Compare 360 View CRM and Wealthbox CRM 
Featured Products
At a Glance
Market Segments
Mid-Market (58.3% of reviews)
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$59.00 Per Month
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 CRMWealthbox CRM
Star Rating
(106)4.6 out of 5
Market Segments
Small-Business (94.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$59.00 Per Month
Browse all 4 pricing plans360 View CRM vs Wealthbox CRM
- Reviewers felt that Wealthbox CRM meets the needs of their business better than 360 View CRM.
- When comparing quality of ongoing product support, reviewers felt that Wealthbox CRM is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Wealthbox CRM over 360 View CRM.
Pricing
Entry-Level Pricing
360 View CRM
No pricing availableWealthbox CRM
Basic
$59.00
Per Month
Price is per user / month when billed annually
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
Free Trial
360 View CRM
No trial information availableWealthbox CRM
Free Trial is available
Ratings
Meets Requirements
8.8
7
9.1
81
Ease of Use
8.3
7
9.3
81
Ease of Setup
Not enough data
8.8
27
Ease of Admin
Not enough data
9.5
18
Quality of Support
8.6
7
8.8
79
Has the product been a good partner in doing business?
Not enough data
9.4
18
Product Direction (% positive)
8.3
7
8.8
70
Features by Category
Conversation Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Workflow
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Compliance
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
Insights
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
7.8
6
7.8
52
Platform Additional Functionality
Not enough data
8.3
48
8.9
6
8.8
59
8.0
5
8.7
50
Not enough data
8.5
53
8.3
5
7.7
38
Platform Reporting and Analytics
8.6
6
7.4
51
9.0
5
6.3
32
Customer Support
8.1
7
8.4
48
9.0
5
8.3
47
7.8
6
8.4
50
8.3
6
8.2
35
Marketing Automation
8.6
6
7.1
30
8.6
6
7.8
43
8.1
6
6.6
30
Sales Force Automation
7.5
6
7.9
51
7.2
6
9.1
53
7.0
5
6.7
23
7.7
5
6.8
21
8.7
5
7.7
25
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
360 View CRM and Wealthbox CRM are categorized as Financial Services CRM
Unique Categories
360 View CRM has no unique categories
Wealthbox CRM is categorized as AI Assistants for Financial Services
Reviews
Reviewers' Company Size
360 View CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Wealthbox CRM
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
94.3%
Investment Management
3.8%
Insurance
1.9%
‐
‐
Other
0.0%
Alternatives
Discussions
360 View CRM has no discussions with answers
What does wealthbox do?
4 Comments
AH
It's a CRM designed especially for client-facing professionals in the insurance and investment industry.Read more
Does Calendly integrate with Wealthbox?
1 Comment
JH
No Calendly does not integrate with Wealthbox. But there is an easy workaround. First, integrate Wealthbox with Google Calendar two-way sync. Then...Read more
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