360 View vs LeadMaster
Last Updated:Our analysts compared 360 View vs LeadMaster based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
Pros
|
Cons
|
Product Assistance
Product Insights
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- Increased Customer Satisfaction: Customer service professionals can drive customer satisfaction with analytical reports that help them manage workflows, identify overdue cases, and track progress and performance metrics. The ability to spot cases that need attention enables users to act promptly.
- Enhanced Performance: Streamlining and automating manual tasks and measuring campaign outcomes improves performance. Process automation allows sales reps to manage sales funnels efficiently, focus on closing sales and acquire new leads.
- Sustained Customer Loyalty: Users can nurture leads and cultivate long-term prospects with personalized emails. They can decide the appropriate frequency, send mass emails, stay informed and manage targeted campaigns. The system supports receiving notifications or call backs for email opens.
- Smooth Pipeline Management: It’s possible to manage pipelines efficiently by leveraging analytical reports and dashboards. It only takes 10 minutes to set up the opportunity management feature.
- Free Trial: LeadMaster offers a 30-day free trial, ensuing complete use so users can test out the software before committing. Capabilities during the trial include integration with other applications, sales funnel and lead distribution, email marketing automation, lead nurturing scheduling and report generation.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
- Lead Management: Users can evaluate and classify leads, log and track their status, update lead score and access data. Real-time notifications let them act fast on hot leads, and actionable reports enable them to evaluate marketing and sales strategies.
- Opportunity Management: LeadMaster allows users to ensure long-lasting relationships and repeat sales with personalized communications. They can track leads, judge win probability and check recommended solutions using forecasts. It’s also possible to access real-time data, opportunity notes and detailed customer histories.
- Case Management: This feature assists with tracking and solving customer service issues quickly and efficiently. Users can associate new cases with customer records, assign tickets to the most appropriate staff members, customize fields to capture specific business information, automate processes using workflows and respond to common questions using built-in templates.
- Integrated Telephony: The system offers a range of softphone features including pre-recorded messages, conversation recording on web storage or hard drive, IVR and sophisticated call routing, and call holds. Other capabilities include a click dialer to convert phone numbers into live links, call monitoring and coaching, three-way call transfer, and complete phone switch.
- Campaign Management and Analysis: A built-in campaign management system helps drive better results, letting users analyze ROI and measure the effectiveness of marketing campaigns in real time.
- Landing Pages: Landing page templates, equipped with several fields such as company, phone, contact and email, gather information to build up the database without the need for a technical expert.
- Outlook Integration: Integration with Outlook allows users to track activities in real time, as well as sync email, calendar and contacts between the platform and Outlook. The email marketing system helps track ROI, nurture leads and record communications.
- Smart Queue: This tool helps improve sales reps productivity without any training. They can manage call centers and inside sales efficiently, as the system can choose high priority call records automatically. It supports predefined lead scoring, combines call dispositions and workflows, assigns top calls to agents and organizes call records from different sources. Integration with different cloud dialing solutions ensures cost-effective click-to-call and power dialing.
Product Ranking
#205
among all
CRM Software
#56
among all
CRM Software
User Sentiment Summary
49 reviews
LeadMaster has a 'great' User Satisfaction Rating of 82% when considering 49 user reviews from 2 recognized software review sites.
Synopsis of User Ratings and Reviews
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
Is LeadMaster CRM truly a master of managing customer relationships? User reviews from the past year paint a somewhat mixed picture of this CRM solution. On the one hand, LeadMaster is frequently praised for its robust features, particularly its comprehensive approach to lead management, sales tracking, and marketing automation. Users highlight its ability to streamline workflows and improve efficiency, with some even claiming that tasks that once took days now take minutes. The platform's adaptability to different business needs and its strong customer support are also frequently cited as major advantages. However, LeadMaster isn't without its drawbacks. A recurring criticism is the platform's somewhat outdated interface, which some users find clunky and sluggish. This, coupled with a steep learning curve, can make it challenging for beginners to get the hang of the software. Additionally, while some users find LeadMaster's pricing reasonable, others point out that it can be more expensive compared to other CRM options available. This is particularly relevant for smaller businesses or startups that might be working with tighter budgets. In conclusion, LeadMaster CRM seems best suited for established businesses with dedicated resources for training and implementation. Its comprehensive features and customization options make it a powerful tool for managing complex sales processes and large customer databases. However, businesses looking for a more modern, intuitive, and budget-friendly CRM solution might find better alternatives in the market.
Screenshots
Top Alternatives in CRM Software
Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
Insightly
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell
Zoho CRM
Related Categories
WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...
