Lavisho TT Customer 360
One customer view for revenue, pipeline, visits, tasks, quotes, documents, support and an authorized AI account summary.
What is Customer 360 in Lavisho TT?
One customer view for revenue, pipeline, visits, tasks, quotes, documents, support and an authorized AI account summary.
Why teams need customer 360
The problem
Disconnected records, manual handoffs and unclear access make it harder to keep sales and operations aligned.
How Lavisho TT solves it
Use connected customer records, company-scoped permissions and a traceable workflow in the same workspace. Availability follows your selected plan and provider setup.
Key benefits
One connected account
Review revenue, pipeline, visits, tasks, quotations, documents and support linked to the existing customer record.
Timeline & health
Follow account activity and explainable health signals without duplicating customers or deals.
AI account summary
Generate a summary from customer information you are authorized to see; AI plan and credit limits apply.
Add viewer
The account manager or a same-company admin with 2FA can grant a colleague read access to this customer, view current grants and remove them immediately. Changes are audited.
Customer 360 features in Lavisho TT
One connected account
Review revenue, pipeline, visits, tasks, quotations, documents and support linked to the existing customer record.
Timeline & health
Follow account activity and explainable health signals without duplicating customers or deals.
AI account summary
Generate a summary from customer information you are authorized to see; AI plan and credit limits apply.
Add viewer
The account manager or a same-company admin with 2FA can grant a colleague read access to this customer, view current grants and remove them immediately. Changes are audited.
Contact details & duplicate review
Track second email, second phone, contact birthday and remarks; review duplicate customers, partners and consultants before merging.
How it works
- 1
Configure your company
An authorized admin chooses the relevant policies, roles and provider settings.
- 2
Connect the work
Use your existing customer, lead and activity records rather than separate copies.
- 3
Work within your access
Employees and viewers see only information their company authorizes.
- 4
Review outcomes
Use history and reports to follow up and refine the process.
Common use cases
- Sales teams coordinating customer follow-up
- Company admins managing accountable collaboration
- Managers reviewing their authorized team activity
Why choose Lavisho TT for customer 360
- Connected to CRM and field activity in one workspace.
- Company-scoped access and auditable changes.
- 14-day free trial; pricing starts at $9 per user/month.
Customer 360 — frequently asked questions
Does Customer 360 show records I cannot normally see?
No. Customer visibility and related-record permissions still apply to the page, its AI summaries and exports.
Related pages
Related products
- CRM Software
Track leads, accounts, contacts and multi-product deals in a single kanban pipeline built for teams that sell in person and online. Now with one connected account and timeline & health.
- Sales Automation
Automate lead routing, follow-up sequences, discount approvals and quote numbering so reps spend time selling, not doing admin. Now with multi-step decisions and approval inbox.
- API & Integrations
A documented REST API, ERP connectors and webhooks let your CRM data flow into the rest of your business systems. Now with google & microsoft 365 and relevant email only.
Related solutions
- Sales Teams
Inside and field sales teams juggling leads, quotes, visits, and follow-ups across multiple accounts.
- Sales Managers
Sales managers responsible for a team of reps who need visibility into activity, deal health, and coaching opportunities.
Related industries
- Distribution
Manage distributor networks, sales rep visits, order pipelines, and territory coverage with CRM and field force software from Lavisho TT.
- Technology
Manage OEM and partner mapping, solution selling, and quotations with CRM software built for technology and IT sales teams.
Glossary
- CRM
CRM (Customer Relationship Management) is software that organizes a company’s contacts, deals, and interactions with customers in one place.
Ready to connect your field team to your sales pipeline?
Start your 14-day free trial. No credit card — a real person reviews and activates your workspace, usually within one business day.