---
title: 360 View CRM Reviews
meta_title: '360 View CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 11 reviews by the users' company size, role or industry to
  find out how 360 View CRM works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 11
  scale: '5'
date_modified: '2026-08-04'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# 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 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?page=2&section=pricing&secure%5Bexpires_at%5D=2026-08-07+01%3A47%3A37+-0500&secure%5Bsession_id%5D=2698325e-7bcc-426d-8361-303b9fd12b2a&secure%5Btoken%5D=17dd373e47af0db4f442ad83f962eae47637b87510aa5fcc3d97622dcde2dca6&format=llm_user)

## 360 View CRM Features
**Content**
- Automation
- Marketing Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging
- Activity Dashboard

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics
- Calendar Management
- Template Management
- Client Management
- Workflow Management
- Territory Management
- Financial Management
- Document Management

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics
- Email Management
- Email Marketing

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management
- Contact Management

**Agentic AI - Financial Services CRM**
- Decision Making

**Additional Functionality**
- Search/Filter
- Activity Tracking
- Expense Tracking
- CRM
- Mobile Access
- AI Copilot
- Calendar Sync
- Third-Party Integrations
- Data Import/Export
- Customizable Reports
- Customizable Fields
- Lead Capture
- Relationship Tracking
- Collaboration Tools
- Alerts/Notifications
- Email Templates
- Generative AI
- Customer Database
- Task Scheduling
- Reporting & Statistics
- API
- Team Assignments
- Drag & Drop
- Access Controls/Permissions
- For Financial Institutions
- Interaction Tracking
- Sales Reports

## Top 360 View CRM Alternatives
  - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (642 reviews)
  - [Capsule CRM](https://www.g2.com/products/capsule-crm/reviews) - 4.7/5.0 (507 reviews)
  - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)