Name: Netiks 360CRM
Author: Netiks International

Communications Outsourcing

Customer Success

Help Desk

Web and Video Conferencing

Customer Support

Image Recognition

Java Technologies

Software Repositories

Development

Business Intelligence (BI)

Collaboration

Contract Management

Electronic Signature

Interactive Voice Response (IVR)

Supply Chain Management

Enterprise

Accounting

Finance and Accounting

Applicant Tracking

Benefits Administration

Corporate Learning Management

Credentialing

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Brokers

Cloud Storage

Data Center Infrastructure Management

Data Center Outsourcing (USA)

Data Mapping

Data Observability

Data Privacy Management

Fraud Detection

Governance, Risk & Compliance

Hyper-Converged Infrastructure

IT Asset Disposal

IT Asset Management

Integration Platform as a Service (iPaaS)

Log Management

Network Performance Monitoring

Operating Systems

Packet Analyzer

Single Sign-On

Smart Contracts

Software Defined Storage (SDS)

Software Distribution

Solid State Drives

Tape Storage

Unified Endpoint Management (UEM)

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Content Creation

Digital Signage

Email Management

Email Marketing

Marketing Automation

Social Media Management

Survey & Forms Building

Video Collaboration

Web Analytics

Marketing

Meeting Room Booking

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Acceleration

Sales

Animation

Building Information Modeling (BIM)

Equipment Rental

Insurance Suites

Investment Portfolio Management

Legal Billing

Public Sector Software

Tax Practice Management

Vertical-Specific

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Netiks 360CRM is a CRM system built on the Microsoft Dynamics 365 platform. The vendor claims that this CRM solution aims to help businesses enhance customer experiences, improve productivity, and maximize ROI. It is designed to be user-friendly and suitable for companies of various sizes. The key features of Netiks 360CRM include:

**User-Friendly**: The vendor states that Netiks 360CRM offers a centralized and user-friendly interface, facilitating easy navigation and access to CRM functionalities.

**BDC Management**: The system enables efficient management of the Business Development Center (BDC) to streamline and optimize business development processes.

**Task Automation**: Users can automate follow-up tasks, emails, SMS, and telephone responses to enhance efficiency in customer interactions.

**Portfolio Management**: Netiks 360CRM allows the management of customer portfolios based on financing type, term, or vehicle, enabling better organization and analysis of customer data.

**Traffic Analysis**: The CRM system enables the evaluation of advertisement performance and different traffic sources, supporting data-driven decision-making for marketing optimization.

**Smart Notifications**: According to the vendor, Netiks 360CRM offers smart notifications to keep users informed about important events, tasks, or updates within the CRM system, ensuring timely and effective communication.

**Integrated View**: Users can consolidate customer data from various sources onto a unified platform, providing a comprehensive and integrated view of customer information.

**OTP (One-Time Password)**: The CRM system supports the use of One-Time Passwords for enhanced security and authentication, ensuring secure access to customer data.

**Sales Recommendations**: Netiks 360CRM provides sales recommendations based on customer data and behavior analysis, helping businesses identify cross-selling and up-selling opportunities.

**Integrated Marketing Campaigns Management**: Users can efficiently manage integrated marketing campaigns within the CRM system, facilitating coordination and tracking across different channels.

Netiks 360CRM is a CRM built by Netiks International, on top of Microsoft Dynamics 365, designed especially for insurance brokerages, banks, and entities i real estate (e.g. brokerages, property owners, etc.).

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CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

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Netiks 360CRM

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What is Netiks 360CRM?