Bitrix24 vs 360 View
Last Updated:Our analysts compared Bitrix24 vs 360 View 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
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Product Assistance
Product Insights
- Automate Sales and Marketing Activities: Streamline time-consuming tasks with autoresponders, email sequences, reminder notifications and more. Apply set rules for sending messages on multiple channels, creating tasks, adding an item to a calendar, changing the status of a lead or deal and targeting on social media sites. Triggers include incoming messages, web form submissions, incoming calls and incoming emails.;
- Track KPIs: Analytics and reporting capabilities provide an in-depth view of performance for metrics such as deals, leads, activity and sales. Custom fields pull metrics beyond what the standard reports generate.;
- Connect With Third-Party Apps: Extend the system’s capabilities with over 100 apps for accounting, project management, VoIP integration, chatbots, HR and more. Integrations include Zapier, Google Analytics, Zendesk, Evernote and PayPal. A REST API allows creation of additional apps.;
- Manage Client Projects: Handle project details, create tasks, collaborate with clients and track billable hours without using a third-party tool.;
- Know Your Customers: Rich profiles provide a 360-degree view of all contacts, leads and customers, including timelines for tracking interactions. Comment, conduct calls, send messages, set tasks and more from a central dashboard.;
- Organize Schedules: Manage appointments and view availability with built-in calendars. The system also confirms meetings, sends reminders, connects external calendar apps and shares calendars with other participants.;
- Build Web Forms: Support lead generation efforts, leverage contact, support and feedback templates, and generate forms for online payments, with all data captured in Bitrix24. Forms are embeddable and include an opt-in checkbox.;
- 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.
- Pipeline Management: A kanban layout provides a visual view of your pipeline. The software supports custom deal stages and multiple pipelines.
- Campaign Management: This feature lets you build dynamic or static audience segments, run advertising campaigns on social networks, and set up campaigns across channels such as bulk mail and instant messaging. It includes campaign templates and metrics.
- Call Center Capabilities: Features include:
- PBX (private branch exchange) functionality for routing, queueing, voicemail, call transfers and forwarding, employee extensions, and recording.
- Telemarketing features such as voice or SMS broadcasting, automatic call transcribing and callback requests.
- Local numbers across more than 50 countries.
- Integration with RingCentral and other VoIP tools.
- Customer Support Tools: Post business hours, send canned replies, route and transfer conversations, and view client and supervisor ratings with a live support widget. A helpdesk feature provides tickets, SLAs, statuses and case priority. A multichannel contact center lets service teams provide email and telephone support, live chat, social media support and more.
- Document Management: Manage quotes and invoices, create custom documents, set up recurring invoices and build a product catalog. Documents support e-signature, and the kanban layout shows what stage invoices are at. Includes multi-currency support and tax capabilities, with accounting achieved via integrations with Xero and QuickBooks.
- Mobile Apps: Free iOS and Android apps are available.
- Self-Hosted Solution: The on-premise solution is a scalable platform offering:
- LDAP and Active Directory support.
- Web clustering.
- Multiple single sign-on (SSO) options and robust security features such as two-factor authentication and RSA encryption.
- Modules for eLearning, a helpdesk and idea management, which aren’t available in the cloud version.
- Access to the source code for full customization.
- Deployment on any major server, including readiness for AWS deployment
- 30-day trial.
- 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.
Product Ranking
#13
among all
CRM Software
#206
among all
CRM Software
User Sentiment Summary
1460 reviews
Bitrix24 has a 'great' User Satisfaction Rating of 82% when considering 1460 user reviews from 5 recognized software review sites.
Synopsis of User Ratings and Reviews
Bitrix24 is a collaboration platform that handles various tasks such as communications, notifications, subscriptions, reporting, workflow management and more. Automation, customization and integrations are a few noteworthy features. However, reviews noted that there are too many features and that the platform isn’t user-friendly. In addition, users found customer support unhelpful. Overall, it has all the basic CRM features along with extras like project management not always found in CRMs. That, along with a free subscription, makes it a good choice for companies on a tight budget.
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.
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