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Customer 360

A complete view of your customer, ready for action

Plauti unifies and cleans your Salesforce or Microsoft Dynamics 365 CE data into one 360-degree customer profile you can trust. With a single source of truth, your teams make faster decisions and build on the full customer story instead of a fragment of it.

Why enterprises choose Plauti

Built for teams running Salesforce or Microsoft Dynamics 365 CE at scale.

  • Native to Salesforce and Dynamics

    Runs inside Salesforce or Microsoft Dynamics 365 CE with no middleware, so admins configure and maintain it with tools they already know.

  • Built for large data volumes

    Matches and cleans records at enterprise scale without slowing down the rest of the org.

  • Customizable to fit your business

    Configure matching rules, fields, and workflows to match how your teams actually use your CRM.

Why a unified customer view matters

A 360-degree view pulls every customer record in your CRM into one accurate profile. Plauti keeps that data clean, validated, and complete, so sales, marketing, and service each work from the same customer story.

Team working on a laptop in an office space.

Bring scattered records into one reliable view

Disconnected records slow teams down and hide opportunities. Plauti centralizes your CRM data and validates it for consistency, so the insights you act on come from one clean dataset instead of a dozen conflicting ones.

Plauti Monitor: document your CRM data.

Deliver personalized customer experiences

Clean, structured CRM data feeds directly into tools like AI and Agentforce or Copilot, so campaigns and service responses reflect what you actually know about the customer. A unified view means every team personalizes from the same facts.

CX team ready to make another customer happy

Better collaboration across teams

When every department works from the same customer profile, sales knows what marketing sent and service knows what sales promised. That shared record keeps customer experiences consistent instead of contradictory.

Team of colleagues collaborating together, each working on a laptop.

Revenue Operations Manager & Certified Salesforce Administrator

Recommends the customer 360 solution

Incredibly helpful for data maintenance. Great to have on hand, especially for admins like me. Plauti's more intuitive, comprehensive approach has really paid off. I'd recommend it if the option arises.
Headshot of Robert Norris.

Robert Norris

Blackthorn.io

Blackthorn.io

Enterprise-grade service

Every plan includes a dedicated customer success team, full-service onboarding and implementation, business ROI reviews, and customization tailored to how your team works.