Wealthbox CRM vs. 360 View CRM
A side-by-side comparison based on G2 review data.
| Metric | Wealthbox CRM | 360 View CRM |
|---|---|---|
| Overall rating | 4.6 | 4.4 |
| Review count | 109 | 12 |
| Ease of use | 9.4 | 8.3 |
| Ease of setup | 9.0 | 4.3 |
| Quality of support | 9.0 | 8.8 |
| Meets requirements | 9.2 | 8.8 |
| NPS | 77.06422 | 58.333333 |
| Small Business | 94.5% | 25.0% |
| Mid-Market | 5.5% | 58.3% |
| Enterprise | 0.0% | 16.7% |
| Total page views | 896 | 86 |
| Total LLM citations | 6,356 | 277 |
Wealthbox CRM
Wealthbox is a CRM technology for financial advisors that launched in 2014. Integrated with leading custodians and wealth-tech partners, Wealthbox is known for its modern product design and powerful yet intuitive user experience. The collaborative platform allows financial advisors, enterprise firms, and broker-dealers to manage client relationships while streamlining operations. Learn more at www.wealthbox.com.
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.