# 360 View CRM vs Redtail Technology Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Redtail Technology excels in user experience, with many praising its intuitive interface that makes accessing client information and creating reports straightforward. Users appreciate features like workflow organization and meeting reminders, which enhance productivity.
- **According to verified reviews** , 360 View CRM is recognized for its comprehensive member relationship management capabilities. Users highlight its ability to provide a near-complete view of customer interactions, which aids in tracking both new and existing customers effectively.
- **Reviewers mention** that Redtail Technology has a strong support system, with users noting the helpfulness of customer service representatives. This support is often described as friendly and engaging, making the overall experience more enjoyable.
- **Users say** that while 360 View CRM offers robust automation features that streamline processes, some find it less user-friendly compared to Redtail Technology. This can lead to a steeper learning curve for new users trying to navigate its functionalities.
- **Reviewers highlight** that Redtail Technology's ease of setup is a significant advantage, with many users appreciating the quick onboarding process. This contrasts with 360 View CRM, where some users have expressed challenges in getting started.
- **According to recent feedback** , both products have their strengths in reporting, but users of 360 View CRM often commend its advanced reporting capabilities, which help in analyzing customer data effectively. However, Redtail Technology users also value its reporting features, particularly for managing KYC information.



| | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 11 | 268 | 
| **Largest Market Segment** | Mid-Market (54.5% of reviews) | Small-Business (92.4% of reviews) | 
| **Entry Level Price** | No pricing available | Contact Us | 

---
## Top Pros & Cons

### 360 View CRM

**Not enough data**

### Redtail Technology

Pros:
- Ease of Use (83 reviews)
- Helpful (39 reviews)

Cons:
- Missing Features (18 reviews)
- Limited Features (12 reviews)

---
## Ratings Comparison
| Rating | 360 View CRM | Redtail Technology | 
|---|---|---|
  | **Meets Requirements** | 8.6 (6 reviews) | 8.6 (186 reviews) | 
  | **Ease of Use** | 8.1 (6 reviews) | 8.6 (208 reviews) | 
  | **Ease of Setup** | Not enough data | 8.4 (118 reviews) | 
  | **Ease of Admin** | Not enough data | 8.7 (62 reviews) | 
  | **Quality of Support** | 8.6 (6 reviews) | 8.7 (176 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 9.0 (64 reviews) | 
  | **Product Direction (% positive)** | 8.1 (6 reviews) | 8.4 (187 reviews) | 

---
## Pricing

### 360 View CRM

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Redtail Technology

#### Entry-Level Pricing

Plan: Enterprise

Price: Contact Us

Description: Customizable plans with endless options available! Minimum license commitment is required. 

Key Features:
- Customize Your Plan

[Browse all 3 editions](https://www.g2.com/products/redtail-technology/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### SMS Marketing

| Product | Score | Reviews |
|---|---|---|
| **360 View CRM** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Text Messaging

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Bulk SMS** | Not enough data | Not enough data | 
| **Two-Way Text Messaging** | Not enough data | Not enough data | 
| **Text Scheduler** | Not enough data | Not enough data | 
| **Automatic Replies** | Not enough data | Not enough data | 
| **Automatic URL Shortening** | Not enough data | Not enough data | 
| **MMS Marketing** | Not enough data | Not enough data | 
| **Personalization** | Not enough data | Not enough data | 
| **Transactional SMS** | Not enough data | Not enough data | 

#### SMS Platform

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Automation** | Not enough data | Not enough data | 
| **White Label** | Not enough data | Not enough data | 
| **Text-to-Landline** | Not enough data | Not enough data | 
| **Short Codes** | Not enough data | Not enough data | 
| **API Integration** | Not enough data | Not enough data | 

#### Agentic AI - SMS Marketing

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Natural Language Interaction** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Email Backup

| Product | Score | Reviews |
|---|---|---|
| **360 View CRM** | N/A | N/A |
| **Redtail Technology** | 8.5/10 | 10 |

#### Functionality

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Compatibility** | Not enough data | 9.2 (10 reviews) | 
| **Sort and Filter** | Not enough data | 9.3 (10 reviews) | 
| **Conversion** | Not enough data | 7.8 (10 reviews) | 

#### Usability

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Batch Handling** | Not enough data | 7.7 (10 reviews) | 
| **Automated Scheduling** | Not enough data | 8.8 (10 reviews) | 
| **Granular Retention Management** | Not enough data | 7.2 (9 reviews) | 

#### Reliability

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Cloud-to-cloud Backup** | Not enough data | 8.3 (10 reviews) | 
| **Address detection** | Not enough data | 8.5 (10 reviews) | 
| **Security** | Not enough data | 9.7 (10 reviews) | 

#### Agentic AI - Email Backup

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Backup

| Product | Score | Reviews |
|---|---|---|
| **360 View CRM** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Management

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Disaster Recovery** | Not enough data | Not enough data | 
| **Remote Backup** | Not enough data | Not enough data | 
| **Storage Formats** | Not enough data | Not enough data | 
| **Scheduled Backups** | Not enough data | Not enough data | 
| **On-Demand Restoration** | Not enough data | Not enough data | 

