Customer 360° Profile

Get a 360° view of your customers. See all the relevant data from various systems and platforms in one place. Customize the view to your needs with custom inputs and your own metrics.

The Customer 360° Profile consolidates all the relevant customer data in one place, allowing you to:

Check all the existing data for a specific customer – all your attributes, events, metrics, communications and Custify tools in a single place.

Check the full list of attributes and metrics (including default, custom, manual attributes, and also Calculated Metrics).

Side note! You can also create attribute groups to be displayed on the Customer 360, which can be defined in the Settings area of the product. 

The available actions in the Attributes panel are as follows:

Populate manual attributes: After adding manual attributes to the attributes list, populate them with values.

💡Custify Tip: Manual attributes can be string, date, boolean, numerical, or dropdown attributes.

For dropdown attributes, select from the available options to add to the company.

Observe the evolution of an attribute: Check how the value of an attribute evolved by clicking on the chart icon (only visible for numerical attributes).







Check the dashboard on the right to analyze the Company’s health scores.



💡Custify Tip: The Health Scores are displayed in the Customer 360° Profile in the same order as in the Health Scores module. 

Click on a Health Score to see how it evolved from the moment it was created.

💡Custify Tip: If a Health Score you defined is not showing in the Customer 360° Profile, you may want to check the Health Scores restrictions. The customer may be excluded from the health score calculation. 

The list of Lifecycles the Company was/is a part of is also displayed in the menu on the right, along with the respective Lifecycle and goals/Tasks achievement statuses.

Use an easy rating system to share your insights and expertise with other members of your team. Make sure you manually populate the CSM Rating after each customer interaction. Use the one-to-five point rating system to give the Company a score. Depending on how healthy and successful you consider the account to be, you may also add a comment for clarity.

💡Custify Tip: CSM rating is only available for Companies, not for People.

The CSM Rating can be changed anytime, but all previous scores will be kept in the history. As such, you can quickly review them and observe the customer's evolution. Use the CSM Rating to segment Companies by score or create automations based on bad/good CSM ratings.

💡Custify Tip: You can edit the CSM Ratings and comments by clicking on the Pencil icon. 

🎯 Use Case Ideas

The CSAT Score and the Promoter Score are attributes that get populated from external Integrations (e.g. Wootric) or when a customer completes a Promoter/CSAT survey sent from Custify. 

Here’s how the CSAT Score and the Promoter Score work in both cases: 

💡Custify Tip: You can also check the CSAT/Promoter Score history and comments.

Have a quick overview of all the open, overdue, done, and irrelevant Tasks defined for a customer. You can also define new Tasks directly from the Company 360° Profile.

Post notes to your customers’ accounts, tag users in them, modify them, or mark them as sticky to always have the important notes on top.

Notes can be created either manually in the Company 360° Profile or automatically through Playbooks or imported from connected CRMs. In any situation, they can be reviewed on the Company 360° Profile or in Touchpoints.

Creating notes manually: Enter your text and use the formatting options to structure it. Add tags to have a better understanding of the note’s purpose or use a predefined note by loading a template. You can also mark a note as sticky, which will keep the note at the top of the list.

Creating notes automatically: Automatically post a note when a customer enters or leaves a segment. Schedule or trigger the note by manually adding a Company to the Playbook. Add dynamic data to your note (e.g., Health Scores values, attributes, metrics, etc.) to decrease the manual work your team has to do

Once a note is created, you can also:

💡Custify Tip: Notes can include pictures or files, too. This can make it easier for your team to check important documents without having to log into multiple systems. 

In the Notes tab, you will be able to: 

You can choose to export notes from Custify to other systems (e.g. CRMs, like Hubspot and Salesforce). This can help improve the communication between your internal departments (e.g. Sales — CS team), if they are using different systems in their daily activities. Check the integrations settings to see if this option is available.

Automatically import meetings from Gmail and Outlook to enhance customer records with valuable meeting insights.

The logic for importing meetings is similar to email mapping – meetings are mapped based on email address/company domain. To import meetings, you just need to be connected to Gmail/Outlook or reconnect your mailbox if you are already connected.

Past and Upcoming meetings will be imported, and you will have the option to search, filter or add notes to a meeting.

Depending on your email delivery settings, the Communication tab will collect all emails sent from Custify, as well as those synced from your email integrations.

Once you enable yourGmail/Outlook integration and connect your email account to Custify, the emails from your inbox will be mapped in Company/People profiles. You will then be able to see the conversation history directly in the Company 360° Profile.

💡Custify Tip: When you turn on the Gmail integration, the last 10,000 emails will be synced to Custify, as well as all the new emails you receive. 

To send an email from Custify, you can either create it directly in the Company 360° Profile or automate the process using Playbooks.

When the Enable company-dependent people roles is active in Settings - General, the email composer gains a new way to target recipients by role. Because roles are now scoped to the company, the same person can be a Champion on one account and a Power User on another, and the email goes to the right people on each one.

In the recipients dropdown, you will find a new option, People with a particular role, sitting just before A particular user. Pick a role from the list, and the email goes to every person who holds that role on the company you are sending from. People who do not have a role set on the current company are excluded — assign them a role from the People tab first if you want them included.

