Compare 360 View CRM and Redtail Technology 
At a Glance
Market Segments
Mid-Market (58.3% of reviews)
Small-Business (92.0% of reviews)
Entry-Level Pricing
No pricing available
Contact Us
360 View CRM
Star Rating
(12)4.4 out of 5
Market Segments
Mid-Market (58.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about 360 View CRMRedtail Technology
Star Rating
(266)4.4 out of 5
Market Segments
Small-Business (92.0% 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.
- 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.
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
8.8
7
8.6
184
Ease of Use
8.3
7
8.7
206
Ease of Setup
Not enough data
8.5
116
Ease of Admin
Not enough data
8.7
62
Quality of Support
8.6
7
8.8
174
Has the product been a good partner in doing business?
Not enough data
9.0
64
Product Direction (% positive)
8.3
7
8.5
185
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
107
Platform Additional Functionality
Not enough data
7.6
100
8.9
6
8.7
118
8.0
5
7.9
96
Not enough data
7.6
101
8.3
5
6.6
80
Platform Reporting and Analytics
8.6
6
8.0
94
9.0
5
6.9
78
Customer Support
8.1
7
8.4
97
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
99
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
16.7%
Telecommunications
8.3%
Real Estate
8.3%
Marketing and Advertising
8.3%
Information Technology and Services
8.3%
Other
50.0%
Financial Services
86.7%
Investment Management
5.3%
Insurance
2.2%
Accounting
1.8%
Marketing and Advertising
1.3%
Other
2.7%
Alternatives
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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