# 360 View CRM Reviews **Vendor:** Abrigo **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.3/5.0 **Total Reviews:** 11 ## About 360 View CRM 360 View CRM is a web-based software that was developed by financial institutions for financial institutions. ## 360 View CRM Reviews ### 1. A step towards digital transformation **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** April 25, 2023 **What do you like best about 360 View CRM?** The software really helps us to manage our member relationships. We have an almost 360-degree view of our members' entire relationship. In addition, many of our former manual processes are now automated. It also helps our staff have total visibility regarding member communication. **What do you dislike about 360 View CRM?** The software does require a good deal of customization and it took a while to integrate our core processor into this solution. We also have a number of third-party relationships that also required integration. **What problems is 360 View CRM solving and how is that benefiting you?** This solution helps us to market to our members in a targeted, automated cadence and helps to give our staff 360-degree visibility regarding each member's complete relationship with us and the communications they have received. ### 2. Best CRM web based software **Rating:** 4.5/5.0 stars **Reviewed by:** Ayush M. | Area sales manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 20, 2022 **What do you like best about 360 View CRM?** It is very good and effective customer relationship management. It is very useful web based software. It is very cost effective too. It helps our company to have proper records with 360 view. It helps us to complete the customers needs and build customer trust on us.it helps to record all the useful records with us too. **What do you dislike about 360 View CRM?** The only thing that I do not like is that it is not supporting to provide any sales data. It will be more effective useful if this feature could be added onto this. **Recommendations to others considering 360 View CRM:** Any user can use it as it can easily customised as per business requirements. It is best CRM for all kind of financial services institutions. **What problems is 360 View CRM solving and how is that benefiting you?** It helps our company to keep CRM records with 360 view CRM.it understand s our business need very well and very easy to customise as per the requirements of the business. ### 3. Great crm for multitasking **Rating:** 4.5/5.0 stars **Reviewed by:** Nitish k. | Senior System Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about 360 View CRM?** 360 view CRM is the best tool which provides you the outreach scalability. This CRM helps a lot in customer retention through cross-selling techniques. 360 view CRM is a perfect CRM for scaling sales teams with high volume outreach. This CRM helps in customer profitability, automated marketing campaigns, goal tracking and more. **What do you dislike about 360 View CRM?** 1) 360 view CRM do not have a free version. 2) They should improve the quality of support. **What problems is 360 View CRM solving and how is that benefiting you?** This 360view CRM understands everyone business needs very well. It helped us in better customer retention. Its very easy to use and customize as per the requirements of the our business. We have used 360view crm to filter out the leads and prospects and it keeps great track of where they are in the sales cycle. ### 4. Its 360 Degree support System for company **Rating:** 5.0/5.0 stars **Reviewed by:** Mukund D. | Sales Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 03, 2022 **What do you like best about 360 View CRM?** This is the east CRM tool which fices flexibility to the user to navigate. This is very cost effective for small as well as mid consumer companies. the way this is desigend is super **What do you dislike about 360 View CRM?** The 360 degree CRM do not have plugins to support other information such as like salse data and product support information or Forecasting information this js the major drawback **Recommendations to others considering 360 View CRM:** This is a great tool and can be consider on of the options while buying CRM Tools **What problems is 360 View CRM solving and how is that benefiting you?** This js solving overall company supports and maintaining data od entire sales team this js not only helping sales team but also the entire company to manage the data ### 5. 360 View CRM review. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2022 **What do you like best about 360 View CRM?** With all businesses its important to keep proper records of customer opportunities, 360 View CRM makes that easier. Having proper records in 360 view kept me aware of ways to be able to upsell and offer options that I may not have thought of on my own. **What do you dislike about 360 View CRM?** As with all programs there is a learning period that must be handled. With 360 View I did find this to be a shorter adjustment period than with competitors I have worked with. **What problems is 360 View CRM solving and how is that benefiting you?** I recognized the benefits of 360 View in staying aware of changes as they were happening with customers. This shortened the sales cycle for things that otherwise would have taken more time to investigate. Any time life cycle can be shortened is a huge benefit. ### 6. A tool that makes things in place **Rating:** 4.0/5.0 stars **Reviewed by:** Chinmay M. | Business Development Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 27, 2021 **What do you like best about 360 View CRM?** A great platform to get accurate info and contact details in just a click. Cost effective and quality performance with best task force to solve queries and concern. **What do you dislike about 360 View CRM?** Need detailed training material for new users and if its supports virtual tools and multiple users to plug n play feature is required. Rest is useful tool and learning. **Recommendations to others considering 360 View CRM:** None **What problems is 360 View CRM solving and how is that benefiting you?** Sales team and associates have found good comments and expertise knowledge about the demanding product. Which have simplified many tasks in work area to increase productivity. ### 7. The 360CRM reviews **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 08, 2022 **What do you like best about 360 View CRM?** The application makes it easier to interact with others using the matrix **What do you dislike about 360 View CRM?** I haven't found any issues with the program as yet **What problems is 360 View CRM solving and how is that benefiting you?** Interaction as it relates to customers or clients as a consumer, it does provide a great vision on the product that you're showcasing ### 8. Best CRM to Work With **Rating:** 4.0/5.0 stars **Reviewed by:** Shubham M. | B, Enterprise (> 1000 emp.) **Reviewed Date:** September 10, 2021 **What do you like best about 360 View CRM?** This CRM understands the business needs very well and it can br customize ad per the need and the demand of the business. **What do you dislike about 360 View CRM?** Website integration cost is somewhat too high, that feature need to be more flexible. **What problems is 360 View CRM solving and how is that benefiting you?** Customer Relationship Management, Pipeline management, leads generation. ### 9. Complete transperency **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about 360 View CRM?** ease of access, useful CRM to operate all the sales activity **What do you dislike about 360 View CRM?** Sometimes it's very slow, however, that can be managed **Recommendations to others considering 360 View CRM:** NONE **What problems is 360 View CRM solving and how is that benefiting you?** we are using the CRM for our sales team where we put all the leads in it ### 10. Title review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Airlines/Aviation | Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2021 **What do you like best about 360 View CRM?** the software that I find most helpful is going to be the calling system **What do you dislike about 360 View CRM?** some of the things I dislike about the app are the work **What problems is 360 View CRM solving and how is that benefiting you?** Some problems I am solving by using this CRM is how to engage with customers ### 11. 360 View CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2021 **What do you like best about 360 View CRM?** I love how you can stay connected and communicate with others. **What do you dislike about 360 View CRM?** It's hard to switch from the calendar to contacts, so when it comes to scheduling. **What problems is 360 View CRM solving and how is that benefiting you?** I have not solved any problems, but they do have a way of making sure that we can reach out to those that can. ## 360 View CRM Discussions - [What is 360 View CRM used for?](https://www.g2.com/discussions/what-is-360-view-crm-used-for) - [View 360 View CRM pricing details and edition comparison](https://www.g2.com/products/360-view-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+01%3A42%3A03+-0500&secure%5Bsession_id%5D=b0e50840-c3d2-4a94-8e85-980f149bd4c7&secure%5Btoken%5D=e4ba1a66be296ae3163d26cdf036ac7dca637726c7114a0560cc5e8013f9d623&format=llm_user) ## 360 View CRM Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top 360 View CRM Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews)