360 View vs. Equisoft/connect
360 View vs. Equisoft/connect
Product | Rating | Most Used By | Product Summary | Starting Price |
---|---|---|---|---|
360 View | N/A | 360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, while providing richer relational experiences that are personalized to every customer’s unique needs. | N/A | |
Equisoft/connect | N/A | Equisoft/connect (formerly Kronos Finance) is a web-based CRM software specifically created for financial advisors. It enables users to centralize clients’ insurance and investment information. And the vendor state it is also a productivity, marketing, sales and compliance tool. Equisoft acquired Kronos Technologies in 2018. | N/A |
360 View | Equisoft/connect | |||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
Offerings |
| |||||||||||||||
Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
360 View | Equisoft/connect | |
---|---|---|
Small Businesses | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Medium-sized Companies | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
Enterprises | Creatio Score 9.1 out of 10 | Creatio Score 9.1 out of 10 |
All Alternatives | View all alternatives | View all alternatives |
360 View | Equisoft/connect | |
---|---|---|
Likelihood to Recommend | 8.0 (1 ratings) | - (0 ratings) |
360 View | Equisoft/connect | |
---|---|---|
Likelihood to Recommend | 360 View (inBusiness Services) | Equisoft No answers on this topic |
Pros | 360 View (inBusiness Services) | Equisoft No answers on this topic |
Cons | 360 View (inBusiness Services) | Equisoft No answers on this topic |
Alternatives Considered | 360 View (inBusiness Services) | Equisoft No answers on this topic |
Return on Investment | 360 View (inBusiness Services) | Equisoft No answers on this topic |
ScreenShots |