

Order History.png

Order.png

C). View Abandoned Cart Details in CRM Quotes: By clicking View Abandoned Cart, you'll be directed to the associated list of details within the CRM's quote section.

Quote History.png

Quote- 1.png

Track Interaction Rate and Spending Records by Date Range: Users now have the ability to view and check specific interaction rates and spending records within a selected date range.

Record.png

Monitor Monthly Transaction Ratios: In addition to other features, users can now check the monthly transaction ratios. This allows for a comprehensive understanding of transaction patterns over time.

Transaction.png

Account Detail Page - 360 View For Account.

All functionalities of Account is same as contact module.

screenshot-localhost-2020.07.17-15_16_34.png

Check on Interaction Summary to view Customer Interaction.

Interaction.PNG

Accessibility: Integrated Product, Invoice, and Quote Details.

Account Picture.png

View Recent Purchases in CRM: Clicking into the URL of last 10 products purchased will now redirect you to the CRM's product section.

Product.png

View complete Invoice History: Clicking 'View All' will now redirect you to the CRM's Invoices list, where you can access your complete Invoice list.

Invoice.png

View complete Quote History: Clicking 'View All' will now redirect you to the CRM's Quote list, where you can access your complete Quote list.

Quote List.png

Track Interaction Rate and Spending Records by Date Range: Users now have the ability to view and check specific interaction rates and spending records within a selected date range.

Spend.png

Monitor Monthly Transaction Ratios: In addition to other features, users can now check the monthly transaction ratios. This allows for a comprehensive understanding of transaction patterns over time.

Transaction 2.png

For any assistants or the demo you can reach us at crmsupport@brainvire.com any time.

View Pricing
* Cancel at any time!
Rating
  • "Love this add on — there is simply no better way to collect all the relevant customer data in one place and quickly see and analyze every important ..." - kevinc

    Read More Reviews