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Financial CRM Software
360 View CRM reviews and summary
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. This tool is suited for a broad range of financial service providers, including banks, cr...
Best 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.
Starting price
Pricing not listed
Category
Financial CRM Software
Vendor
inBusiness Services
Key takeaways
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.
Quick facts
360 View CRM at a glance
Starting price
Pricing not listed
Vendor
inBusiness Services
Founded
2001
Location
United States
Category
Financial CRM Software
Ratings
360 View CRM ratings
There is not enough rating data for this software yet. Rating details will appear when reviews or reliable aggregate rating data are available.
Decision notes
360 View CRM pros and cons
Potential strengths
- Clear buyer-fit positioning is available in the profile data.
Points to verify
- Confirm current pricing, contract terms, and included plan details with the vendor.
- Confirm product-specific availability for category-level features before buying.
- There are no written reviews for this software yet.
Buyer fit
Who uses 360 View CRM?
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.
Feature research
360 View CRM features
These are common features buyers compare in Financial CRM Software. Product-specific availability should be confirmed with the vendor.
Live Activity Dashboard
A visual overview designed for monitoring real-time system or user activities.
System Notifications
In-system alerts and automated notifications to keep users informed of updates.
Customer Relationship Administration
Organize and streamline communication and relationships with existing clients.
Team Collaboration Suite
Features that enable team members to exchange files, message, and co-author projects in real-time.
Centralized Contact Database
A searchable database for organizing contact details, addresses, and social profiles.
Client Data Repository
A searchable digital archive containing comprehensive client profiles and data.
Centralized Document Control
Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.
Expenditure Logging
Maintain a comprehensive record of business-related expenditures and costs.
Comprehensive Financial Control
Gain a holistic view and manage the fiscal health of the entire organization.
Lead Lifecycle Tracking
Organize lead data and monitor their progression through the sales funnel.
Automated Marketing Tools
Streamline and analyze marketing efforts, including brand outreach and promotional campaigns.
Sales Pipeline Oversight
Monitor sales channel efficiency and adjust the flow and volume of potential deals.
Pricing
360 View CRM pricing
Starting price
Pricing not listed
Visit Website
Pricing model: Per Feature
Pricing can change. Confirm current plans and terms with the vendor.
Compare
360 View CRM alternatives
Compare 360 View CRM with other Financial CRM Software tools that buyers often evaluate.
Junxure Cloud by AdvisorEngine
Junxure Cloud, from AdvisorEngine, is a CRM built specifically for financial advisors by advisors, with a legacy of trust dating back to 2000 and over 1,400 wealth management firms...
Sticky Advisor by stickypages
Sticky Advisor is a service-oriented business tool focused on helping advisory practices succeed in their daily activities. The platform emphasizes a partnership model, working wit...
SatuitCRM by Satuit Technologies
SatuitCRM is a comprehensive software suite offering tailored solutions for buy-side asset managers, including firms in wealth management, hedge funds, private equity, and institut...
AdvisorEngine by AdvisorEngine
AdvisorEngine is an all-in-one, integrated technology platform built specifically for financial advisors and the firms that support them. It combines a wide array of essential func...
Engage by MeridianLink
Engage by MeridianLink is a cloud-based CRM and data analytics platform specifically crafted for financial institutions such as banks and credit unions. It moves beyond simple cont...
Senta by Senta
Senta is a cloud-based practice management software meticulously designed for accounting and bookkeeping firms. It goes beyond basic task management to offer a fully integrated pla...
equisoft/connect by Equisoft
equisoft/connect is a Customer Relationship Management (CRM) solution specifically configured and deployed to meet the distinct needs of insurance and wealth management professiona...
Software reviews
360 View CRM software reviews
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FAQ
360 View CRM FAQs
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.
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.
Pricing can change. Confirm current plans and terms with the vendor.
360 View CRM is listed in Financial CRM Software.
360 View CRM is listed with inBusiness Services as the vendor.
Buyers often compare 360 View CRM with other Financial CRM Software tools such as Wealthbox, Junxure Cloud, Sticky Advisor, SatuitCRM. Review ratings, pricing, and fit before choosing.
Yes. Use the Write a review button on this page to submit a software review for 360 View CRM.
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