# Customer 360: Jestor template

Canonical URL: https://jestor.com/templates/customer-360/
Portuguese URL: https://jestor.com/pt/templates/customer-360/
Markdown URL: https://jestor.com/ai-search/templates-customer-360.md

## English Summary

A customer portfolio app that gathers commercial information, contacts, orders, receivables, and next actions in one record per customer. The portfolio dashboard shows revenue, average order value, overdue balance, and active customers, with details for managing each relationship.

## Portuguese Summary

Template em inglês da Jestor. A customer portfolio app that gathers commercial information, contacts, orders, receivables, and next actions in one record per customer. The portfolio dashboard shows revenue, average order value, overdue balance, and active customers, with details for managing each relationship.

## Detailed Facts (English)

Structure: Customer 360. Tables: Settings, Team, Customers, Contacts, Orders, Receivables, Notes, Next actions, History.

How it works: Select a customer from the portfolio to open their record. Review KPIs, filter orders and receivables, add a note, or schedule the next action. As orders and payments change, the KPIs reflect the portfolio records.

Details: The interface is designed for desktop and mobile. Segments, statuses, owners, and account information can be adapted to the operation. The template uses Jestor tables and requires no external integrations.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Customer 360. A customer portfolio app that gathers commercial information, contacts, orders, receivables, and next actions in one record per customer. Estrutura: Customer 360. Tabelas: Settings, Team, Customers, Contacts, Orders, Receivables, Notes, Next actions, History.

## Best Search Topics

- customer 360
- Customer 360
- operations

## When To Use This Page

Use this page when researching Jestor in relation to customer 360, Customer 360, operations.