# Customer tracking software: one customer card | Corex360 > Corex360 keeps opportunities, quotes, contracts, files and meetings on one customer card, with the lifecycle stage and relationship score at the top. Source: https://www.corex360.com/en/solutions/customer-tracking-software Last updated: 2026-09-29 --- [Home](https://www.corex360.com/en) [Solutions](https://www.corex360.com/en/solutions) Customer tracking software Customer tracking software # Customer tracking software: the whole history on one card. Customer tracking software is a tool that keeps the meetings, quotes, contracts and files about a customer on one record. In Corex360 that record is the CRM (customer relationship management) customer card: contacts, representatives, tasks, opportunities, quotes, contracts, projects, files and meetings sit in its tabs. Messages, calls and email link to the same person, so the date of the last contact is clear. [Request a demo](https://www.corex360.com/en/contact?konu=crm#form)What the customer card holds ![A single reception desk in a bright lobby over the Bosphorus] One customer card · conceptual Short answer Corex360 customer tracking is the customer card inside the CRM: the lifecycle and relationship score sit at the top, opportunities, quotes, contracts, projects, files and meetings in tabs, and messages, calls and email link to the same person. When choosing customer tracking software, first ask whether everything about a customer sits on one record. If the meeting note is in a notebook, the quote in an Excel file, the contract in a folder, the last email in an inbox and the WhatsApp thread on a salesperson's phone, what you have is a scattered archive. In Corex360 that record is the CRM customer card. Its header shows the customer's lifecycle, relationship score and assigned representatives; contacts, tasks, opportunities, quotes, contracts, projects, files and meetings sit in its tabs. Because messages, calls and email link to the same person, the last contact's date is on record. The contract's start and end dates show on the card too, so the renewal day does not rely on memory. Invoices are issued in the Accounting module on the same core. Existing customer records move over when you switch. Access follows the role, and data is kept in a company-only space on Corex360 Cloud or on your own server. Today ## Why does customer history stay with the salesperson? The customer sits in a spreadsheet or a customer tracking book, the conversation on a salesperson's phone, the quote in an email, the contract in a folder. Who talked to whom and when, which quote is open, which contract is ending: these questions go to someone every time, because the answer is not in one place. When the salesperson is on leave the customer explains everything again, and a hot lead with no clear caller goes cold. ### A list, but no history The customer row in a spreadsheet holds a name and a phone number; meetings, quotes and contracts live in other files. ### Conversations stay on phones The thread with the customer sits in a salesperson's pocket; when that person is on leave, the customer explains everything again. ### A hot lead goes cold If nobody knows who should call, an interested customer is left without follow-up and nobody notices. The customer card ## From contacts to contracts, everything in a tab. At the top of the Corex360 customer card sit the lifecycle stage, the relationship score, the assigned representatives and this week's tasks. The tabs open the customer's whole record. The overview lists recent opportunities, key notes and recent activities; open opportunities, active contracts and open tasks sit in separate boxes. - **Lifecycle** The card marks which stage the customer is in: prospect, in contact, opportunity, customer or loyal customer. - **Tabs** Overview, contacts, representatives, tasks, opportunities, quotes, contracts, projects, finance, files, Drive, meetings, activities, logs and portal access. - **Contacts linked** Messages, calls and email link to the same person; the date of the last contact is clear. How the channels connect is on the [Unify channels](https://www.corex360.com/en/solutions/unify-channels) page. - **Open work in boxes** Open opportunities, active contracts and open tasks sit in separate boxes; recent opportunities, key notes and recent activities are listed on the overview. The whole card is on the [CRM (customer relationship management) software](https://www.corex360.com/en/modules/crm) page. **Customer card** illustrative - Lifecycle **Opportunity** - Representative **Assigned** - Open work **Opportunity · contract · task** - Last contact **With its date** Stage · Score and representative at the top of the card. ![A brass phone and