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CRM | Customer 360

One client record. The full story.

After conversion, every paid customer lives in a stable workspace, profile, subscriptions, payments, compliance, research, and the complete activity trail.

See it in context

The business problem

Customer data fragments across sales spreadsheets, finance tools, and compliance folders. Nobody sees activation status, expiry dates, and payment history in one place.

How TradePacer CRM solves it

The customer 360 workspace tabs unify services, payments, onboarding, research, documents, requests, and timeline. Portal accounts can be provisioned from the same record.

Key workflows

How teams use Client Management

  1. 01

    Convert

    Won opportunity creates a customer linked to the original contact identity.

  2. 02

    Propose service

    Staff propose subscriptions with catalog plans; commercial terms snapshot at sale time.

  3. 03

    Track status

    Lifecycle states from draft through active, suspended, expired, or cancelled are visible on the customer record.

  4. 04

    Monitor expiry

    Activation and end dates drive renewal conversations and reporting.

  5. 05

    Review history

    Activities, state changes, and cross-module events appear on the customer timeline.

Everything after the sale

Ownership fields show assigned agents and contributors. Service entitlements link forward to research delivery and portal access.

Connected in the platform

Works with the rest of your operation

Payments & Revenue Invoices and allocations Compliance Onboarding cases Research & Advisory Entitled delivery

Role & use case

Built for customer care and sales

Sales agents and customer care staff view customers within their scope. Managers see team or department records depending on role configuration.

Frequently asked questions

Is the customer the same as the lead contact?

Customers link to the underlying contact identity. Converting a lead preserves history while starting a new commercial lifecycle.

Can customers access a portal?

When the customer portal module is enabled, staff provision portal accounts from the customer workspace.

Where do subscriptions appear?

Active and past subscriptions appear on the customer services tab with status, dates, and frozen commercial terms.

See Client Management in a live demo

Walk through these workflows with our team, tailored to your modules and roles.

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