HubSpot CRM vs 360 View
Last Updated:Our analysts compared HubSpot CRM 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
- Free Version: Provides a free forever edition that eases the budget concerns for small businesses and has robust features that can be used by companies of all sizes.
- Growth Platform: Analyze and keep track of employee performance, facilitate coaching and improve team productivity. Helps work on individual performance and team outcomes.
- Data Insights: Track team activity, productivity and individual performance with an up-to-the-minute view of the sales pipeline.
- Bulk Email: Save time and effort by sending bulk emails automatically optimized for different devices.
- Bulk Storage: Store and access up to 1 million contacts with no expiration date, eliminating incurring costs due to hitting storage limits.
- Workflow Automation: Streamline lead rotation and task creation. Attract visitors with a free form filling tool and automatically organize, enrich and track contacts in a structured timeline to facilitate easy connections.
- Built-in Analytics: Monitor pages, offers and traffic sources that drive communications. Leverage bulk emailing and gain customer intent insights. Track opened emails, clicks and visitor website navigation.
- 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 Tracking: Auto-populates data from new deals and eliminates manual entries in forms. Add, edit and delete stages and properties from entered deals without help from IT.
- Lead Management: Helps sort and filter a prospect’s information based on geography, company size and number of visits. Custom views aid tracking prospects for optimum outreach.
- Monitoring: Monitors and gives insight on a prospect’s website activity, and identifies new prospects that visit the company’s website.
- Email Tracking and Notifications: Tracks sent emails, activities and aligns timed follow-ups for optimum sales growth.
- Email Templates: Promotes effective outreach and communication by making it quick and easy to draft emails.
- Scheduling: Syncs Google and Outlook meetings, making it easy to pick available time slots. Also helps schedule team meetings with prospects to maintain relationships and increase sales.
- Reporting: Generates customizable reports and dashboards that enable sharing metrics with team members, which help stimulate business growth.
- Live Chat: Enhances customer experiences and reduces the chances of a prospect slipping through the cracks by enabling support agents and sales reps to solve the queries of existing and interested customers in real time.
- 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
#5
among all
CRM Software
#206
among all
CRM Software
User Sentiment Summary
10690 reviews
HubSpot CRM has a 'great' User Satisfaction Rating of 87% when considering 10690 user reviews from 5 recognized software review sites.
Synopsis of User Ratings and Reviews
HubSpot CRM is a free platform that supports the marketing and sales efforts of small to mid-sized businesses with features such as lead intake, deal management, ticket issues and more. It’s easy to use, unified and offers robust workflow management automation. A couple downsides reviewers observed include the limited functionality of the mobile app and the integrations mainly geared toward e-commerce. All in all, businesses looking for marketing and customer management at no cost will find HubSpot CRM is a solid option.
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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