inBusiness Services

360 View CRM

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About 360 View CRM

360 View CRM is a web-based software that was developed by financial institutions for financial institutions.

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360 View CRM Features

  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

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