Overview

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Pricing

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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…

Entry-level set up fee?

No setup fee

Offerings

Free Trial
Free/Freemium Version
Premium Consulting / Integration Services

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Alternatives Pricing

Pilot

$599

per month billed annually

What is Pilot?

Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses. Pilot's bookkeeping and tax plans are based on an annual subscription model with t pricing that scales with to a business's expense rate and business needs, such as connected institutions, bills, and…

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Product Details

What is 360 View?

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.