--- 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: '2026-08-07' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # 360 View CRM Reviews & Product Details Visit Website 360 View CRM is a web-based software that was developed by financial institutions for financial institutions. * * * Product Website 360 View CRM Seller [Abrigo](https://www.g2.com/sellers/abrigo) Discussions [360 View CRM Community](https://www.g2.com/products/360-view-crm/discuss) Overview by Heather Smith Show More ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") AF Verified User in Financial Services Mid-Market (51-1000 emp.) 4/25/2023 "A step towards digital transformation" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerIncentivizedSource: G2 invite AM Ayush M. Area sales manager Mid-Market (51-1000 emp.) 1/20/2022 "Best CRM web based software" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 1/28/2022 Validated ReviewerIncentivizedSource: G2 invite ![Nitish k.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nitish k.") NK Nitish k. Senior System Engineer Mid-Market (51-1000 emp.) 2/4/2022 "Great crm for multitasking" 4.5/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Mukund D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Mukund D.") MD Mukund D. Sales Operations Manager Small-Business (50 or fewer emp.) 1/3/2022 "Its 360 Degree support System for company" 5/5 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 Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Recommendations to others considering 360 View CRM: This is a great tool and can be consider on of the options while buying CRM Tools Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Banking") CB Verified User in Banking Small-Business (50 or fewer emp.) 1/18/2022 "360 View CRM review." 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Chinmay M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Chinmay M.") CM Chinmay M. Business Development Manager Mid-Market (51-1000 emp.) 12/27/2021 "A tool that makes things in place" 4/5 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. Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Recommendations to others considering 360 View CRM: None Review collected by and hosted on G2.com. 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. Review collected by and hosted on G2.com. Show More 1/5/2022 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Consumer Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consumer Services") UC Verified User in Consumer Services Enterprise (\> 1000 emp.) 1/8/2022 "The 360CRM reviews" 5/5 What do you like best about 360 View CRM? The application makes it easier to interact with others using the matrix Review collected by and hosted on G2.com. What do you dislike about 360 View CRM? I haven't found any issues with the program as yet Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Shubham M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shubham M.") SM Shubham M. B Enterprise (\> 1000 emp.) 9/10/2021 "Best CRM to Work With" 4/5 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. Review collected by and hosted on G2.com. What do you dislike about 360 View CRM? Website integration cost is somewhat too high, that feature need to be more flexible. Review collected by and hosted on G2.com. What problems is 360 View CRM solving and how is that benefiting you? Customer Relationship Management, Pipeline management, leads generation. Review collected by and hosted on G2.com. Show More 9/14/2021 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") UI Verified User in Information Technology and Services Mid-Market (51-1000 emp.) 11/23/2021 "Complete transperency" 3.5/5 What do you like best about 360 View CRM? ease of access, useful CRM to operate all the sales activity Review collected by and hosted on G2.com. What do you dislike about 360 View CRM? Sometimes it's very slow, however, that can be managed Review collected by and hosted on G2.com. Recommendations to others considering 360 View CRM: NONE Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Airlines/Aviation](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Airlines/Aviation") EA Verified User in Airlines/Aviation Small-Business (50 or fewer emp.) 11/9/2021 "Title review" 5/5 What do you like best about 360 View CRM? the software that I find most helpful is going to be the calling system Review collected by and hosted on G2.com. What do you dislike about 360 View CRM? some of the things I dislike about the app are the work Review collected by and hosted on G2.com. 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 Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ## Questions about 360 View CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about 360 View CRM ](https://www.g2.com/products/360-view-crm/discussions/new) GU Guest User What is 360 View CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-360-view-crm-used-for) [ View all Discussions ](https://www.g2.com/products/360-view-crm/discuss) ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. 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