inBusiness Services

360 View CRM

Who Uses This Software?

Financial CRM solution for the banking industry and credit unions which helps with customer profitability, automated marketing campaigns, goal tracking and more.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Pricing Details
    Contact inBusiness Services for pricing details.
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • inBusiness Services

About 360 View CRM

Financial CRM tool which provides outreach scalability and promotion of customer retention through cross-selling techniques.

Spotlight media placeholder

360 View CRM Features

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

360 View CRM Reviews

No reviews, be the first!