Customer Management Software – 360° Profiles & Retention Tools

Coalesce360 centralizes every customer touchpoint into a single, living profile—giving teams a true 360° view across accounts, contacts, interactions, and health. Powerful segmentation and filters surface at‑risk customers and upsell opportunities instantly, while clean, responsive pages make it easy to drill from portfolio metrics down to individual notes, tasks, and SLAs. Role‑based access keeps sensitive data secure, and streamlined workflows help teams collaborate, follow up, and close the loop faster—driving retention, expansion, and exceptional customer experiences. Below are sample visuals from the customer module.

Overview

Customer/Prospect footprint

Details