360 View vs. Zinnia SmartOffice
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 360 View | Score9 out of 10 | N/A | 360 View is a growth platform developed for banks and credit unions, providing the tools necessary to maximize salesteams' performance. The vendor states their solution goes beyond CRM, allowing users to gain insight into customer profitability, automate marketing campaigns, and track goals and incentives, while providing richer relational experiences that are personalized to every customer’s unique needs. | N/A |
 Zinnia SmartOffice | Score9.9 out of 10 | N/A | Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features. | $70 per month per user |
| 360 View | Zinnia SmartOffice | |||||||||||||||
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| Editions & Modules | No answers on this topic |
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| Entry-level Setup Fee | No setup fee | Optional | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| 360 View | Zinnia SmartOffice | |
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| Likelihood to Recommend | 9.0 | 7.5 |