Finally, a CRM built specifically for Credit Unions and Banks.

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CRMNEXT Overview

CRMNEXT is a comprehensive customer relationship management (CRM) platform designed to streamline and enhance the customer engagement process for businesses. It stands out by offering a blend of traditional CRM functionalities with advanced features like workflow automation, omnichannel support, and AI-driven insights. The software is highly adaptable, catering to various industries including banking, insurance, and financial services. Its user-friendly interface simplifies customer data management, lead tracking, and sales optimization. CRMNEXT's robust analytics tools aid in decision-making, providing detailed reports and predictive analytics. Its cloud-based nature ensures scalability and easy integration with existing systems, making it an ideal solution for businesses seeking to improve customer experience and operational efficiency

Contact Details

  • Acidaes Solutions
  • 2001
  • United States
  • 1000+


  • 27x7 Support
  • Chat


  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported



Banking, Financial Services, Information Technology & Services, Other Industries

CRMNEXT Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management


Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • N/A

Free Version

  • N/A

Payment Frequency

  • N/A


No, CRMNEXT does not offer a free version.

No, CRMNEXT does not offer any free trial.

No, Credit Card details are not required for the CRMNEXT trial.

No, CRMNEXT does not offer an API.

CRMNEXT offers support with the following options:

27x7 Support , Chat

CRMNEXT offers training with the following options:

In-person , Webinar , Documentation

CRMNEXT supports the following deployment:

Cloud Hosted

CRMNEXT supports the following mobile devices: