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Compare 360 View CRM and Practifi 
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At a Glance
Market Segments
Mid-Market (54.5% of reviews)
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$120.00 Per Month
360 View CRM
Star Rating
(11)4.3 out of 5
Market Segments
Mid-Market (54.5% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about 360 View CRMPractifi
Star Rating
(76)4.3 out of 5
Market Segments
Small-Business (73.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$120.00 Per Month
Browse all 2 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Reviews say that 360 View CRM excels in Forecasting with a score of 9.0, where users appreciate its ability to provide accurate sales predictions, while Practifi falls short with a score of 6.0, indicating less reliability in this area.
- Users report that 360 View CRM's Dashboard functionality is highly rated at 8.9, offering customizable views that help track key metrics effectively, whereas Practifi's dashboard, rated at 8.4, lacks some of the advanced customization options that users desire.
- Reviewers mention that 360 View CRM shines in Campaign Management with a score of 8.6, highlighting its robust tools for tracking and managing marketing campaigns, while Practifi's score of 5.9 suggests it may not meet the needs of users looking for comprehensive campaign features.
- Users on G2 indicate that 360 View CRM provides superior Customer Support Portal features, scoring 9.0, which users find helpful for quick resolutions, compared to Practifi's score of 7.9, where users feel the support could be more responsive.
- G2 users report that 360 View CRM's Lead Management capabilities, rated at 8.6, are particularly effective for tracking and nurturing leads, while Practifi's score of 6.7 suggests it may not offer the same level of functionality or ease of use in this critical area.
- Users say that 360 View CRM's Task Management features, with a score of 7.2, provide a solid framework for organizing tasks, but Practifi outperforms with a score of 8.7, indicating a more intuitive and user-friendly approach to managing tasks.
Pricing
Entry-Level Pricing
360 View CRM
No pricing availablePractifi
Additional User Subscription
$120.00
Per Month
Once the base platform subscription has been applied, additional licenses are priced at $120 USD per user / per month. Minimum one year term.
- Free upgrades
- Knowledgebase Access
- Technical configuration & ongoing training
Free Trial
360 View CRM
No trial information availablePractifi
No trial information availableRatings
Meets Requirements
8.6
6
8.5
66
Ease of Use
8.1
6
8.0
67
Ease of Setup
Not enough data
6.5
53
Ease of Admin
Not enough data
7.0
51
Quality of Support
8.6
6
8.3
65
Has the product been a good partner in doing business?
Not enough data
8.5
51
Product Direction (% positive)
8.1
6
8.4
66
Features by Category
Content
7.8
6
7.7
59
Platform Additional Functionality
Not enough data
7.2
55
8.9
6
8.4
60
8.0
5
8.8
55
Not enough data
6.9
51
8.3
5
7.3
51
Platform Reporting and Analytics
8.6
6
7.9
58
9.0
5
6.0
48
Customer Support
7.8
6
8.1
52
9.0
5
8.0
53
7.8
6
7.2
56
8.3
6
7.1
49
Marketing Automation
8.6
6
5.9
40
8.6
6
6.8
45
8.1
6
5.8
44
Sales Force Automation
7.5
6
7.6
54
7.2
6
8.7
60
7.0
5
6.1
41
7.7
5
5.5
36
8.7
5
5.9
36
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
360 View CRM and Practifi are categorized as Financial Services CRM
Unique Categories
360 View CRM has no unique categories
Practifi has no unique categories
Reviews
Reviewers' Company Size
360 View CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Practifi
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
18.2%
Real Estate
9.1%
Marketing and Advertising
9.1%
Information Technology and Services
9.1%
Education Management
9.1%
Other
45.5%
Financial Services
88.0%
Investment Management
9.3%
Insurance
1.3%
Information Technology and Services
1.3%
‐
Other
0.0%
Alternatives
Discussions
360 View CRM has no discussions with answers
Is Practifi owned by Salesforce?
1 Comment
Official Response from Practifi
No, Practifi is a private and independently owned entity. Our product leverages the power and capabilities of the Salesforce platform so we view them as a...Read more
How much does Practifi cost?
1 Comment
Official Response from Practifi
US product pricing is $1,200 per org per month which includes 10 standard Practifi licenses and everything you need to get started with Practifi. Additional...Read more
What does Practifi do?
1 Comment
Official Response from Practifi
Practifi is a performance optimization platform that helps wealth management firms turn data into insight, action and excellence at scale.Read more
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