Customer 360 · Single pane of glass

One unified customer view. Every tool you use.

Your customer lives across six tools — payments, courses, email, CRM, tasks and calendar. Ziikly brings them back together: search one email and see the whole customer story on a single screen. No manual entry, no data warehouse, no write access.

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What you see in a unified customer view

One email search

Type a customer's email once. Ziikly queries every connected tool in parallel and returns all results side by side.

The full story

Payments and revenue, purchases and course progress, subscriber state, tickets, tasks and upcoming meetings — in one place.

No tab hopping

Stop opening six dashboards to answer one question. The customer's record is complete, current and read-only.

How the unified view is built

  1. 1.Connect your tools with restricted read-only API keys — they're encrypted at rest.
  2. 2.Search a customer's email. Ziikly reads Stripe, Bokio, Shopify, courses, email, CRM and calendar in parallel.
  3. 3.See payments, orders, invoices, tickets and tasks for that one customer — together, on one screen, in seconds.

Who uses a unified customer view

Support

See if a customer paid, what they bought and recent tickets — before replying.

Customer success

Spot churn risk by checking payment status next to activity before every call.

Finance

Reconcile invoices and payments per customer without opening accounting.

Course creators

Check enrollments, purchases and email state for any student in one search.

Customer 360, without the data model

Enterprise "customer 360" suites make you build the view first — a data model, a data warehouse, ETL and months of integration work. Ziikly delivers the same outcome from the tools you already use.

Enterprise customer 360

  • Design a customer 360 data model first
  • Build a warehouse, ETL and integration layer
  • Per-seat licenses add up fast
  • Months to the first useful screen

Ziikly

  • No data model — records joined by email at search time
  • Read-only keys, no warehouse, no ETL
  • Free for everyone right now
  • Live unified view within minutes

See how Ziikly fits into your stack.

Frequently asked questions

What is a unified customer view?+

A unified customer view (also called a customer 360 or single pane of glass) brings every record about one customer — payments, orders, invoices, emails, tickets, tasks and course progress — together into a single screen, even though the data lives in separate tools.

What is a customer 360?+

A customer 360 (or customer 360 view) is the same idea as a unified customer view: one complete record of a customer built from every system they touch — payments, orders, tickets, emails, tasks and course progress. The term comes from enterprise platforms like Salesforce Customer 360, but the goal — see the whole customer in one screen — is what Ziikly delivers in minutes, without the enterprise cost.

What is a 360 degree customer view?+

A 360 degree customer view (also written 360 customer view or customer 360 view) is a single, complete record of a customer built from every system they touch — payments, orders, tickets, emails, tasks and course progress. Ziikly builds that 360 view in seconds by reading the tools you already use with read-only keys, with no data model to design.

What does single pane of glass mean?+

A single pane of glass (SPOG) means one screen that shows everything relevant at a glance — instead of jumping between separate dashboards. For customer data it's the same as a unified customer view: payments, orders, tickets, tasks and email state together on one screen. Ziikly gives you that single pane of glass by reading the tools you already use.

What is a single pane of glass dashboard?+

A single pane of glass dashboard consolidates data from many systems into one display. IT teams use them to watch servers and apps; for customer data, it means one dashboard that shows a customer's payments, purchases, invoices, tickets and tasks without opening each tool. Ziikly is exactly that for customer data — read-only, so the dashboard can never change anything in your tools.

What is a single customer view (SCV)?+

A single customer view (SCV) is the same idea as a unified customer view — one complete, up-to-date record of a customer. The term is common in banking, telecom and utilities, where regulations push firms to consolidate everything about each customer. Ziikly delivers an SCV without the data warehouse: it reads your existing tools with read-only keys and assembles the single view at search time.

What does a unified customer view look like?+

Search a customer's email in Ziikly and you get one screen: their payment history and revenue, purchases and course progress, email subscriber state, open tickets, tasks and upcoming meetings — each section pulled live from the tool that owns it. You can try the live demo without signing up.

Do I need to build a customer 360 data model?+

No. Enterprise customer 360 projects start with a data model — deciding how customers, payments, orders and tickets relate, then building a warehouse and ETL to load them. Ziikly skips that: each tool keeps its own schema, and Ziikly reads them live with read-only API keys, joining records by the customer's email at search time. There is no model to design, build or maintain.

Is Ziikly a customer 360 platform?+

Yes — for teams that want the outcome, not the project. A customer 360 platform usually means a heavy enterprise suite with a data model, integration consultants and per-seat pricing. Ziikly is the flat-price, read-only version: connect your existing tools, search one email, and see the full 360-degree customer view in seconds — no data model, no data warehouse, no six-figure rollout.

How is Ziikly different from a CRM, analytics dashboard or Salesforce Customer 360?+

CRMs only show what you enter or sync into them, analytics dashboards aggregate numbers, and Salesforce Customer 360 requires a data model and per-seat licenses. Ziikly reads your real tools directly with read-only keys, so the view reflects actual data from Stripe, Bokio, Shopify, your courses, email and more — no manual entry, no copying into a new database, no per-seat cost. See how Ziikly compares to Salesforce Customer 360.

Do I need a data warehouse or integration platform to get this?+

No. Ziikly connects to each tool with a restricted read-only API key and builds the unified view for you. No data warehouse, no ETL, no middleware — you paste keys and search within minutes.

Can I see a customer's full history across payments, courses and email?+

Yes. Search a customer's email once and Ziikly queries every connected system in parallel — payments and revenue, purchases and course progress, subscriber state, tickets, tasks and upcoming meetings all appear side by side.

Is it free to start?+

Yes — Ziikly is free for everyone right now, no card required. All integrations and team members are included during this freemium phase.

Related ways to use Ziikly

Build your unified customer view today. Free.

Connect a couple of tools with read-only keys and search a real customer in minutes. No card required — Ziikly is free for everyone right now.

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