+91 88578 53138 info@codexxa.in Pune Β· Bengaluru Β· Mumbai
Solution

CRM360 Platform for Customer-Centric Organizations

Get a complete 360-degree customer view combining sales pipeline, marketing automation, service tickets, analytics, and deep integrations with WhatsApp, email, and telephony.

360 Customer View Sales Pipeline Marketing Automation Service Tickets WhatsApp & Email
CRM Screens
👥
Customer 360
📊
Sales Pipeline
💬
Service Desk
Why This Matters

Why a 360-Degree Customer View Matters

Disconnected customer data across sales, marketing, and service creates a fragmented experience and lost revenue opportunities.

Break Down Data Silos

When sales, marketing, and service teams work with separate systems, customers repeat their story at every touchpoint. CRM360 unifies all interactions into a single timeline so every team starts with full context.

Understand Customer Intent

A complete view of browsing behavior, purchase history, support tickets, and communication patterns reveals intent signals that enable proactive engagement and personalized experiences that convert.

Drive Retention and Lifetime Value

It costs 5x more to acquire a new customer than to retain an existing one. CRM360's service and engagement tools help teams build lasting relationships that maximize customer lifetime value.

95%
Customers expect consistent experiences
30%
Increase in retention with CRM360
2.5x
Faster issue resolution with unified data
Problems Solved

Problems This Solution Solves

Replace disconnected tools with a unified customer intelligence platform.

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Fragmented Customer Data

Unify all customer interactions, transactions, and communications into a single 360-degree profile accessible to all teams instantly.

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Invisible Sales Pipeline

Visual pipeline management with deal tracking, forecasting, AI-assisted next best actions, and automated follow-up sequences.

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Marketing Disconnect

Marketing automation with lead scoring, campaign management, multi-channel nurture sequences, and attribution analytics.

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Slow Service Response

Integrated service desk with ticket management, SLA tracking, knowledge base, and multi-channel response tools.

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Communication Chaos

Unified WhatsApp, email, and telephony integration with conversation history, auto-responses, and team inbox management.

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No Actionable Analytics

Dashboards and reports on customer health scores, churn risk, campaign ROI, and revenue attribution for data-driven decisions.

Core Modules

Core Modules of the CRM360 Platform

Complete customer relationship management across sales, marketing, and service.

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360 Customer View

Unified customer profile combining contact details, transaction history, support tickets, communication logs, and engagement scores.

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Sales Pipeline

Drag-and-drop deal management with automated workflows, AI-assisted deal scoring, and revenue forecasting dashboards.

📣

Marketing Automation

Campaign builder with lead scoring, segmentation, multi-channel nurture, A/B testing, and attribution tracking across email and SMS.

💬

Service Tickets

Helpdesk with ticket routing, SLA management, escalation rules, knowledge base, and customer self-service portal.

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Customer Analytics

RFM analysis, customer health scoring, churn prediction, lifetime value calculation, and cohort-based behavior analytics.

📱

WhatsApp & Email Integration

Direct WhatsApp business integration with conversation tracking, template management, and automated responses alongside email sync.

Workflow

How the CRM360 Workflow Works

Unified customer lifecycle from lead capture to ongoing engagement.

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Lead Captured

Multi-channel capture

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Scored & Nurtured

Marketing automation

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Opportunity

Pipeline stage

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Deal Closed

Revenue captured

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Support

Service delivery

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Retained

Upsell & loyalty

Integrations

Integrations Available

Connect CRM360 with business communication, analytics, and productivity tools.

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WhatsApp Business
Email / Gmail
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Telephony / IVR
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Salesforce / HubSpot
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Accounting
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Analytics
Use Cases

Who Can Use This Solution

Designed for mid-market and enterprise businesses looking for a complete customer intelligence platform.

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B2B Sales Teams

Mid-market B2B companies manage complex sales cycles with multiple stakeholders, long timelines, and enterprise deal tracking.

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eCommerce & Retail

Retail and D2C brands unify online and offline customer data for personalized marketing and retention campaigns.

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SaaS & Subscription

Software companies track customer health scores, usage patterns, and churn risk to drive proactive retention interventions.

Enterprise Service

Companies with high-volume customer service operations streamline support with unified tickets, self-service, and knowledge bases.

FAQs

Frequently Asked Questions

Can CRM360 integrate with WhatsApp Business?
Yes, our CRM360 platform includes native WhatsApp Business integration. You can receive and send WhatsApp messages directly from the CRM, track conversation history per customer, use approved message templates for marketing, and set up automated responses.
How does the sales pipeline work?
The visual pipeline lets you create custom stages matching your sales process. Deals drag between stages, triggering automated actions like tasks, emails, and notifications. AI-assisted deal scoring predicts win probability, and revenue forecasting uses historical data and pipeline trends.
Can we migrate data from our existing CRM?
Absolutely. We provide migration tools and services for data transfer from Salesforce, HubSpot, Zoho, and other CRMs. Contact, deal, account, and historical communication data can be migrated with validation to ensure data integrity.
How does marketing automation integrate with the CRM?
Marketing automation is fully embedded in the CRM360 platform. Campaign actions (email opens, website visits, form submissions) automatically update customer profiles and influence lead scores that feed directly into sales pipeline prioritization.
Does it support telephony integration?
Yes, CRM360 integrates with major telephony providers including Exotel, Instamojo Voice, and custom SIP trunks. Call logging, screen popups on incoming calls, call recording, and post-call notes are all available within the CRM interface.

Ready to Build a 360-Degree View of Every Customer?

Book a free consultation call to map your customer journey, identify data integration opportunities, and build a roadmap for a unified CRM360 platform.

Book Free Consultation Call

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