One Dashboard. Every Customer Touchpoint.
IntelliPaaS unifies data from Salesforce, SAP, Zendesk and more – giving your teams a real-time, 360-degree view of every customer interaction.
A Customer 360 view is a unified, real-time profile that consolidates every interaction a customer has with your organisation – across sales, support, billing and marketing. IntelliPaaS builds this profile by connecting CRM, ERP, helpdesk and e-commerce systems, merging data automatically and surfacing it in a single dashboard. The result is personalised customer experiences, faster service resolution and data-driven decisions at every touchpoint.
Key Capabilities:
- Real-time sync across Salesforce, SAP, Zendesk, Shopify and more
- Automated aggregation of customer profiles, orders, support history and activity
- Configurable dashboards with dynamic updates and filtering
- Clean, enriched data from multiple systems in one unified view
Organisations use IntelliPaaS to build unified customer profiles by merging CRM, ERP and support data in real time. Common use cases include cross-system activity tracking, personalised campaign targeting and executive reporting dashboards with live insights aggregated from every customer touchpoint.
Frequently Asked Questions
What data sources feed into a Customer 360 view?
Any system that holds customer data: CRM, ERP, marketing automation, support tickets, billing, e-commerce and web analytics. IntelliPaaS consolidates data from all of these into a unified customer profile.
How does IntelliPaaS handle duplicate customer records?
The platform applies configurable matching rules – email, phone, company name, ABN – to identify and merge duplicates. You control the match threshold and which record takes priority when fields conflict.
Can I build a Customer 360 without replacing my existing systems?
Absolutely. IntelliPaaS sits between your existing systems and synchronises data across them. No system replacement required. Your teams keep using the tools they know while getting a unified view.
How quickly does the customer profile update?
In real time. When a support ticket is created, a deal closes or an invoice is paid, the unified profile updates within seconds. No overnight batch jobs or stale data.
Is Customer 360 only for large enterprises?
No. Any organisation with more than two customer-facing systems benefits from a unified view. Small businesses typically start by syncing CRM and accounting, then expand to marketing and support.
.svg){kind=small}
