Top Producer vs 360 View
Last Updated:Our analysts compared Top Producer 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
Pros
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Cons
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Product Assistance
Product Insights
- Easily Create a Website: Take the hassle out of creating an agent website with prebuilt designs, easy-to-use tools and an intuitive interface.
- Connect With Leads: Ensure leads don’t fall through the cracks by leveraging real-time engagement guidance to follow up promptly.
- Keep Clients Informed of Market Changes: Stay on top of the latest price reductions, new job listings and sold properties via connection with MLS sources.
- Drive More Leads: Increase the number of leads by integrating Zapier automatically for importing leads generated from Google forms, Facebook ads and other sources outside the CRM.
- Obtain Free Assistance: The support team provides coaching, and will assist with website setup if needed.
- 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.
- Database: This feature keeps contacts organized and makes it easy to track down information with rich profiles that give a complete view of each lead, including the history of interactions. It also simplifies data entry by offering import and export options that retain tags and notes attached to the contact.
- Follow Up Coach: Streamline the follow-up process with real-time reminders to contact leads. Receive recommended discussion topics and suggestions on the best time to reach out.
- Email Marketing: Boost open and click-through rates with prebuilt templates and performance insights.
- Mobility: A responsive design for mobile and tablets increases productivity through the option to access the system no matter where or what device is used.
- Communication Tools: Connect with leads more effectively by sending relevant messages based on their stage. In-platform email and text apps further aid and streamline communication.
- 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
#15
among all
CRM Software
#205
among all
CRM Software
User Sentiment Summary
153 reviews
Top Producer has a 'poor' User Satisfaction Rating of 59% when considering 153 user reviews from 2 recognized software review sites.
Synopsis of User Ratings and Reviews
Top Producer offers CRM capabilities for the real estate industry, including client management, website development and free MLS integration. It helps streamline tasks via workflows and enables users to align tasks and goals using business process management tools. However, many reviewers found it difficult to use and not intuitive. It’s also missing important third-party integrations, and reviewers felt it needs more features to justify the cost. Real estate professionals may find it useful to enhance their operations, but there are enough drawbacks that buyers should look into other solutions as well.
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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