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Compare 360 View CRM and Redtail Technology 
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At a Glance
Market Segments
Mid-Market (54.5% of reviews)
Small-Business (90.8% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
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 CRMRedtail Technology
Star Rating
(210)4.3 out of 5
Market Segments
Small-Business (90.8% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Redtail Technology excels in its "Quality of Support" with a score of 8.8, which reviewers mention as being responsive and helpful, particularly for small businesses needing quick assistance.
- Reviewers mention that 360 View CRM shines in "Customer Support Portal" functionality, scoring 9.0, indicating that users appreciate the comprehensive resources available for troubleshooting and guidance.
- G2 users highlight that Redtail Technology's "Ease of Use" is rated at 8.6, with many users saying that the interface is intuitive and user-friendly, making it easier for teams to adopt the software quickly.
- Users on G2 report that 360 View CRM has a strong "Marketing Automation" feature set, particularly in "Campaign Management" and "Lead Management," both scoring 8.6, which reviewers say helps streamline their marketing efforts effectively.
- Reviewers mention that Redtail Technology's "Task Management" feature, rated at 8.8, is particularly beneficial for users who need to keep track of multiple projects and deadlines, enhancing productivity.
- Users say that 360 View CRM's "Forecasting" capabilities, scoring 9.0, provide valuable insights for sales teams, allowing them to make informed decisions based on data-driven predictions, which is a significant advantage over Redtail Technology in this area.
Pricing
Entry-Level Pricing
360 View CRM
No pricing availableRedtail Technology
Enterprise
Contact Us
Customizable plans with endless options available! Minimum license commitment is required.
- Customize Your Plan
Free Trial
360 View CRM
No trial information availableRedtail Technology
Free Trial is available
Ratings
Meets Requirements
8.6
6
8.6
181
Ease of Use
8.1
6
8.6
185
Ease of Setup
Not enough data
8.5
97
Ease of Admin
Not enough data
8.8
60
Quality of Support
8.6
6
8.8
171
Has the product been a good partner in doing business?
Not enough data
9.0
62
Product Direction (% positive)
8.1
6
8.5
182
Features by Category
Text Messaging
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
SMS Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - SMS Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
Not enough data
9.2
10
Not enough data
9.3
10
Not enough data
7.8
10
Usability
Not enough data
7.7
10
Not enough data
8.8
10
Not enough data
7.2
9
Reliability
Not enough data
8.3
10
Not enough data
8.5
10
Not enough data
9.7
10
Agentic AI - Email Backup
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Security
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
7.8
6
7.2
105
Platform Additional Functionality
Not enough data
7.5
93
8.9
6
8.6
114
8.0
5
7.9
95
Not enough data
7.6
100
8.3
5
6.6
80
Platform Reporting and Analytics
8.6
6
8.1
91
9.0
5
6.9
78
Customer Support
7.8
6
8.4
96
9.0
5
8.0
98
7.8
6
8.1
102
8.3
6
7.9
94
Marketing Automation
8.6
6
7.0
81
8.6
6
7.6
90
8.1
6
6.6
82
Sales Force Automation
7.5
6
6.9
83
7.2
6
8.2
95
7.0
5
6.1
72
7.7
5
5.9
72
8.7
5
6.9
73
Agentic AI - Financial Services CRM
Not enough data
6.5
17
Categories
Categories
Shared Categories
360 View CRM and Redtail Technology are categorized as Financial Services CRM
Unique Categories
360 View CRM 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.)
Redtail Technology
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
85.9%
Investment Management
5.3%
Insurance
2.4%
Accounting
1.9%
Marketing and Advertising
1.5%
Other
2.9%
Discussions
360 View CRM has no discussions with answers
Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?
1 Comment
HG
I am an end-user, but if I had to guess, I would say no. They are good at identifying RMD eligible clients, however, even custodians shy away from RMD...Read more
What is Redtail Imaging used for?
1 Comment
TK
We use it as an internal file storage for ComplianceRead more
Redtail Technology has no more discussions with answers
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