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ALTERNATIVE APPLICATIONS

360 View CRM Alternatives

Should you replace 360 View CRM?

Salesforce Financial Services Cloud is the strongest catalog alternative to evaluate for 360 View CRM.

360 View CRM

Current
Seat-based Payg
0/5
Annual cost
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Seats assigned
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This catalog view compares public market data and does not include organization spend or usage.

360 View CRM alternatives

See how 360 View CRM compares to 45 alternative apps you can switch to.

Salesforc...Best FitPublic pricingAvg. switch cost--You get AI smarter insights and wealth tools, but lose some deep banking workflow automation — worth it if sales and service are your focus.
PipedriveStrong ContenderPublic pricingAvg. switch cost--You get a much easier sales tool with AI and web tracking, but you lose banking compliance features and core system links.
Infor Cus...Strong ContenderPublic pricingAvg. switch cost--You get deep ERP connections and AI insights, but you lose banking-specific workflows and compliance tracking.
Pipeliner...Strong ContenderPublic pricingAvg. switch cost--Pipeliner makes tracking deals visual and simple, but you will lose banking-specific workflows and core system links.
Nocrm.IoStrong ContenderPublic pricingAvg. switch cost--noCRM.io is simpler and faster for sales follow-ups, but you’ll lose banking-specific tools and deep compliance tracking.
Oracle Si...Strong ContenderPublic pricingAvg. switch cost--Siebel gives you deep customization and call center tools, but you will lose banking-specific workflows and pay much more for setup.
Leadsquar...Worth ConsideringPublic pricingAvg. switch cost--You get AI lead scoring and automation, but lose banking-specific tools like referral tracking and core system integration.
Hubspot S...Worth ConsideringPublic pricingAvg. switch cost--HubSpot is easier to use and has great sales tools, but you’ll lose banking-specific features like loan tracking and core system sync.
Prophet C...Worth ConsideringPublic pricingAvg. switch cost--You get tighter Outlook integration and automatic email logging, but lose banking-specific tools and marketing features
Oracle Cr...Worth ConsideringPublic pricingAvg. switch cost--You get stronger sales and service tools but lose banking-specific features like referral tracking and core banking integration.
Activecam...Worth ConsideringPublic pricingAvg. switch cost--You get powerful marketing automation and AI insights, but lose banking-specific tools like loan tracking and compliance audit trails.
Odoo CrmWorth ConsideringPublic pricingAvg. switch cost--Odoo CRM is more flexible and cheaper, but you’ll lose banking-specific tools like loan tracking and core system sync.
Rolldog C...Worth ConsideringPublic pricingAvg. switch cost--Rolldog is simpler and cheaper for general sales, but you will lose banking compliance tools, audit trails, and core system links.
MembrainWorth ConsideringPublic pricingAvg. switch cost--Membrain gives you better sales coaching and process guidance, but you’ll lose banking-specific tools like core banking integration and referral tracking.
LawmaticsWorth ConsideringPublic pricingAvg. switch cost--You gain legal case tracking and client texting, but lose banking compliance tools and core system connections.
Spotler C...Worth ConsideringPublic pricingAvg. switch cost--You get tighter sales and marketing tracking, but lose banking-specific compliance tools and main software connections.
Sugar SellWorth ConsideringPublic pricingAvg. switch cost--Sugar Sell adds AI deal guidance and quote tools, but you will lose banking workflows and strict compliance tracking.
Pivotal C...Worth ConsideringPublic pricingAvg. switch cost--Pivotal CRM is easier to set up and customize, but you’ll lose banking-specific features like loan workflows and core system sync.
Salesforc...Worth ConsideringPublic pricingAvg. switch cost--You get a partner portal and deal registration, but lose banking-specific features like core system integration and household management.
TapdeskWorth ConsideringPublic pricingAvg. switch cost--Tapdesk is easier and cheaper for small teams, but you lose banking-specific tools, compliance features, and core system links.