When the same email runs through a Playbook across many companies, the role is resolved at send time for each one. A person who is a Champion on Company A and a Power User on Company B will only receive the message on the company where the matching role applies.

The dynamic data picker also gets a new Relationship category with relationship attributes you can drop into the subject or body:

•     {relationship:role} — the role of the recipient in this company.

•     {relationship:linked_at} — the date the recipient was linked to this company.

•     Any custom relationship attribute you defined under People-Company attributes (for example, {relationship:department_on_account}).

Each token resolves per recipient, per company, so the same Playbook run can produce different values for the same person across different accounts.

There are also several email customization options available: 







Import tickets from your ticketing tool into Custify to quickly check their status and history. 

Tickets will be imported based on the email address and will be mapped to each user’s account. They will also be reflected on the Tickets tab of the Company/Companies the user is assigned.

💡Custify Tip: You cannot create new tickets, you can only import them from specific Integrations. Tickets will be synced in the View only mode —you cannot edit them in Custify. Any modification should be performed in the ticketing tool directly. 

Access the full list of Child Companies assigned to the given Company.

You can change the Child Companies tab view by changing the list of attributes, reordering the attributes, and sorting the Child Companies by attribute values. 

Access the full list of People assigned to the given Company. Accessing this will open the People List View with reduced functionality (you will only be able to add/remove columns and change the display order).

You can also view the Activity graph per user. The graph is populated based on the events that the users are generating. 

People can hold different roles in every company they are assigned to. The same person can be a Champion at one account, and a Power User at another, and the role you see in the People tab always reflects the company you are currently viewing.

To turn this on, go to Settings - General and enable Enable company-dependent people roles (the roles can also be set through API, once the feature is enabled). The toggle is off by default. When you flip it on, Custify schedules a backfill job that creates the relationship records for every existing person-company pair, so you do not need to re-import any data.

Once the feature is active, two new columns become available in the People tab, on the Company level:

You can also add custom relationship attributes (text, number, date, dropdown, or boolean) to capture data that only makes sense in the context of a person-company link, such as Department on this account, Onboarding owner, or Contract signer. 

Manage these in Settings - Events and attributes editor by filtering the list to the People-Company attribute type.

Both default columns and any custom relationship attributes are hidden by default. Use the column toggler to add them to the table, reorder them, and sort by their values. Inline editing of the Role column requires the companies.manage_data permission.

Explore meaningful insights into events’ frequency, active users, time in product, and Segments.

The following widgets are available in the Usage tab:

This will help you understand when events were generated more frequently for a customer to identify the timeframes for further analysis of events over time.

💡Custify Tip: This will only display the event occurrence, not the metadata of the event.

💡Custify Tip: Time in product only shows up if there is any data sent. The time will be displayed in seconds. The graph can also be displayed in two modes: aggregated or detailed.

Explore detailed insights into the activity of your customers in the Activity tab. 

Activity details: Find activity details such as event metadata, where applicable.

💡Custify Tip: For attribute updates, you can check the source of the update (API, Manual, Integrations). 

Import Custom Data in a table format to expand on the information available in the Company 360° Profile. Learn more about importing custom data.

💡Custify Tip: Custom data is available for viewing only. The details in the table cannot be edited, but they can be used in Calculated Metrics formulas.

See all the information imported by any financial app integration, as well as deal information from CRM integrations. 

The following data is available in the Financial Data tab: 

💡Custify Tip: Financial data is available for viewing only. The details in the table cannot be edited, but they can be used in Calculated Metrics formulas.

Use the Files tab to upload any files related to the Company that could be helpful in the day-to-day operations of your CS team. Once uploaded, the files can be downloaded or deleted by clicking on the three dots next to the file. 

For example, you can upload the following types of files to the Company profile:

Manage your customers better using the set of Actions available. The possible actions on a Company 360° Profile are:



The People 360° Profile provides a centralized view of all data related to a specific person in your system. This includes attributes, events, metrics, communications, and all relevant Custify features—organized in one comprehensive dashboard.

It closely mirrors the Company 360° Profile, with a few key differences to keep in mind:

Dynamic 360 Views empower teams to design and personalize customer profiles tailored to their unique workflows. By customizing tabs, layouts, and content blocks, users can surface the most relevant information for their role, whether it's onboarding details for Customer Success Managers (CSMs), account health metrics for executives, or historical engagement data for support teams.

To start configuring your Views, go to Settings - Customer 360 section. Learn more about this feature in this article.



The Merge Companies feature allows users to combine two company records directly in the UI, with full control over which data is retained or transferred. It helps resolve duplicates, streamline data, and prevent data loss.

To start the merge, go to the Company 360 page of the Destination company (the one you want to keep in Custify).  In the merge modal:

What happens during the merge:

What is not moved:

For all other data types - including notes, tasks, people, child entities, communication, meetings, tickets, files, Custom Data, and Financial Data - you can define the behavior directly in the modal during the merge.

This feature ensures clean, accurate company data with flexible, user-controlled merging.