CRM is the customer record and relationship context. Customer 360 is the view that brings the recorded context connected to that customer into one place.
Wexcy CRM & Customer 360
Bring the customer’s full context into one view.
See identity, activity, purchases, conversations, and service history together—then keep ownership and relationship changes visible as the customer journey develops.
- Identity
- Timeline
- Ownership
Identity record
Start with a customer record your teams can recognize.
Represent a person or an organization with the identity, contact methods, addresses, people, preferences, and business fields needed for the relationship.
Individual or organization
Represent the customer in the form that fits the relationship.
Contact points and addresses
Keep relevant ways to reach the customer and address context together.
Organization contacts and roles
Keep the people connected to an organization clear.
Tags and custom fields
Add working context that makes the record useful to your teams.
Customer Context Layers
Keep every source connected to the customer it belongs to.
The identity stays at the center while recorded activity, purchases, conversations, and service history add context around it.
Identity core
Customer identity and relationship details.
Activity and timeline
Recorded events with source and time.
Purchases and order context
Commercial records connected to the relationship.
Conversations and service history
Recorded customer context from its source.
Relationship timeline
See how the relationship changed, not only how it looks today.
Lifecycle changes, ownership changes, notes, communications, documents, cases, workflows, and recorded events can retain their source, actor, and time in the customer timeline.
Contact created
The customer record begins with its recorded identity context.
Lifecycle stage changed
A relationship change can retain its reason and time.
Owner changed
The history can show who became responsible for the relationship.
Note or communication recorded
A recorded note or event remains connected to its source.
Working context
Give every relationship a clear owner and working context.
Keep ownership, lifecycle, acquisition, tags, preferences, currency, and custom fields understandable without assuming automatic assignment or scoring.
- Owner
- Lifecycle stage
- Acquisition source
- Tags and custom fields
- Preferences and currency
Clear product boundaries
Use CRM as the customer record—not as a substitute for every customer workflow.
CRM keeps identity, ownership, lifecycle, notes, attributes, and recorded timeline context. Service requests, cases, and operational queues carry their own responsibilities.
Related customer workflows retain their own responsibilities.
CRM FAQ
Questions about customer context?
Practical answers about the customer record and the products around it.
Yes. A contact can represent an individual or an organization, including relevant contact people and relationship details.
It can contain identity, contact methods, addresses, people, ownership, lifecycle, acquisition, tags, and custom fields used for the relationship.
Recorded events retain their source, actor, time, category, and importance around the customer record.
Ownership and lifecycle history can preserve recorded changes to help teams understand how the relationship developed.
No. CRM is the relationship record. Customer service, cases, and communication queues are distinct operational responsibilities.
A clearer customer view
Bring the next customer conversation into context.
Start with the customer record your teams need to understand the relationship.