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— 360View CRM —

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Maintaining good customer relationships is more important than ever. 360view CRM is an useful option designed for the needs of banks and credit unions. But is it right for your financial institution? Let’s break down 360view CRM’s features, pricing, and what users say to help you decide.

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About 360View CRM

Who Uses it



Pros & Cons



What is 360View CRM?

360view CRM is a special customer relationship management tool made just for banks and credit unions. Imagine it as a digital organizer that helps them keep track of customer details, past interactions, and build stronger relationships. Here’s a quick explanation of the key terms:

    • CRM: Stands for Customer Relationship Management. It’s a program that helps businesses track interactions with customers.
    • Banks & Credit Unions: Places where you can save money, get loans, and move money around.
    • Specialized: Built just for banks and credit unions, considering the rules and features they need.

So, if you work at a bank or credit union and want a CRM that gets your specific challenges, 360view CRM might be a good choice. 

Who Uses 360View CRM?

360view CRM is built specifically to banks and credit unions. Its features are designed to address the challenges faced by these financial institutions, such as:

  • Managing customer relationships across different channels
  • Complying with industry regulations
  • Providing personalized financial services
  • Cross-selling and upselling products



360view CRM employs a transparent pricing structure. This software offers a variety of plans to suit the size and needs of your financial institution. Unlike some CRM solutions, 360view CRM doesn’t impose limitations on data storage, allowing you to scale your customer information freely.

Key Features

360view CRM helps banks and credit unions with a bunch of tasks:

    • Track Customers: Create detailed profiles, follow interactions (phone, email, visits), and group customers for targeted marketing campaigns.

    • Manage Loans & Sales: See where loan applications and other sales are at, predict deals better, and manage loan officers efficiently.

    • See Customer Accounts: Get a complete picture of each customer’s account history, holdings, and interactions to give them personalized advice.

    • Marketing Made Easy: Design targeted email and text message campaigns to turn leads into customers, promote new products, and keep customers engaged.

    • Follow the Rules: Make sure the bank follows industry regulations with features to track customer info, manage documents, and create audit reports.

    • Automate Tasks: Free up staff time by automating repetitive tasks like processing loan applications, opening accounts, and onboarding new customers.

    • Learn from Data: Get valuable insights into how customers behave, spot trends, and make data-driven decisions to improve your financial services.

    Implementation and Support


    360view CRM makes getting started easy. They help you set it up and move your data over to their system smoothly. Plus, they offer ongoing support through phone calls, emails, and even online resources if you get stuck.


    360view CRM offers a couple of ways to get help, depending on your needs:

    Getting Started: They provide professional services to assist with setting up the system and migrating your data from your existing system to 360view CRM. This ensures a smooth transition and minimizes disruptions.

    Ongoing Support: They offer ongoing support through various channels to answer any questions you might have after getting started. Here are some options:

    • Phone: Call their support line to speak directly with a representative.
    • Email: Send them an email with your questions or concerns, and their team will get back to you.
    • Online Resources: They may have a library of online resources, such as articles, tutorials, and videos, on their website to help you learn the system on your own.

    Pros & Cons


    • Built specifically for the needs of banks and credit unions
    • Strong focus on data security and compliance
    • User-friendly interface
    • Scalable to accommodate growth
    • Transparent pricing structure


    • May be less feature-rich compared to some general-purpose CRMs
    • Primarily caters to larger financial institutions

      Alternatives to consider

      Several CRM solutions cater to the financial services industry. Here are a few alternatives to consider:

      • Salesforce Financial Services Cloud: A robust CRM with a vast ecosystem of apps specifically designed for financial institutions.
      • Microsoft Dynamics 365 for Finance and Operations: Offers comprehensive financial management and CRM functionalities within a single platform.
      • Oracle NetSuite CRM: A cloud-based CRM solution with features tailored for the financial services industry.


      360view CRM receives mostly positive reviews from users in the financial services industry. They praise the platform’s usability, focus on compliance, and ability to improve customer relationships. However, some users note that it may not be as feature-rich as some general-purpose CRMs.

      Ericson Da Silva.

      Ericson has been Working on with CRM and Marketing Automation since 2013 with clients all over the US, UK, Switzerland, Norway, China and Spain. If you have any questions or you want someone to help you implement your CRM solution, you can book a FREE consultation here.