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Sales, Finance & Operations

Customer 360

A unified customer view combining commercial, operational, communication and support history around one customer identity.

Connected by design

Customer 360

Works with shared identity, permissions, records, search, notifications, automation and governed AI.

Identity Shared
Access Scoped
Records Connected
Automation Ready

Business context

Connected

Permissions

Inherited

Workflows

Automatable

AI access

Governed

Product capabilities

Capabilities working together.

Focused product depth without separating the work from the rest of your WRNexus business context.

Product value

What it provides

  • Single relationship view
  • Cross-product timeline
  • AI customer summary
  • Related-record navigation
Included tools

Core capabilities

  • Profile
  • Contacts
  • Deals
  • Quotes
  • Invoices
  • Payments
  • Projects
  • Contracts
  • Messages
  • Meetings
  • Tickets
  • Files
  • Forms
  • Activity
  • AI summary
Everyday experience

Product workspace

  • Customer Overview
  • Commercial
  • Projects
  • Finance
  • Communications
  • Support
  • Documents
  • Activity

Designed for real work

Where this product fits.

Use it as a focused starting point or as part of a broader connected workflow.

Workflow examples

Common use cases

  • Key account review
  • Collections follow-up
  • Customer support handoff
  • Renewal planning
  • Executive account review
Designed around

Who it is for

  • Sales
  • Support
  • Finance
  • Project managers
  • Executives

Sales, Finance & Operations

See how this product fits your operating model.

Review requirements, connected records, integrations and rollout with the WRNexus team.

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