a closed folder on a marble console in an office over the Bosphorus] The customer list ## Who to call shows on the list. In Corex360 the customer list opens as a list or a kanban; it can be grouped and filtered by status, and it carries individual and corporate badges. The opportunity screen counts unanswered opportunities, those with no planned activity and untracked hot ones separately; where the customer came from stays on the opportunity, and their files sit in the Files and Drive tabs of the card. - **Untracked opportunities counted** The opportunity screen counts unanswered opportunities, those with no planned activity and untracked hot ones separately. - **Source on record** Where the customer came from stays on the opportunity: WhatsApp, website, email, phone, referral, office or site visit. - **Activity screens** The activity center, my tasks, meetings, appointments, notes and the agenda sit inside the CRM ([customer relationship management](https://www.corex360.com/en/blog/what-is-crm)); customer support tickets are in the same module. - **Files on the record** The customer's files sit in the Files and Drive tabs of the card, inside the record they belong to. **Customers** illustrative - View **List or kanban** - Filter **By status** - Badge **Individual · corporate** - Opportunity **Untracked hot counted apart** View · The list is grouped and filtered by status. ![Pastel glass discs gathering into one above marble] How it works ## How does customer tracking software work? In Corex360 the customer is written once and the history builds up on the card. The card opens from the quick-create menu on the start screen, and existing records are moved over together. The assigned representatives are written at the top of the card; messages, calls and email link to the same person. Opportunity, quote and contract sit in the card's tabs, and invoices are issued in the Accounting module on the same core. - 01 **The card opens** A new customer card opens from the quick-create menu on the start screen; existing customer and contact records are moved over together. - 02 **A representative is assigned** The assigned representatives and the relationship score sit at the top of the card; who looks after the customer is written on it. - 03 **Contacts build up** Messages, calls and email link to the same person; meetings and activities sit in their own tabs. - 04 **Sales tie to the card** Opportunity, quote and contract sit in tabs of the same card; sales and purchase invoices are issued in the Accounting module, in the same core as the customer card. What changes ## What changes when the customer is on one card? Because meetings, quotes, contracts and files sit in tabs of the same Corex360 card, the customer's history stays with the company when a salesperson changes; unlike a note in a record book, it does not leave with one person. Because an opportunity with no planned activity is counted apart, a customer left without follow-up shows on the list. Access is role-based; each user sees only the records within their role and works on the card within that role. ### History on one card Meetings, quotes, contracts and files in tabs of the same card. ### The untracked shows An opportunity with no planned activity is counted apart. ### Everyone within their role Access is role-based; each user sees the records within their role. ## See it with your own customer card. We build the demo with your customer list, your representatives and your sales stages. In the call you watch a customer's card in Corex360, the open opportunity, quote and contract in its tabs, and the date of the last contact, using an example from your own customers. You can reach us through the demo form, WhatsApp or phone; if you have a question, write to us directly. [Request a demo](https://www.corex360.com/en/contact?konu=crm#form)[WhatsApp](https://wa.me/905321323288)[+90 532 132 32 88](tel:+905321323288) Corex360 modules ## Which modules feed the customer card? The customer card is the record where the modules meet. The CRM (customer relationship management) holds the card, opportunity, quote and contract; Messaging links WhatsApp, Instagram and web chat, the PBX links calls, and Email links the connected Gmail account to the same person. Invoices sit in the Accounting module, projects in the Projects module, files inside the record in Corex Drive, and [Corex360 Security](https://www.corex360.com/en/security) manages access by role. ### CRM Card, opportunity, quote, contract. ### Messaging WhatsApp, Instagram, web chat. ### PBX Calls link to the person. ### Email A Gmail account connects. ### Accounting Invoices issued in the same core. ### Projects Projects in a tab of the card. ### Corex Drive Files inside the