TrustRadius

enVisual360 vs. unLocked CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
enVisual360
Score 8.0 out of 10
N/A
A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.N/A
unLocked CRM
Score 0.0 out of 10
N/A
unLocked CRM is an insurance-native platform that combines CRM, AI-powered quoting, commission tracking, licensing management, and a built-in power dialer into a single system — purpose-built for independent agents, agencies, IMOs, and FMOs. The platform connects to 1,228+ carriers for real-time life, annuity, health, Medicare, and ancillary quoting, and tracks commissions across 332 carriers with automated reconciliation. Every workflow — from lead capture to policy placement to…
$69.99
per month per user
Pricing
enVisual360unLocked CRM
Editions & Modules
No answers on this topic
Core
$69.99
per month per user
Pro
$149.99
per month per user
Offerings
Pricing Offerings
enVisual360unLocked CRM
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
User Ratings
enVisual360unLocked CRM
Likelihood to Recommend
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
enVisual360unLocked CRM
Likelihood to Recommend
enSynergy Professional Services
It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes.
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
unLocked CRM
No answers on this topic
Pros
enSynergy Professional Services
  • Compay & Trust Management
  • Transaction monitoring and insights
  • Asset Management
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
unLocked CRM
No answers on this topic
Cons
enSynergy Professional Services
  • UI/UX
  • License Pricing
  • Change Management
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
unLocked CRM
No answers on this topic
Alternatives Considered
enSynergy Professional Services
enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100.
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
unLocked CRM
No answers on this topic
Return on Investment
enSynergy Professional Services
  • 5% growth in overall profit
  • 10% reduction in manpower
  • More comprehensive dashboards and MIS reports
Amit Goregaonkar | TrustRadius Reviewer
Amit Goregaonkar
Project Manager SAP
Read full review
unLocked CRM
No answers on this topic
ScreenShots

unLocked CRM Screenshots

Screenshot of where to pull and compare rates from 1,228+ carriers using natural language in seconds.Screenshot of the AI assistant that handles quoting, underwriting, and client communication tasks.Screenshot of where to build and manage automated workflows for renewals, follow-ups, and client tasks.