360 View CRM Overview
What is 360 View CRM?
360 View CRM is a financial Customer Relationship Management tool engineered to help businesses scale their customer outreach and proactively promote retention. It provides features to manage and segment customer bases, enabling targeted communication and marketing efforts. A core focus of the platform is on employing cross-selling techniques—using customer data and insights to identify and promote additional relevant products or services to existing clients. By facilitating more personalized and timely engagements, 360 View CRM aims to help financial service providers deepen customer relationships, increase wallet share, and reduce customer attrition over time.
Who it's for:
This tool is suited for a broad range of financial service providers, including banks, credit unions, insurance agencies, and wealth management firms. It is targeted at sales, marketing, and relationship management teams tasked with growing revenue from existing customers and improving retention rates through strategic engagement.
Our verdict:
360 View CRM takes a pragmatic and revenue-focused approach to CRM, emphasizing scalable outreach and cross-selling. For financial institutions where growing customer lifetime value is a primary objective, this tool provides a structured framework to execute on that strategy. It is a solid choice for firms looking to move beyond basic contact management towards a more proactive and sales-oriented customer relationship model.
360 View CRM Details
360 View CRM Platforms supported
Cloud, SaaS, Web-Based
Desktop Chromebook
Desktop Linux
Desktop Mac
Desktop Windows
Mobile Android
Mobile iPad
Mobile iPhone
On-Premise Linux
On-Premise Windows
360 View CRM Support options
360 View CRM Training options
360 View CRM Typical customers
Freelancers
Small Businesses
Small to Mid size businesses
Mid size businesses
Mid to Large size enterprises
Large enterprises
Very Large enterprises
360 View CRM Pricing
Tiered pricing system
360 View CRM Features
Most valued 360 View CRM features by users
Activity Dashboard
Alerts/Notifications
Client Management
Collaboration Tools
Contact Management
Customer Database
Document Management
Expense Tracking
Financial Management
Lead Management
Marketing Automation
Pipeline Management
Relationship Tracking
Team Assignments
Territory Management
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