See the customer who is driftingbefore they leave.
M360 brings together each customer’s history, spots the ones who need attention and gives every account manager the next action, with its reason. Your tools stay in place.
You have the data. What you lack is a way of working.
CRM, billing, support, field service, notes: each system knows part of it. Nobody sees the whole.
Managers work from spreadsheets. Follow-up depends on each person’s memory and discipline.
Dashboards say what happened. They don’t say what to do, or who should do it.
Every action is tied to a business outcome.
In M360, a work queue, a module or a recommendation exists because it serves one of these four outcomes.
Overdue invoices, promises to pay, follow-ups.
Repeat service issues, avoidable dispatches, duplicate work.
Churn prevented, service recovery, customer health.
Upsell, reactivation, account expansion.
One customer, four ways to see them.
Start the day with the right customers.
Work arrives in queues: customers to contact today, overdue follow-ups, scheduled callbacks, customers you can’t reach.
- Each row shows the risk, its reasons, the balance and the recommended next action.
- The M-Core recommendation comes with its reason and a draft message to edit.
- After the call, an outcome is logged: reached, callback requested, message left, escalated.
- Atlas accountTwo overdue invoicesFollow-up · CollectionsCash recovered
- Northeast accountRenewal in 30 daysReview callRevenue protected
Call before Friday and offer a payment arrangement.
Why: two overdue invoices, no contact in 21 days, customer for six years.Everything you need to know before calling.
The record brings together profile, financial position, service, history and recommendations, with actions to call, write or escalate.
- Customer health and risk, with the signals that explain them.
- A relationship memory you can ask: “Has this customer had repeat issues?”
- A shared activity log: who spoke to the customer, when, and what was promised.
- Three service interruptions this month
- Usage down for eight weeks
- $2,400 balance at 45 days
- Nov 12Call · callback requested
- Nov 4Support ticket closed
- Oct 28Follow-up email
See where the team stands, during the day.
The manager tracks portfolio coverage, progress against today’s target and value at risk.
- Risk by region, segment or customer tier.
- Quality reports to spot who needs coaching.
- Portfolios to rebalance when someone is overloaded.
Connect the teams’ work to financial results.
Leadership sees active value, value at risk, customers at risk, collections and team adoption.
- Each initiative shows its target outcome, module, team and metric.
- Decisions proposed by M-Core and the ones that were acted on.
- Enough to decide where to step in, without waiting for the month-end report.
M-Core decisions: 214 proposed · 163 acted on
Turn on what you need.
Each module defines its target outcome, required data, metrics, roles, work queues, steps and possible outcomes.
A loop that improves with every action.
- ConnectWe connect your sources: CRM, billing, support, field service, phone system.
- StandardizeData is mapped to a common model: customers, accounts, contracts, invoices, services, interactions.
- ConfigureModules, metrics, steps, owners and targets are set for your business.
- RecommendM-Core proposes the next action and prepares the message or call script.
- RecordEvery action and its outcome are kept, with the person who decided.
- LearnResults go back to M-Core, which adjusts its recommendations.
M360 shows the work. M-Core understands it.
M-Core is Minecore’s intelligence. M360 gives it the customer’s context; M-Core returns a reasoned decision.
- Your teamChooses and acts
- M360Work queues, customer record, outcomes
- M-CoreRecommendations, drafts, memory
- Your toolsCRM, billing, support, phone system
The next action, its priority and the rule behind it.
Messages and call scripts prepared, editable before sending.
Policies, procedures and ways of working become the frame for recommendations.
The human choice is recorded with the account, the person and the recommendation.
Accounts, sites, equipment, interactions, unresolved issues and trends over time.
If M-Core is unavailable, work queues stay available and local rules take over.
Configured for your business, not custom-coded.
Criteria, weights, thresholds and handling of missing data.
Steps, statuses, possible outcomes, cadences and assignment rules.
Metrics, targets, segments and outcome definitions.
Vocabulary, languages, currencies and message templates.
Every setting has an owner, a scope and a version. A customer without configuration never silently inherits another’s rules.
M360 replaces neither your CRM nor your reports.
| A CRM | A BI dashboard | M360 | |
|---|---|---|---|
| The question | Who is this customer? | What happened? | Who to call today, why, and who owns it? |
| The data | Its own. | Copies for reporting. | All your sources, mapped to a common model. |
| The action | Entered by hand. | None. | Recommended next action, draft, follow-through to the outcome. |
| What is measured | The sales pipeline. | Metrics. | Cash recovered, cost avoided, revenue protected, new revenue. |
M360 plugs into your CRM and your reports. It adds what is missing between them: today’s work.
An environment of your own, not a shared database.
Each customer gets its own environment: dedicated hosting managed by Minecore, your cloud account or your infrastructure.
Account manager, team lead, leadership, administrator: each sees what concerns them.
A partner only accesses the customers assigned to them, and every action they take is logged.
Keys and passwords live in a secrets manager, never displayed or written to logs.
No customer’s data is read from another customer’s environment.
It can be exported if you change solutions.
For personal information in Quebec, see the Law 25 section of the Operator Pro page.
To be clear.
- It doesn’t replace your CRM, your ERP or your billing system.
- It isn’t one more dashboard: reports are only one of its outputs.
- It doesn’t put your data in a database shared with other companies.
- It doesn’t require recoding everything for each customer.
Installed with you, then improved.
- DiscoveryYour customers, your teams, your tools and the first outcome to target.
- DataYour sources declared, connected and checked.
- ConfigurationModules, work queues, steps and metrics.
- TrainingEach role learns its routine: daily, weekly.
- Go-liveA full checklist before opening.
- ImprovementRules and recommendations evolve with results.
With Operator Pro, we install M360 on your tools and run it with you every month.
See Operator ProFor companies that manage many customers and accounts.
Questions we get asked.
Do we need to change CRM?
No. M360 connects to your CRM and your other tools. It doesn’t replace them.
What data do we need?
What you already have: customers, accounts, contracts, invoices, service, interactions. We connect it and map it to a common model.
Does the AI act on its own?
No. M-Core recommends and prepares. A person chooses, and that choice is recorded.
Where is our data?
In an isolated environment of your own: with Minecore, in your cloud account or on your infrastructure.
What if M-Core is unavailable?
Your teams keep working: queues stay available, local rules take over and the status is shown.
Who uses it on our side?
Account managers, team leads, leadership and an administrator on your side.