Overview
What is Netiks 360CRM?
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...
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What is Netiks 360CRM?
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.).
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Details
- About
- Tech Details
What is Netiks 360CRM?
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 Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
