G2 Vendor Directory

360 View CRM vs. SmartOffice

A side-by-side comparison based on G2 review data.

Metric360 View CRM

by Abrigo

SmartOffice

by Zinnia

Overall rating4.43.7
Review count1228
Ease of use8.37.9
Ease of setup4.38.1
Quality of support8.87.8
Meets requirements8.88.4
NPS58.3333337.692308
Small Business25.0%64.3%
Mid-Market58.3%28.6%
Enterprise16.7%7.1%
Total page views86223
Total LLM citations277467

360 View CRM

Abrigo's Banking CRM Platform is powered by the 360 View CRM suite, combining CRM, marketing automation, customer analytics, profitability measurement, and goals and incentives management into one unified solution purpose-built for community banks and credit unions.

Pros

    SmartOffice

    Powerful Practice Management for Agents and Advisors SmartOffice is the only cloud CRM solution designed to help insurance agents and financial advisors deliver unparalleled client service, create trusted relationships, and generate more revenue. Our robust, modular platform addresses your practice’s immediate needs while providing you with the flexibility to add features as your business expands. Core Features • SmartOffice Anywhere lets you access your data anywhere, anytime using any smartphone or tablet.

    Pros