kvCORE vs 360 View
Last Updated:Our analysts compared kvCORE 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
kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.
Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.
The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.
Pros
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Cons
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Product Assistance
Product Insights
- Utilize AI: Leverage AI tools to automate lead nurturing and identify the hottest prospects. Combine AI and behavioral insights to engage prospects with personalized messages and content.
- Optimize Lead Generation: Capture leads from various sources and centralize them using a unified pipeline. Design high-performing websites with customizable IDX features to keep potential buyers and sellers engaged and boost inquiries.
- Automate Repetitive Tasks: Give sales reps more time to build one-on-one relationships by automating tasks like email follow-ups, lead scoring, and transaction management.
- Enhance Accessibility: Access contact lists, make calls, and manage tasks on the go with the mobile app. Log notes and assign future follow-ups,
- Increase Efficiency: Use a central location to manage and promote all listings, including off-market properties. Generate automated social media posts and leverage mass-texting capabilities to maximize listing exposure.
- Improve Collaboration: Minimize miscommunication between agents and transaction and listing coordinators, lenders and ISA with shareable contact pages, complete with detailed information and notes.
- Boost Conversion Rates: Improve sales conversions by assigning the best leads to higher performing agents. Enable automatic lead routing based on agent listings, source, location and price point.
- 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.
- Lead Generation: Turn the company website into a lead magnet with IDX squeeze pages and landing pages. Gather valuable contact information from potential buyers and sellers automatically. Use a built-in poster to share content to social media platforms.
- Customizable Websites: Design a professional, mobile-friendly website that reflects a unique company brand. Showcase listings, capture leads with strategic CTAs, and boost credibility through compelling content.
- Contact Validation: Ensure follow up with leads is based on the right information. Use ongoing contact validation to confirm contact information and build a comprehensive client profile from additional sources.
- AI-Driven Tools: Identify the hottest prospects based on behavioral insights and automate lead nurturing campaigns. Send AI-gnerationed automated texts and personalized follow-ups to boost engagement
- Mobile App: Stay connected on the go. View daily call lists, access a power dialer, receive notification and manage tasks directly from your phone or tablet.
- Business Analytics Dashboard: Analyze the entire organization’s data in real time to spot exact sources of closed deals. Receive predictive lead behavior, transaction aging reports, and information on agent and team performance.
- Communication Tools: Send personalized emails, automate follow-ups, and leverage built-in texting capabilities to stay connected with clients and nurture leads throughout the sales cycle.
- Integration: Use a Zapier integration to connect thousands of apps including Gmail, Mailchimp, Zillow, Brokermind and Dotloop.
- 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
#20
among all
CRM Software
#206
among all
CRM Software
User Sentiment Summary
2022 reviews
kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.
Awards
kvCORE stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.
Synopsis of User Ratings and Reviews
kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.
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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