17hatsWorth ConsideringPublic pricingAvg. switch cost--17hats is simpler and cheaper for small service teams, but you’ll lose banking-specific tools, compliance tracking, and core system integration.
Salesforc...Worth ConsideringPublic pricingAvg. switch cost--You get telecom-specific tools like order management and product bundling, but lose banking features like loan tracking and core system sync.
CreatioWorth ConsideringPublic pricingAvg. switch cost--Creatio gives you powerful no-code automation, but you will lose banking-specific compliance tools and pre-built financial workflows.
Bloomeran...Worth ConsideringPublic pricingAvg. switch cost--Bloomerang is better for fundraising and donor relationships, but you’ll lose banking-specific tools like loan pipelines and core system integration.
CloseWorth ConsideringPublic pricingAvg. switch cost--You get faster calling and built-in texting, but you lose compliance tracking and banking system connections.
Mongoose ...Worth ConsideringPublic pricingAvg. switch cost--Mongoose lets you talk to students better with AI and texting, but you’ll lose banking tools like loan tracking and core system links.
Clio GrowWorth ConsideringPublic pricingAvg. switch cost--Clio Grow is great for legal intake and client onboarding, but you'll lose all the banking-specific tools like loan pipelines and core system sync.
Kylas Sal...Worth ConsideringPublic pricingAvg. switch cost--Kylas is easier for sales outreach with texting and calling, but you’ll lose banking-specific tools like loan tracking and compliance logs.
Infoflo S...Worth ConsideringPublic pricingAvg. switch cost--You get a simpler, cheaper CRM for everyday contacts and deals, but you lose banking-specific compliance tools and core system links.
AttioWorth ConsideringPublic pricingAvg. switch cost--Attio gives you smart automation and clean data, but you’ll lose banking-specific tools and deep compliance tracking.
Oracle Sa...Worth ConsideringPublic pricingAvg. switch cost--You get AI selling and commission tracking, but lose banking compliance tools and simpler banking workflows.
Simply CrmWorth ConsideringPublic pricingAvg. switch cost--You get a single tool for sales, support, and billing, but you lose banking compliance tools and core system connections.
TaxdomeWorth ConsideringPublic pricingAvg. switch cost--TaxDome handles billing and time tracking well, but you’ll lose banking compliance tools and core system connections.
Capsule C...Not RecommendedPublic pricingAvg. switch cost--Capsule Crm is not a strong catalog fit based on public pricing, migration, or product-fit signals.
Bigin By ...Not RecommendedPublic pricingAvg. switch cost--Bigin By Zoho Crm is not a strong catalog fit based on public pricing, migration, or product-fit signals.
OnepagecrmNot RecommendedPublic pricingAvg. switch cost--Onepagecrm is not a strong catalog fit based on public pricing, migration, or product-fit signals.
Raynet CrmNot RecommendedPublic pricingAvg. switch cost--Raynet Crm is not a strong catalog fit based on public pricing, migration, or product-fit signals.
OctopusproNot RecommendedPublic pricingAvg. switch cost--Octopuspro is not a strong catalog fit based on public pricing, migration, or product-fit signals.
FolkNot RecommendedPublic pricingAvg. switch cost--Folk is not a strong catalog fit based on public pricing, migration, or product-fit signals.
SpiroNot RecommendedPublic pricingAvg. switch cost--Spiro is not a strong catalog fit based on public pricing, migration, or product-fit signals.
DayliteNot RecommendedPublic pricingAvg. switch cost--Daylite is not a strong catalog fit based on public pricing, migration, or product-fit signals.
Method CrmNot RecommendedPublic pricingAvg. switch cost--Method Crm is not a strong catalog fit based on public pricing, migration, or product-fit signals.
1channelNot RecommendedPublic pricingAvg. switch cost--1channel is not a strong catalog fit based on public pricing, migration, or product-fit signals.
Friday CrmNot RecommendedPublic pricingAvg. switch cost--Friday Crm is not a strong catalog fit based on public pricing, migration, or product-fit signals.
OncehubNot RecommendedPublic pricingAvg. switch cost--Oncehub is not a strong catalog fit based on public pricing, migration, or product-fit signals.