#### Reporting

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Activity Monitoring** | Not enough data | Not enough data | 
| **Documentation** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 

#### Security

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Data Encryption** | Not enough data | Not enough data | 
| **Security and Compliance** | Not enough data | Not enough data | 
| **Deduplication ** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **360 View CRM** | 8.2/10 | 7 |
| **Redtail Technology** | 7.3/10 | 139 |

#### Content

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Automation** | 7.8 (6 reviews) | 7.1 (108 reviews) | 

#### Platform Additional Functionality

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | 7.5 (102 reviews) | 
| **Dashboard** | 8.9 (6 reviews) | 8.7 (118 reviews) | 
| **Cloud** | 8.0 (5 reviews) | 7.9 (96 reviews) | 
| **Mobility** | Not enough data | 7.6 (101 reviews) | 
| **Messaging** | 8.3 (5 reviews) | 6.6 (80 reviews) | 

#### Platform Reporting and Analytics

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Reporting** | 8.6 (6 reviews) | 7.9 (95 reviews) | 
| **Forecasting** | 9.0 (5 reviews) | 6.9 (78 reviews) | 

#### Customer Support

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Case Management** | 7.8 (6 reviews) | 8.4 (97 reviews) | 
| **Customer Support Portal** | 9.0 (5 reviews) | 8.0 (98 reviews) | 
| **Knowledge Base** | 7.8 (6 reviews) | 8.1 (102 reviews) | 
| **Support Analytics** | 8.3 (6 reviews) | 7.9 (94 reviews) | 

#### Marketing Automation

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Campaign Management** | 8.6 (6 reviews) | 7.0 (81 reviews) | 
| **Lead Management** | 8.6 (6 reviews) | 7.6 (90 reviews) | 
| **Marketing Analytics** | 8.1 (6 reviews) | 6.6 (82 reviews) | 

#### Sales Force Automation

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Pipeline Management** | 7.5 (6 reviews) | 6.9 (83 reviews) | 
| **Task Management** | 7.2 (6 reviews) | 8.2 (101 reviews) | 
| **Product and Price List Management** | 7.0 (5 reviews) | 6.1 (72 reviews) | 
| **Quote and Order Management** | 7.7 (5 reviews) | 5.9 (72 reviews) | 
| **Contract Management** | 8.7 (5 reviews) | 6.9 (73 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Decision Making** | Not enough data | 6.2 (18 reviews) | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Redtail Technology (3):** [SMS Marketing Software](https://www.g2.com/categories/sms-marketing), [Document Management Software](https://www.g2.com/categories/document-management), [Email Backup Software](https://www.g2.com/categories/email-backup)


---
## Reviewer Demographics

### By Company Size

| Segment | 360 View CRM | Redtail Technology | 
|---|---|---|
| **Small-Business** | 27.3% | 92.4% | 
| **Mid-Market** | 54.5% | 5.3% | 
| **Enterprise** | 18.2% | 2.3% | 

### By Industry

#### 360 View CRM

- **Financial Services:** 18.2%
- **Real Estate:** 9.1%
- **Marketing and Advertising:** 9.1%
- **Information Technology and Services:** 9.1%
- **Education Management:** 9.1%
- **Consumer Services:** 9.1%
- **Computer Software:** 9.1%
- **Computer Hardware:** 9.1%
- **Banking:** 9.1%
- **Airlines/Aviation:** 9.1%

#### Redtail Technology

- **Financial Services:** 86.8%
- **Investment Management:** 5.3%
- **Insurance:** 2.2%
- **Accounting:** 1.8%
- **Marketing and Advertising:** 1.3%
- **Information Technology and Services:** 0.9%
- **Retail:** 0.4%
- **Non-Profit Organization Management:** 0.4%
- **Medical Practice:** 0.4%
- **Consumer Services:** 0.4%

---
## Alternatives

### Alternatives to 360 View CRM

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (76 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)

### Alternatives to Redtail Technology

- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [HighLevel](https://www.g2.com/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [Close](https://www.g2.com/products/close/reviews) — 4.7/5 stars (2040 reviews)
- [ActiveCampaign](https://www.g2.com/products/activecampaign/reviews) — 4.4/5 stars (14690 reviews)
- [Birdeye](https://www.g2.com/products/birdeye/reviews) — 4.7/5 stars (4060 reviews)
- [Brevo Marketing Platform](https://www.g2.com/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2566 reviews)
- [Constant Contact](https://www.g2.com/products/constant-contact/reviews) — 4.1/5 stars (7392 reviews)
- [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) — 4.4/5 stars (5420 reviews)

---
## Top Discussions

### 360 View CRM

No discussions available for this product.

### Redtail Technology

- Title: [What is Redtail Imaging used for?](https://www.g2.com/discussions/what-is-redtail-imaging-used-for) — 1 comment
  > **Top comment:** "We use it as an internal file storage for Compliance"
- Title: [Will you now or in the future provide rmd calculations for Retirement and Inherited accounts?](https://www.g2.com/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) — 1 comment, 1 upvote
  > **Top comment:** "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..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/360-view-crm-vs-redtail-technology)