Companies and contacts
Company profiles, multiple contacts, roles, owners, sources, segments and status.
Customer 360
One customer profile for sales, support and management
Every company, contact, note, ticket, deal, task and file stays attached to the same customer. The team sees ownership, promises made, and the next step.
What you get
What's included
Customer timeline
Notes, calls, email, tickets, deals, tasks and changes in one chronological view.
Custom fields
Add fields for industry, size, contract, SLA, risk, onboarding or internal status.
Files and documents
Contracts, proposals, attachments, support images and documents stay next to the customer.
Ownership
Clear account owner, sales owner, support owner and next follow-up without lost accounts.
Audit trail
Who changed a field, owner, status or note. History stays preserved.
How it works
From contact to complete customer record
Create company
Add name, industry, source, owner and basic contact details.
Attach contacts
Add decision makers, billing, support and operational contacts with different roles.
Track activity
Calls, email, notes, files, tickets and deals appear on the timeline.
Work from the same profile
Sales sees support history; support sees contracts and sales promises.
FAQ
Frequently asked questions
Can one customer have multiple contacts?
Yes. Each company can have multiple contacts with roles, email, phone, department and a primary contact.
Can I add custom fields?
Yes. Fields are configured per organization and can be used in lists, filters and reports.
Are support tickets visible on the customer?
Yes. Tickets, SLA, status and resolution notes are part of the customer timeline.
Who can see sensitive data?
Access is controlled by role and ownership. Changes are stored in the audit trail.
Related
Other Merot features
Contact
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