Build better customer relationships and grow your business.

CRM gives 360 customer view

Get the best view of your customers

Aggregated information

See all Core account and third-party data for your customers in one place

Complete customer history

View entire history of customer interactions with every employee in your organization

Information at your fingertips

Customized dashboards allow you to see the most important information immediately

Flexibility to meet your needs

Completely customizable

Tailor 360 View to match your unique workflows and processes

Track & report

Track and report on each stage of your sales and service processes

Flexible householding

Define households the way you want to see them and know the true value of each account and their relationships

CRM fits banking needs
CRM is banking business tool

The tools to build relationships

Easy to use

Create and track your pipelines, referrals, and service resolutions easily

It's all automated

Automate your marketing programs to improve your onboarding campaigns and cross-sell opportunities

Smart data

Mine your customer data, easily create marketing campaigns, and see how profitable your relationships are to your organization

Tailored goal & incentive plans

Reward your employees

Incentivize employees with measurable sales goals

Daily updates

Keep employees informed on where they stand in meeting goals and what incentive opportunities they may be eligible for

Save time with automation

Remove the administrative burden and automate your entire goals and incentives process – or let us create one for you

CRM offers employee incentives
CRM marketing pop-up technology

Pop-up tech to enhance customer experience

Deliver the right message to the right customer

Create client-specific messages that “pop up” when frontline employees interact with your customers

Never miss a moment of opportunity

Take advantage of every moment of opportunity no matter what system your employee is using

Track results

Know the results of all your pop-up messages to see what converts and what doesn’t

A CRM System Your Whole Organization Will Love


Your Executive Team

Easy access to high level reports from all lines of business at any time


Your Marketing Team

Segment customers and visually create automated step-by-step marketing campaigns

Your Sales & Service Team

See all customer info and interactions in one screen to improve customer experience and drive sales

“360 View has helped us take our Customer Relationship Building to the next level! It allows us to stay on task with events, activities and customer lists to maintain focus on our Top Clients. As an added bonus, many of our manual reports have now been automated, making it a real time-saver.”
Karen Whitman

We stand out. In a good way.

Designed for Banks & Credit Unions

Built to fulfill your specific needs!

Experts in the Industry

Over 25 years of experience in banking!

Superb Support

Here to help you from implementation to seasoned user!

“360 View allows bankers to better serve their customers by gathering critical, individual information that allows the banker to craft tailored solutions.  In addition, 360 View allows continuity of service across an organization that benefits the customer and allows fellow employees to avoid “dropping the ball” in the service chain.”
Michael Cartoscelli

CRM should be in strategic plan

CRM 101 for Banks and Credit Unions

Download this free resource to help you explore three simple questions:

  • What exactly is CRM?
  • Why should we care about CRM?
  • How do I know which CRM is right for us?


Download Free PDF

Provide Outstanding Customer Experience

Our CRM Experts Will Show You How!

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About Us

360 View CRM is a powerful tool designed specifically for banks and credit unions to help create, track, and grow lifelong customers.

360 View is sleek and seamless, working with your core banking systems and third party providers to extract key information in a standardized, comprehensible format. Simply put, we provide you the best and most complete view of your customers.

We help Banks and Credit Unions build better relationships and create great customer experiences.

As a preferred service provider of the Independent Community Bankers of America (ICBA), we are at the forefront of the growing tech trend in the financial industry.

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