Salesforce Financial Services Cloud and Pipedrive selected for comparison.

Annual costTotal subscription cost for each app, shown for the selected billing period.
360 View ...

--

Enterprise

Public catalog pricing. Organization spend is not included.

Salesforc...

--

Public pricing

Public catalog pricing estimate.

Pipedrive

--

Public pricing

Public catalog pricing estimate.

3-Year Net SavingEstimated savings over three years after migration and setup costs.
360 View ...

$0

No migration in the current app baseline.

Salesforc...

--

After $7,500 estimated migration cost.

Pipedrive

--

After $2,500 estimated migration cost.

Team Fit ScoreHow closely the app matches the teams, workflows, and usage patterns currently in place.
360 View ...

--

Salesforc...

70/100

Salesforce Financial Services Cloud works well for teams focused on client relationships, wealth planning, and compliance automation. It’s less tailored for deep commercial or retail banking workflows like loan servicing or core banking syncs compared to 360 View CRM.

Pipedrive

65/100

Pipedrive shines for sales teams that want a clear view of their deals and easy daily workflows. It falls short for banks that need strict compliance tracking and direct links to core banking systems.

Adoption RiskExpected friction, training effort, and behavior change needed to move teams onto the alternative.
360 View ...

--

Public adoption signal for the current app.

Salesforc...

low

Salesforce Financial Services Cloud is a low-complexity migration. Estimated 6 weeks and $7,500 one-time cost.

Pipedrive

low

Pipedrive is a low-complexity migration. Estimated 4 weeks and $2,500 one-time cost.

User satisfactionAvailable rating and review signal for team sentiment around the app.
360 View ...

--

Salesforc...

4.3/5.0

1840 reviews

Pipedrive

4.3/5.0

18500 reviews

Timeline & DisruptionExpected migration duration and disruption to normal workflows.
360 View ...

No migration needed

Salesforc...

6 weeks

Low

Salesforce Financial Services Cloud is a low-complexity migration. Estimated 6 weeks and $7,500 one-time cost.

Pipedrive

4 weeks

Low

Pipedrive is a low-complexity migration. Estimated 4 weeks and $2,500 one-time cost.

Setup & trainingOne-time implementation, enablement, and training investment required.
360 View ...

--

Salesforc...

$7,500

Estimated one-time migration and setup effort.

Pipedrive

$2,500

Estimated one-time migration and setup effort.

Integration CoverageHow much of the current integration and workflow surface is covered by the app.
360 View ...

--

Salesforc...

--

Supports 300 native integrations.

Pipedrive

--

Supports 500 native integrations.

Feature Match (%)How closely the app matches current feature needs, including notable gaps or risks.
360 View ...

100%

Salesforc...

55%

  • Less focused on retail banking workflows
  • Loan servicing tools not as deep as 360 View
Pipedrive

55%

  • No native core banking system integration
  • Lacks banking-specific compliance and audit trails
  • Missing referral tracking and household grouping
  • No commercial banking workflow automation
CertificationsSecurity, privacy, and compliance certifications available for each app.
360 View ...
SOC 2 Type IIISO 27001
Salesforc...
SOC 2 Type IIISO 27001GDPRFINRA
Pipedrive
SOC 2 Type IIGDPRISO 27001
Choose This IfThe conditions where keeping or switching to this app is likely to make sense.
360 View ...

You already standardize on this app.

Salesforc...

Your team wants AI help, unified client views, and tools for wealth or insurance — and you can work around lighter banking workflow support.

Pipedrive

Your team is under 50 people and just needs a simple way to track your deals.

Avoid This IfThe conditions where this app is likely to create cost, workflow, or adoption risk.
360 View ...

Public pricing or fit signals no longer match your needs.

Salesforc...

You rely heavily on automated loan servicing, retail banking workflows, or deep referral tracking built into your CRM.

Pipedrive

You run a bank and need strict compliance logs or direct links to your core banking software.