Abrigo 360 View CRM
Abrigo 360 View CRM: A core-connected banking CRM with relationship analytics, pipelines and service tracking. Ranked #21 of 38 in Banking CRM Software by our editors (5.6/10); pricing: Pricing on request; best for banks wanting core-system-connected relationship analytics.
At a glance
- Editor score5.6 / 10
- PricingPricing on request
- Best forBanks wanting core-system-connected relationship analytics
- RM workspaceYes
- Facts checked28 Sep 2026
Where it wins
- 360-degree views connect accounts, products, interactions and relationships
- Integrates with major banking cores plus Outlook and Constant Contact
- Predictive modeling, automation, reports and role-based dashboards support growth
Where it doesn't
- Pricing requires a sales contact and is based on institution asset size
- Listed support channels are limited to community resources and documentation
- Banking-focused scope may not suit teams seeking a general-purpose CRM
Our verdict on Abrigo 360 View CRM
Abrigo 360 View CRM is a relationship-management platform for community banks and credit unions. It brings customer accounts, products, interactions, referrals, lending pipelines and service incidents into a 360-degree profile. Relationship managers can track referrals through account opening, manage prospects, coordinate follow-ups and route cross-sell tasks. Customer onboarding, case management and a relationship manager workspace are included, making the product suited to institutions that want banking workflows organized around a shared customer view.
The platform is designed for core-system connectivity. Integrations include FIS, Fiserv, Jack Henry, Finastra, CSI, DCI, COCC and Corelation, along with two-way Microsoft Outlook email and calendar synchronization and Constant Contact. Pricing is based on institution asset size rather than per-seat licensing, and the published model requires contacting sales. Abrigo 360 View CRM also serves as the foundation for a broader Banking CRM Platform with optional marketing automation, analytics, profitability and goals modules. That structure may appeal to institutions planning a wider CRM program, while buyers wanting transparent per-user pricing will need to assess the commercial fit directly.
Its standout depth is the combination of operational CRM and decision support. Teams get customer service incident escalation, detailed customer and prospect profiles, predictive modeling for attrition risk and next-best products, automated follow-ups, 150-plus standard reports, a custom report writer and dashboards configurable by role. These capabilities support coordinated lending, referrals and retention work across small, mid-market and enterprise institutions. Abrigo 360 View CRM is a strong fit for banks that prioritize core-connected relationship analytics; organizations seeking a broadly applicable CRM outside banking, or a product with publicly displayed pricing, should consider alternatives.
Abrigo 360 View CRM pricing
Abrigo 360 View CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Yes |
| Portfolio views | Not verified |
| Regulatory workflows | Not verified |
| Service case management | Yes |
| Deployment | Not verified |
| Compliance & security | SOC 2 |
| Support | Community, Docs |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 15+ integrations: FIS, Fiserv, Jack Henry, Finastra, CSI, DCI … See all → |
| Pricing | Pricing on request |
| Website | abrigo.com |
| Facts checked | 28 Sep 2026 |
Abrigo 360 View CRM integrations
Abrigo 360 View CRM lists 15+ integrations on its own site — the 10 named here are the ones its pages call out.
- FIS
- Fiserv
- Jack Henry
- Finastra
- CSI
- DCI
- COCC
- Corelation
- Microsoft Outlook
- Constant Contact
See all Abrigo 360 View CRM integrations →
Alternatives to Abrigo 360 View CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Abrigo 360 View CRM alternatives →
Used Abrigo 360 View CRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Abrigo 360 View CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Abrigo 360 View CRM is listed in our Banking CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/abrigo-360-view-crm/"><img src="https://www.itechguides.com/best/badge/abrigo-360-view-crm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. It never changes a score or a verdict. How we rank.
Last updated · How we research and update