Customer 360 for sales action
See which valuable customers have stopped buying.
Bridgefold connects orders, invoices and contact history across systems to show the customer story, its value and the point when it is worth checking what changed.
Your existing systems stay. Bridgefold reconciles the data so your team can decide what to check next.
This example shows a valuable customer who has stopped buying and the source data behind the profile.
The systems shown in the demo are example data, not a list of ready integrations.
Choose a view
Northshore Supplies / Jordan Reed
Company number 08210012 / Manchester / 3 email addresses / 2 phone numbers
Customer timeline
- Wholesale invoice 8,900 GBPQuickBooks
- Asked for a returning-customer discountAircall
- Retail order 420 GBPAmazon
- Added finance team email aliasCSV import
one relationship instead of separate reports
they are not silently merged without evidence
Source records
Matched through VAT ID and phone. Different email addresses were kept as aliases.
clear evidence for a shared profile
no automatic merge simply because details look similar
A quick self-check
Do you have the full customer picture today?
Select what happens in your business. If you submit the form, we will include these answers with your enquiry.
Your systems stay. We take responsibility for a shared view of the data.
Bridgefold does not replace your CRM, OMS or invoicing software. It reconciles data where those tools only see their own part of the relationship.
- We connect
- Agreed data sources and records that belong to the same person or business.
- We explain
- Total customer value, history and the evidence behind record matching.
- We maintain
- Ongoing synchronisation, monitoring, automatic retries and fixes for failures in the agreed flow.
- We extend
- With a new data source, business rule or customer outcome when it becomes necessary.
The first response is written
Describe the data sources and the customer answer you cannot see today.
We will first assess whether the case is a fit and whether your current tools genuinely leave a gap.
This approach grew out of a real custom implementation. We are now testing which parts repeat across similar companies.
What happens after you enquire
- Written assessmentWe check whether the described case fits Customer 360.
- Invitation to a private pilotIf it does, we agree the scope and access without public self-service.
- Two exportsWe start with two agreed data exports, not your entire infrastructure.
- Opportunity queueWe show profiles and cases that need a decision, including valuable customers who stopped buying.
- do not include customer personal data in this form;
- a written reply within one working day;
- a call only after the initial written assessment.