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Overview

Get a complete, unified view of every customer in one interactive platform.
The Customer 360 App centralizes customer profiles, transactions, support interactions, & insights into a single, responsive interface, enabling teams to monitor engagement, identify upsell opportunities, predict churn, & enhance customer satisfaction across all touchpoints.

Key Features

Unified Customer Profiles & Engagement Tracking

View each customer’s demographics, recent activity, sentiment score, lifetime value, and interaction history in one place. Quickly access relevant details to make informed decisions.

Detailed Transaction History & Filtering

Track purchase history with search & filters by date, product, & status. Click to view transaction details, including payment method, amounts, products, & current status.

Support Tickets & Service Insights

Monitor open, in-progress, & closed tickets with KPIs for average resolution time, satisfaction, & priority levels. Drill down into individual tickets to see resolution metrics, feedback, & customer satisfaction ratings.

AI-Powered Insights for Churn & Upsell

Identify churn risks, contributing factors, & recommended actions. Highlight upsell opportunities with potential income estimates & product confidence levels, providing actionable guidance for each customer.

Interactive Analytics & Reporting

Visualize engagement trends, sentiment over time, & customer health scores. Export dashboards, filter views, & track key KPIs to optimize customer management workflows.

Use Cases

  • Customer engagement dashboards for sales & account management teams
  • Support tracking & service performance insights for customer success teams
  • Customer analytics for churn prediction & upsell opportunity identification
  • 360° view dashboards for personalized marketing & loyalty programs
  • Operational tools for managing high-value customer relationships

Start Building Your Own Customer 360 App

Use this Customer 360 App template as a foundation to create a fully custom customer intelligence platform. Connect live customer data, monitor transactions & support activity, analyze engagement & sentiment, and design interactive insights tailored to your workflow with UI Bakery’s low-code tools.

Template integrations:
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Template Solutions:
Customer Portals
Dashboards
For Data and Analytics
Internal Tools
SaaS
Ecommerce
For Operations
For Sales
Healthcare
Admin Panels
Automotive
For Engineering
Business Apps
For Marketing
Banking
Telecom
Education
Government

How Customer 360 template works?

UI Bakery enables you to transform your data into dynamic internal tools, leveraging a combination of pre-built and customized components.

Try UI Bakery
  • To initiate, click "Sign up".
  • Establish your organization and create app "From template"
  • Customize your generated application visually by intuitively dragging and dropping components and crafting queries for your resources.
  • Expand the capabilities of this application by linking to your personal database, kickstarting the development of robust internal tools.

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Frequently Asked Questions

What is the Customer 360 template used for?

The Customer 360 template provides businesses with a comprehensive view of their customers by integrating and aggregating customer data from various sources. It aims to enhance customer engagement, personalize interactions, and improve overall customer satisfaction.

Can businesses integrate data from multiple sources into the Customer 360 dashboard?

Yes, businesses can integrate data from multiple sources into the Customer 360 dashboard. The template allows the aggregation of customer data from CRM systems, social media platforms, transaction history, support interactions, and other sources to create a unified customer profile.

Does the template support real-time data synchronization for customer information?

Yes, the Customer 360 template supports real-time data synchronization. It enables businesses to synchronize customer information in real-time, ensuring that the dashboard reflects the most up-to-date customer data, interactions, and preferences.

Is there a feature for predictive analytics and customer segmentation within the template?

Yes, the template includes features for predictive analytics and customer segmentation. Businesses can leverage machine learning algorithms to predict customer behaviour and segment customers based on demographics, preferences, purchasing patterns, and other criteria, enabling targeted marketing and personalized experiences.

Can businesses use the Customer 360 template to improve customer service and support?

Yes, the Customer 360 template can help businesses improve customer service and support. By providing a holistic view of customer interactions and history, businesses can offer personalized and efficient customer support, leading to higher customer satisfaction and loyalty.

Related customer 360 solutions

Customer Portals
Dashboards
For Data and Analytics
Internal Tools
SaaS
Ecommerce
Check all solutions