# enVisual 360 Reviews **Vendor:** enSynergy Professional Services **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.8/5.0 **Total Reviews:** 9 ## About enVisual 360 For financial service providers, enVisual 360 is a modular integrated CRM, compliance, document management, trust and company administration/accounting, company accounting, practice management/time recording and enterprise billing. Scalable, self-hosting or private cloud. Module based license only the modules you need. Optional customer web portal. Powerful, simple to use, immediately productive. ## enVisual 360 Reviews ### 1. EnVisual 360 Review **Rating:** 5.0/5.0 stars **Reviewed by:** Ankit K. | Senior Associate, Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2024 **What do you like best about enVisual 360?** EnVisual 360 is a comprehensive system that simply various aspects of business. This helps to track of customer intraction and ensure compliance with rules for different Entities. I used to like EnVisual 360 due the the below points; - company and Trust Management - Transaction monitoring and Deep Insights - Assest Management **What do you dislike about enVisual 360?** I used to dislike EnVisual 360 for few points given below; - UI / UX - License Pricing - Change Management **What problems is enVisual 360 solving and how is that benefiting you?** EnVisual users have found that integrating the software with their CRM databases solves the business problem of seamless data flow and management of customer information. This integration allows for a more efficient and effective process, ensuring that all customer data is up-to-date and easily accessible. Additionally, users in the fintech industry have experienced streamlined sales training and finance processes thanks to enVisual. By utilizing this software, they are able to automate and optimize these critical aspects of their business, improving overall productivity and accuracy. Another key use case for enVisual is its documentation and document management capabilities. Customers have praised the effectiveness of enVisual in organizing and managing company information. With this software, businesses can efficiently store and retrieve important documents, improving overall organization and reducing the risk of lost or misplaced information. This feature has proven invaluable for customers who deal with large volumes of documentation on a regular basis. ### 2. An exceptional and quirky platform for managing business workflows and CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Ventas B. | Systems Analyst , Events Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 28, 2024 **What do you like best about enVisual 360?** The software has significantly helped most of the employees in most enterprises to increase productivity and allow them to have smoother operations from recruitment to retirement. The platform has a great user interface that enables users to easily use it without experiencing any complications. The software is awesome and easy to integrate as it enables the users to retrieve the multi-level currency from the CRM database. **What do you dislike about enVisual 360?** I honestly like the platform but what makes me feel a bit disappointed about it is that it is expensive to operate and purchase and hence not budget-friendly to most of the users. **What problems is enVisual 360 solving and how is that benefiting you?** The platform has multiple modules and it enables users to choose the modules they may require compared to other platforms and this helps the RIO faster than similar tools. The software is great as it helps most of the companies to manage their data and information. The platform is an incredible one as it keeps individuals in the correct compliance ### 3. Integrated itand Flexible CRM Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Automotive | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2023 **What do you like best about enVisual 360?** Livefile documentation management system is completely integrated along with it has modules in it so you can utilies peices that fits in your business. It's give better funcational capabilities to user. **What do you dislike about enVisual 360?** The interface needs an experienced hand to operate and utilise to it's capacity. It can be better by redesigning UX of the modules in the early sections of it. **What problems is enVisual 360 solving and how is that benefiting you?** It has modules in it and as a user/enterprise I can select only those modules which is needed unlike other platforms, this helps to get ROI faster than other similiar tools. ### 4. Top Tier Recommendation! **Rating:** 5.0/5.0 stars **Reviewed by:** Amanda T. | Virtual Admin Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** September 07, 2022 **What do you like best about enVisual 360?** Ease of use, functionality, and overall user-friendliness. **What do you dislike about enVisual 360?** Nothing to note at this moment in time for any dislikes. I find it very useful. **What problems is enVisual 360 solving and how is that benefiting you?** It is a powerful tool to help keep everyone in proper compliance. ### 5. multi level integrated crm **Rating:** 5.0/5.0 stars **Reviewed by:** Santosh R. | Regional manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2022 **What do you like best about enVisual 360?** the multi-level currency can be accessed into CRM databases plus the administration lookout for finance increases as well **What do you dislike about enVisual 360?** glitches come with variable data integration which comes on more than one accounting source are open for different currencies **What problems is enVisual 360 solving and how is that benefiting you?** CRM database salesforce integration sales training finance ### 6. Nuce application for managing business workflows. **Rating:** 5.0/5.0 stars **Reviewed by:** pradeep C. | Procurement engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** January 28, 2022 **What do you like best about enVisual 360?** The integration of the business management is quite good and the accessibility and security are best in terms of industrial standard. The compliance management is worth the application. **What do you dislike about enVisual 360?** They could have done much more internal integration for p2p processes that could have made the clients a bit useful in minor entities who are looking to expand the business. **What problems is enVisual 360 solving and how is that benefiting you?** Managaing of the data and information of the company. Conversions of productivity and analysis of internal projects. ### 7. envisual 360 **Rating:** 4.5/5.0 stars **Reviewed by:** Arpit M. | senior manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2022 **What do you like best about enVisual 360?** best UI for fintech process from doc tomandation makes its easier to construct a well-developed nach accredited system portfolio of finance services **What do you dislike about enVisual 360?** integration with different software is a bit difficult **What problems is enVisual 360 solving and how is that benefiting you?** fiintech aplication , documentaion, emandate, nach etc ### 8. envisual 360 **Rating:** 4.5/5.0 stars **Reviewed by:** Girish B. | sr manager, Mid-Market (51-1000 emp.) **Reviewed Date:** April 02, 2022 **What do you like best about enVisual 360?** module nomenclature resolves all kind of money management **What do you dislike about enVisual 360?** while connecting to different crms creates glitch and sometimes loss of data occurs **Recommendations to others considering enVisual 360:** planet sparks **What problems is enVisual 360 solving and how is that benefiting you?** accounting and data flow of money and different crms data curricular ### 9. Good Financial management CRM Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Vipul P. | s, Enterprise (> 1000 emp.) **Reviewed Date:** March 24, 2022 **What do you like best about enVisual 360?** It helped to increase productivity in the employee lifecycle. **What do you dislike about enVisual 360?** costlier operating and purchasing cost in only dislike section. **What problems is enVisual 360 solving and how is that benefiting you?** Financial management,Documentation,Funds Management,Administration Use. ## enVisual 360 Discussions - [What is enVisual 360 used for?](https://www.g2.com/discussions/what-is-envisual-360-used-for) - [View enVisual 360 pricing details and edition comparison](https://www.g2.com/products/envisual-360/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-17+03%3A02%3A25+-0500&secure%5Bsession_id%5D=92158d38-3309-40fb-9cd6-f60733e0146d&secure%5Btoken%5D=8a1161fba22e7d8bf2f2c4859f916e7ec0eef7f958ab6412ceedf03a989d3e88&format=llm_user) ## enVisual 360 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 enVisual 360 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)