The customer 360 view

One company: pipeline, invoices, cases, projects and campaigns on a single screen.

This is the financially-aware customer view: open any account to get everything about that company in one place — open opportunities, contacts, support cases, invoices and balance, projects, and the campaigns that touched them.

This is the anti-silo screen, and it only works because the modules share one database rather than syncing to each other.

Each section is present only if you are allowed it. A rep without the financial grant sees the pipeline and cases but no balances, and the screen says so. See Seeing financial detail from CRM.

A wider version is available from the API at /company/account/:id or /company/customer/:id, which starts from whichever identifier you have and returns the same joined picture.