- Customer 360
- Timeline
- Deals
- Activities
- Intelligence
Ahmed Hassan — ABC Technologies
Customer · CEO · Owner: Mohamed · Last Activity: 2 hours ago
- Customer Health
- 86 / 100
- Contact Score
- 91
Next Action
Follow-up call
A record built for context, not just a timeline.
Contact 360 is organized into clear tabs instead of one long scroll:
- Overview
- Activity
- Deals
- Communication
- Campaigns
- Tasks
- Support
- Documents
- Insights
The full picture of the relationship.
Overview brings together:
- Customer Summary
- Recent Activity
- Open Deals
- Upcoming Tasks
- Engagement
- Customer Health
- AI Insight
Every touchpoint. One timeline.
Filters (All, Emails, Calls, Meetings, Deals, Campaigns, Tasks, Support, Notes, Documents) and search let a team find exactly what happened — the timeline is built to be used, not to be scrolled through.
Find what you need, not everything at once.
Filter the timeline by type — All, Emails, Calls, Meetings, Deals, Campaigns, Tasks, Support, Notes, Documents — or search activity directly, for example "proposal", to surface every related interaction.
A customer's data isn't just a name and a number.
Basic Information
Full name, email, phone, job title, department, location.
Company
Company name, industry, company size, website, account owner.
Lifecycle
Lead, MQL, SQL, Opportunity, Customer, Former Customer.
Fields that fit how your organization actually works.
Admins can create custom fields to match the organization's needs, for example:
- Industry
- Customer Type
- Source
- Customer Tier
- Region
- Product Interest
- Account Segment
Understand the customer inside their company's context.
Decision Maker
Ahmed Hassan
Influencers
Sara Ali
Other Stakeholders
Omar Khaled
See the account, not just the contact.
When a Company object exists, Contact 360 links to Company 360 without copying data, showing:
- Company Revenue
- Industry
- Employees
- Deals
- Contacts
- Activities
- Support
- Billing
Every deal connected to the customer.
- Deal Value
- $84,000
- Probability
- 78%
Enterprise Subscription — Negotiation, Owner: Ahmed
Expected close: Sep 18. Health: At Risk.
When a customer has more than one deal.
- Open Deals
- 3
- Pipeline Value
- $184K
- Won Revenue
- $96K
- Lost Deals
- 1
Know how engaged the customer really is.
- Email Engagement
- 82%
- Website Engagement
- 74%
- Campaign Engagement
- 68%
- Overall Engagement
- 81 / 100
Meeting Activity
High
Is the relationship with the customer strong?
- Health Score
- 86 / 100
- Engagement
- 91
- Relationship
- 87
- Support
- 82
- Commercial Activity
- 84
Status
Healthy
Spot warning signs before they become a problem.
- No activity for 14 days
- Open support ticket unresolved
- Renewal approaching
- Engagement declining
- Deal stalled
AI summarizes the relationship instead of making you read it all.
AI Summary
Ahmed is the primary decision-maker at ABC Technologies. He engaged with the pricing proposal twice over the past week, and has an $84,000 deal in the negotiation stage. No activity has been logged in the last 4 days, so a direct follow-up is recommended before the expected close date.
Don't just understand the customer. Know what to do next.
Recommended Action — Schedule Follow-up Call
The deal has been in negotiation for 6 days with no new activity.
Different scores, for different questions.
- Engagement Score
- 91
- Fit Score
- 94
- Intent Score
- 88
- Customer Health
- 86
- Overall Contact Score
- 91 / 100
Communicate with the customer without leaving their record.
Compose email
Call
Start / log a call
Meeting
Schedule a meeting
Note
Add a note
Task
Create a task
Every conversation, in context.
Emails track subject, sender, recipient, date, opened, clicked, replied, and related campaign or deal. Calls track date, duration, participants, outcome, and notes. Meetings show upcoming and previous meetings with outcomes and next actions.
What did the customer do with your campaigns?
- Score Change
- +8
Q4 Growth — Opened Email
CTA: Pricing. Date: Today.
See where the customer is in a marketing journey.
- Step
- 4 / 8
Enterprise Nurture — Active
Next step: Email #5.
Where did the customer come from?
- Influenced Campaigns
- 3
- Revenue
- $84K
Source: Google — Campaign: Q4 Growth
First touch: Aug 20. Created: Sep 1.
Don't leave a next step outside the record.
- Call Ahmed — Today, high priority
- Send Proposal — completed yesterday
- Follow-up — 2 days overdue
Make the customer record a starting point for automation.
- WHEN Customer Score > 80 → THEN create a sales task
- WHEN no activity for 7 days → THEN notify the owner
- WHEN a deal is won → THEN start customer onboarding
Sales doesn't need to open a separate support system.
- Open Tickets
- 2
- Critical
- 0
- Pending
- 1
- Resolved
- 14
Documents connected to the customer, in the same context.
Every document links to the related deal or activity when that relationship exists.
- Proposal
- Contract
- Invoice
- Attachment
- Agreement
- Other Documents
The commercial value of the relationship.
- Lifetime Value
- $184K
- Total Revenue
- $312K
- Open Pipeline
- $84K
- Outstanding
- $12K
Renewal
Oct 2026. Visible only to users with the appropriate permission.
Follow the relationship across the customer's full lifecycle.
Real events populate this timeline as they happen.
Stop searching for the customer across five systems.
| Scattered Data | ZynReach Contact 360 | |
|---|---|---|
| CRM | Separate | Unified record |
| Separate | Attached to the customer | |
| Calls | Separate | Timeline |
| Campaigns | Separate | Attached to the record |
| Support | Separate | Inside the contact |
| Deals | Separate | Attached to the customer |
| Notes | Separate | Inside the timeline |
| Tasks | Separate | Inside the context |
From a fragmented view to one customer view.
Before ZynReach
- CRM
- Support
- Spreadsheet
- Calendar
- Campaign Tool
With ZynReach
- CRM
- Communication
- Campaigns
- Deals
- Support
- Tasks
- Documents
- Intelligence
Fragmented customer view → one customer view.
Every team sees the same customer from its own angle.
Sales
Deals, activities, next action.
Marketing
Campaigns, engagement, attribution.
Support
Tickets, issues, health.
Management
Revenue, health, risk.
Customer Success
Adoption, engagement, renewal.
Every meaningful change stays traceable.
For organizations, the audit trail records:
- Record Created
- Field Updated
- Owner Changed
- Deal Changed
- Status Changed
- Data Exported
- Activity Added
- Permission Change
Make customer data reliable and usable.
- Data Completeness
- 92%
- Missing Fields
- 3
- Duplicate Risk
- Low
Last Enriched
Today
Duplicate contacts get flagged, not silently merged.
When two records clearly represent the same person — for example, matching email addresses under slightly different names — ZynReach flags them as a potential duplicate for review. Merging always requires explicit authorization; unauthorized merges aren't allowed.