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CRMnext

CRMnext

Overview

What is CRMnext?

CRMNext is a customer relationship management (CRM) software for every step in the sales and marketing lifecycles.

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Pricing

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What is CRMnext?

CRMNext is a customer relationship management (CRM) software for every step in the sales and marketing lifecycles.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Can your CRM work this fast? | Credit Card Opening CRMNEXT

YouTube

Account Opening Made Easy with CRMNEXT | Demo

YouTube

CRMNEXT Member 360 Demo

YouTube

CRMNEXT Case Management Demo

YouTube

Handling Death of a Member with CRMNEXT | Demo Video

YouTube

CRMNEXT's Automated Lead Management Demo

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Product Details

What is CRMnext?

CRMnext Video

CRMNEXT is a top-notch CRM solution for financial institutions, designed to address the unique needs of banks and credit unions. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer information and...
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CRMnext Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

CRMnext is an essential tool for businesses that want to manage and keep track of their customers. It allows teams to stay ahead in any situation, perform quotes, and assess segmentation with agility and precision. The software helps users overcome the need for physical registers by maintaining customer data in a digital format, making it easier to track customer data and entry progress.

One of the key benefits of using CRMnext is its ability to automate lead management end-to-end system over channels. This feature ensures minimal manual intervention, enabling businesses to focus on other aspects of their operations. The software eliminates vulnerabilities by automating table partition, logs and history table purging job automation, and enhancing application performance. Moreover, it empowers businesses to use a single application for multipurpose tasks, eliminating the need for purchasing multiple software for different departments.

Using CRMnext also provides users with a 360-degree view of customers, enabling lead conversions and straight-through processing of services. The software enables tracking of customer order issues and details, making it easier to manage customer orders. With easy report extraction at any point in time, users can understand sales figures better. Overall, the CRM team's expertise in running large-scale projects was very useful in overcoming initial difficulties during process design and implementation.

Workflow Management: Users appreciate the workflow management feature of CRMnext, which allows them to effectively and efficiently deal with multiple resources. Multiple reviewers have mentioned this as a standout feature that has helped improve their sales efficiency.

Lead Management: The ability to capture leads from various sources such as websites, marketing campaigns, and landing pages and consolidate them on a single platform is highly valued by users. Several reviewers found it convenient to enter leads into CRMnext without using a physical register or spreadsheet. They appreciate the ability to maintain customer data at any point in time and track customer records.

Ease of Use: The service was found to be easy to use and implement by multiple reviewers, which was advantageous in improving their experience when operating the software. Users appreciate the ease of customization offered by CRMnext based on their requirements. Several reviewers have also praised its user-friendliness, allowing for seamless integration with social activities while tracking calls and overall information.

Complex User Interface: Many users have found the user interface of CRMnext complex and difficult to navigate. According to some reviewers, there are multiple screens and tabs making it hard to find certain functionalities.

Technical Errors & Poor Customer Support: Some users have experienced technical errors such as warning pop-ups, slow working, and occasional system slowdowns that can be frustrating for users. Additionally, customer support does not provide satisfactory solutions for technical issues and system performance problems causing discomfort for users.

Lacks Essential Features: Several reviewers mentioned that the software lacks essential features such as Google Analytics and other new features in the BFSI market.

Users have made several recommendations for CRMnext based on their experiences with the software. The most common recommendations are:

  • Users appreciate how easy it is to navigate and utilize CRMnext. They find the interface intuitive, allowing for a smooth user experience. Additionally, they have highlighted the ease of implementing the software within their organizations, minimizing disruption and maximizing efficiency.

  • Users find CRMnext helpful in maintaining customer data and tracking progress. They specifically recommend it for its seamless lead entry process, eliminating the need to carry physical diaries or registers. This feature streamlines the workflow and ensures accurate information is captured.

  • Many users have praised CRMnext for its abundant resources and continuous innovation. They appreciate the access to comprehensive documentation, user guides, and training materials that facilitate a deeper understanding of the software's capabilities. Moreover, users commend CRMnext for introducing innovative features that enhance productivity and efficiency in managing customer relationships.

Overall, users highly recommend CRMnext as a valuable tool for businesses looking to streamline their customer relationship management processes.

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