What Are Customers?
Customers are the people and organizations you work with. Whether they're clients, partners, vendors, or prospects, 314 Solutions gives you a single, organized place to keep track of every relationship - and connect those relationships directly to the work they're involved in.
Key Features
Customer management in 314 Solutions brings your contact data, search, and card associations together so you always know who's who - and who's working on what.
Customer Profiles
Create detailed customer records with all the information you need. Store names, contact details, company info, and more in one organized profile.
AI-Powered Search
Search customers using natural language. Just describe who you're looking for - "Show me all leads from last quarter" - and the AI finds them instantly.
Card Associations
Link customers to cards so you always know who's involved in what work. Browse all cards for a customer in one place.
Quick Lookup
Type-ahead search finds customers as you type, making it fast to locate anyone in your database. No more scrolling through long lists.
Full Customer Management
Create, update, and delete customer records with proper access controls. Keep your customer data accurate and up to date.
Saved AI Prompts
Save your most common AI search queries for customers so you can quickly re-run them. Your go-to searches are always one click away.
How to Use Customers
Getting started with customers is simple. Follow these five steps to build a well-organized, searchable directory of everyone you work with.
Create a Customer Profile
Add a new customer with their name, contact details, and company information so everything lives in one organized record.
Link Customers to Cards
Associate customers with the cards they're involved in so the right people are always connected to the right work.
Search with AI or Type-Ahead
Use natural language AI search to find customers by description, or type-ahead search to locate anyone instantly as you type.
Manage Customer Details
Update contact information, company details, and notes to keep every customer record accurate and current.
Browse Customer Cards
Open any customer to see every card they're associated with - projects, support tickets, and follow-ups all in one view.
Ready to Get Started?
Register for a free account and start organizing your customer relationships today.
