![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.

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Current UserValidated ReviewerIncentivizedSource: G2 invite

See what 11 reviewers think of 360 View CRM

4.3 out of 5 · Verified reviews from real users

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