# The customer 360 view

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

Section: CRM · Canonical: https://intubu.intuitivecapital-dai.com/docs/crm-360

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](https://intubu.intuitivecapital-dai.com/docs/cross-workspace-visibility).

**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.