Customer 360
Unified B2C customer profile — every signal, one screen.
Solves the #1 problem you raised on our call.
Right now your customer data is scattered across Unleashed, Klaviyo, Review.io, LiveChat, and your internal CRM. To answer a question like "who is this caller and what have they bought?" someone has to open four tabs.
Customer 360 pulls every signal into one record per customer — keyed by email + phone — and surfaces it the moment your team picks up the phone or replies to a chat. Guest checkouts (which never land in Unleashed) are stitched in from Klaviyo.
2 days ago — viewed Conni Premium Mattress Protector
14 orders · last order 3 weeks ago · $1,840 lifetime
47 sessions · viewed 12 products · cart abandoned twice
3 reviews left · avg rating 4.7 · last review on Bed Pad
4 chat sessions · last asked about NDIS funding
6 phone calls · last contacted by Sarah on 12 May
Included in Phase 1 build
- Unified customer record (orders + chat + reviews + activity)
- Live-syncing connectors to Unleashed and Klaviyo
- Email + phone identity stitching (handles guest checkouts)
- Searchable from anywhere in the platform
Phase 2 / additional modules
- AI auto-summary per customer (see AI Insights)
- Segment-based outreach back into Klaviyo
- NDIS plan-management linkage
- Aged-care facility customer rollups