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Cauzzy AI Customer Intelligence
Know your customers beyond the dashboard.
Process Areas: Finance & AccountingSales & Marketing Industries: ManufacturingWholesaleDistributionRetailSoftwareServices
Summarizes customer health, purchasing behavior, profitability, and risk spotting expansion opportunities and early warning signs.
Customer Intelligence builds a customer 360 view from NetSuite transactions and master data. It highlights revenue/margin trends, buying frequency, product mix, payment behavior, open AR, support signals (if available), and key changes over time. It recommends next-best actions for retention and expansion.
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Built by:
Version1.0.0
PublishedFeb 2026
Requirements
- Cauzzy AI Platform
- NetSuite (required data access)
Contact Partner
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