360 View vs. Redtail CRM
360 View vs. Redtail CRM
Product | Rating | Most Used By | Product Summary | Starting Price |
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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 | |
Redtail CRM | N/A | Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost. | $20 per month |
360 View | Redtail CRM | |||||||||||||||
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Editions & Modules | No answers on this topic |
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Offerings |
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Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
Additional Details | — | — | ||||||||||||||
More Pricing Information |
360 View | Redtail CRM | |
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Top Pros | No answers on this topic | |
Top Cons | No answers on this topic |
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360 View | Redtail CRM | |
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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 | Redtail CRM | |
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Likelihood to Recommend | 8.0 (1 ratings) | 10.0 (7 ratings) |
360 View | Redtail CRM | |
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Likelihood to Recommend | 360 View (inBusiness Services) | Orion Advisor Tech |
Pros | 360 View (inBusiness Services) | Orion Advisor Tech |
Cons | 360 View (inBusiness Services) | Orion Advisor Tech |
Alternatives Considered | 360 View (inBusiness Services) | Orion Advisor Tech |
Return on Investment | 360 View (inBusiness Services) | Orion Advisor Tech |
ScreenShots |