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CRMNEXT Claim

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

CRMNEXT screenshot & Video

Contact Details

  • Acidaes Solutions
  • 2001
  • United States
  • 1000+

Support

  • 24x7 Support
  • Chat

Training

  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based

Typical Customers

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

Language Supported

English

Industries

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

CRMNEXT Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page  

CRMNEXT FAQ's

  • 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 devices and operating systems:
    • Web-Based