record. ### Corex360 Security Role-based access. Open topics ## Which details come up in the demo? Some details of the Corex360 customer card are discussed in the demo call using your own data: which records the relationship score at the top of the card is built from, whether a departing salesperson's cards can be handed over to a new representative and how that is done today, which fields your spreadsheet is moved with, and whether a record from another channel can be matched to the same person. - **Relationship score** Which records the score is built from. - **Change of representative** Whether a departing salesperson's cards can be handed over, and how that is done today. - **Data transfer** Which fields your spreadsheet is moved with. - **One person** Whether a record from another channel can be matched to the same person, and how that is done today. FAQ ## About customer tracking, what people ask. The questions a team asks when looking at customer tracking software, and Corex360's answers. ** 01 What is customer tracking software? ** Customer tracking software keeps the meetings, quotes, contracts and files about a customer on one record. In Corex360 that record is the CRM customer card: the lifecycle stage and relationship score sit at the top, and contacts, opportunities, quotes, contracts, projects and files sit in its tabs. The daily routine is covered in [how to track customers](https://www.corex360.com/en/blog/customer-tracking). ** 03 Can we move our customer spreadsheet? ** Existing customer and contact records are moved into Corex360 together with you. What to check during the move is gathered in [the CRM migration checklist](https://www.corex360.com/en/blog/crm-migration-checklist). ** 05 What happens to a customer when the salesperson is on leave or leaves? ** Meetings, quotes and files sit on the customer card in Corex360, not on the salesperson's phone. The assigned representatives show at the top of the card. ** 07 How do I see which customer is left without follow-up? ** The opportunity screen counts unanswered opportunities, those with no planned activity and untracked hot ones separately. The customer list is filtered by status and grouped; when a rule breaks, X AI opens a task and assigns it. ** 09 What should I check when choosing customer tracking software? ** Check whether every channel lands on the same customer card, whether quotes, contracts and payments show on that card, and whether data is kept in the cloud or on your own server. In Corex360 WhatsApp, Instagram and web chat gather in one inbox, and messages, calls and email meet on the same customer card. ** 02 Is an account card the same as a customer card? ** An account card is accounting's record of what is owed; a customer card is the record of the relationship. In Corex360 sales and purchase invoices are issued in the Accounting module, in the same core as the customer card; access is role-based, and each user sees the records within their role. The difference is explained in [account card and customer card](https://www.corex360.com/en/blog/account-card-vs-customer-card). ** 04 What do the lifecycle and relationship score show? ** The lifecycle marks whether the customer is a prospect, in contact, an opportunity, a customer or a loyal customer. The relationship score and assigned representatives show at the top of the card. ** 06 Can the customer see their own project and quote? ** A customer panel can be opened for a company that is a customer; there they see their project, quotes and conversations and open support tickets. The card has a Portal Access tab for this. ** 08 Where is customer data kept, who sees it? ** The customer card sits on Corex360 Cloud or on your own server; the choice is written in the agreement. Access is role-based, each user sees only the records within their role, and personal data is processed under KVKK (Turkey's personal data protection law). ## Read more on this - [how to track customers](https://www.corex360.com/en/blog/customer-tracking) - [account card and customer card](https://www.corex360.com/en/blog/account-card-vs-customer-card) - [the CRM migration checklist](https://www.corex360.com/en/blog/crm-migration-checklist) - [Corex360 modules: what each module does](https://www.corex360.com/en/modules) - [Who builds Corex360](https://www.corex360.com/en/about) Related articles ## Keep reading. [Back to the blog](https://www.corex360.com/en/blog) [Customer tracking Is the account card the same as the customer card The account card follows the money, the customer card follows the relationship. Why they get mixed up, what two cards cost, and how one record joins them. