360 View vs. Wealthbox CRM

360 View

3 Reviews and Ratings

Wealthbox CRM

7 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
360 View	Score 8.3 out of 10	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
Wealthbox CRM	Score 9.9 out of 10	N/A	Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.	N/A

Pricing

360 View

Wealthbox CRM

Editions & Modules

No answers on this topic

No answers on this topic

Offerings

Pricing Offerings
360 View	Wealthbox CRM
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	360 View	Wealthbox CRM
Top Pros	No answers on this topic	Pro Ease of use Pro Setting up Pro Contact info
Top Cons	No answers on this topic	Minus Get resolved Minus Slows down

Best Alternatives
	360 View	Wealthbox CRM
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

User Ratings
	360 View	Wealthbox CRM
Likelihood to Recommend	8.0 (1 ratings)	8.0 (1 ratings)

User Testimonials
	360 View	Wealthbox CRM
Likelihood to Recommend	360 View (inBusiness Services) 360 View is well-suited and even originally designed for financial institutions and banks. It does a great job at large and small scale monitoring of customers and their amount of involvement in your organization. I'd say that 360 View is not well-suited for most organizations that are not in the finance industry (although you could make it work if you need to) Incentivized Verified User Anonymous Read full review	Starburst Labs Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Pros	360 View (inBusiness Services) Advanced customer profile details Effective campaign creation tools Record and activity logging Multi-location monitoring and management Incentivized Verified User Anonymous Read full review	Starburst Labs Workflow Customization Ease of Use with setting up Advisor and Contact Info Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Cons	360 View (inBusiness Services) User interface Speed Integrations Incentivized Verified User Anonymous Read full review	Starburst Labs Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business. Issues do not get resolved timely. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Alternatives Considered	360 View (inBusiness Services) Salesforce CMS is probably one of the most used CRMs out there and is great for a business that wants to create a completely custom solution for their CRM needs, but 360 View is a platform design specifically for bankers and therefore has pre-built functions that help us to quickly create the measurements, categories, and processes we need to Incentivized Verified User Anonymous Read full review	Starburst Labs Wealthbox is more user friendly and has a better view Incentivized CP Cortnie Pannill New Business Team Lead Read full review
Return on Investment	360 View (inBusiness Services) 360 View has allowed us to place customers in marketing funnels and target specific campaigns to move them further down the funnel. We can easily group customers in profitability categories and determine what relationships we need to develop. We have been able to create custom NPS scorecards to find our promoters. Incentivized Verified User Anonymous Read full review	Starburst Labs Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next. Incentivized CP Cortnie Pannill New Business Team Lead Read full review
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