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/account-card-vs-customer-card)[CRM What is mobile CRM, and what should the phone in the field show Mobile CRM is the use of a CRM that opens the customer record, tasks, and approvals on a phone; a salesperson or manager in the field reads the card, writes the note, and sees what is waiting without going back to the office. Its value comes from the phone showing the same record as the office. Date 28 September 2026 Read the article](https://www.corex360.com/en/blog/what-is-mobile-crm)[CRM CRM data migration: exporting, mapping fields, and running both systems for a while Moving data when switching CRM is the work of getting the old system's records out in full and placing them in the right fields of the new one. The period when both systems run side by side is part of that work too. Date 25 September 2026 Read the article](https://www.corex360.com/en/blog/switching-crm-moving-your-data)[CRM CRM migration checklist: moving from Excel step by step A CRM migration checklist is a list that writes down in advance how the Excel customer list is cleaned, how columns map to fields, how phone and date formats are unified, how the team is prepared, and when the old file closes. Date 24 September 2026 Read the article](https://www.corex360.com/en/blog/crm-migration-checklist)[CRM Customer tracking in Excel or a CRM: which one, and when Tracking customers in Excel is a method that works where one person keeps the list; once several people touch the same customer, a CRM is needed. The time to leave the spreadsheet shows itself through a few recurring events. Date 24 September 2026 Read the article](https://www.corex360.com/en/blog/excel-or-crm)[CRM What drives CRM cost: the decisions behind the price table CRM cost is the sum of users, module scope, hosting, data migration, integrations, setup, and training. Without quoting figures: those items, and what to ask a vendor when you get a quote. Date 23 September 2026 Read the article](https://www.corex360.com/en/blog/what-drives-crm-cost) Other solutions ## Which need is yours? Corex360 solution pages come in two groups. Pages by role follow a working day of the manager, the sales team, the field team, accounting and HR, customer service, the project manager and the architecture practice. Pages by need take one job each: customer tracking, [quote tracking](https://www.corex360.com/en/blog/quote-follow-up), leave tracking, unifying channels, handing follow-up to the assistant, measuring the team, or the hosting decision. All of them run on the same Corex360 core. [Manager One list in the morning, one screen all day. Corex360 for the manager: pending approvals, risks, team pulse and field status in one briefing every morning. Open the page](https://www.corex360.com/en/solutions/managers)[Sales team Every conversation on the card, every quote followed. Corex360 for the sales team: WhatsApp, Instagram, email and calls on the same customer card; the price question becomes an opportunity, the opportunity a quote, the quote a contract, all on one card. Open the page](https://www.corex360.com/en/solutions/sales-teams)[Field and operations The field is on the road, the record is at the centre. Corex360 for field and operations: vehicle tracking, projects and the customer record on the same core. Open the page](https://www.corex360.com/en/solutions/field-operations)[Accounting and HR Leave, attendance, on one record. Corex360 for accounting and HR: clock-ins land on the staff card; leave, advance and overtime requests run through an approval flow, and the approval is logged. Open the page](https://www.corex360.com/en/solutions/accounting-hr)[Unify channels Three channels, one card, one person. The same customer writes on Instagram in the morning, sends a photo on WhatsApp at noon, calls the office line in the evening. Open the page](https://www.corex360.com/en/solutions/unify-channels)[Hand it to the assistant X AI does the follow-up, you make the decision. X AI is the artificial-intelligence assistant inside Corex360. Open the page](https://www.corex360.com/en/solutions/hand-it-to-the-assistant)[Measure the team fairly The score comes from the work, the effort becomes visible. If the one who arrives early but does not finish and the one who arrives late but closes the job sit in the same table, the measure is wrong. Open the page](https://www.corex360.com/en/solutions/measure-the-team-fairly)[Run on your own server Your data, your hosting choice. Corex360 Cloud or your own server: the choice is yours and is written into the agreement. Open the page](https://www.corex360.com/en/solutions/on-your-own-server) ## Sources - [Personal Data Protection Law (mevzuat.gov.tr)](https://www.mevzuat.gov.tr/mevzuat?MevzuatNo=6698&MevzuatTur=1&MevzuatTertip=5) Last checked 25 September 2026