CRMNEXT Overview

CRMNEXT is an Enterprise CRM solution built for the Financial Industry. It can be used by the Sales, Services, Marketing, Process Management, Business Development, and other customer-facing teams for promoting customer interactions from a single platform.

CRMNEXT provides Leads capture and allocation, pipeline management and configurable workflows, customized buying experience, and guided selling inputs for enabling Sales teams. Machine learning and business rules are applied for increasing lead quality, in addition to aligning Sales and Marketing activities for better ROI.

CRMNEXT supports tracking and conversion of social feeds into leads, provides the tools for agility and speed in BPM, and collaboration tools for teamwork. CRMNEXT can be deployed on Public Cloud, Private Cloud, or on-premise.

Cuspera Reviews

125 buyers and buying teams have used Cuspera to assess how well CRMNEXT solved their CRM needs. Cuspera uses 3549 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

Business Priorities

Improve Customer Acquisition and Reduce Cost-To-Serve are the most popular business priorities peers achieved using CRMNEXT.

Other priorities:

  • Improve Marketing RoI
  • Improve Customer Digital Journeys
  • Improve Customer Brand Loyalty
See all business priorities See less business priorities

Use Cases

Peers recommend Lead Management , Service Management , Social CRM , as the business use cases that they have been most satisfied while using CRMNEXT.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Lead Management with E-Mail, Text SMS and Social Media

5.00/5

Read Reviews (399)

"...Powerful Lead Management CUSTOMERNEXT equipped Kotak Mahindra Bank with an end to end digital journey for faster processing of leads, captured from multiple sources including website, email,branch walk ins, aggregators, contact centers etc. ..." Case Study Kotak - DLP
Service Management

4.99/5

Read Reviews (319)

"...The exponential traffic growth at a customer support desk forces an organization to build a system for managing their service requests...." Accelerate growth with In-house System
Social CRM with Social Media

4.98/5

Read Reviews (289)

"...Capability to deliver personalized offers Integrated service desk planning Actionable reporting and analytics ..." Case Study HDFC - Customer 360
monitoring social media

4.99/5

Read Reviews (95)

"Learn how HDFC Bank achieved the ‘ONE BANK’ vision with a unified Banking CRM platform"
engaging on social media

4.98/5

Read Reviews (80)

"...In fact, in a survey conducted by Sproutsocial, respondents ranked social media as the number one communication channel that gives brands the best opportunity to connect with their customers. ..."
social media analytics

4.94/5

Read Reviews (65)

"...Inputs related to inter-departmental coordination, mandatory information and reporting requirements from middle and senior level management will ensure credibility for customer information, dashboards and analytics...."
PEER EXPERIENCES
Lead Management with E-Mail, Text SMS and Social Media

5.00/5

Read Reviews (399)

"...Powerful Lead Management CUSTOMERNEXT equipped Kotak Mahindra Bank with an end to end digital journey for faster processing of leads, captured from multiple sources including website, email,branch walk ins, aggregators, contact centers etc. ..." Case Study Kotak - DLP
Service Management

4.99/5

Read Reviews (319)

"...The exponential traffic growth at a customer support desk forces an organization to build a system for managing their service requests...." Accelerate growth with In-house System
Social CRM with Social Media

4.98/5

Read Reviews (289)

"...Capability to deliver personalized offers Integrated service desk planning Actionable reporting and analytics ..." Case Study HDFC - Customer 360
monitoring social media

4.98/5

Read Reviews (95)

engaging on social media

4.98/5

Read Reviews (80)

social media analytics

4.98/5

Read Reviews (65)

15+ more Business Use Cases

Our AI advisor, Wyz, harnessed 3549 insights from peers and experts to help you assess how these CRMNEXT use cases fit your CRM needs.

Customer Testimonials

CUSTOMERS TESTIMONIALS

Mr. Sanjay Gupta

President & Business Head – IT

Kotak Bank

CRMNEXT enables us to deploy smart, intelligent journeys resulting in faster fulfillment and go to market for our new products and services and lower cost of sales. It has boosted our capabilities to deliver superlative customer experience and further strengthen customer loyalty. Testimonial By Mr. Sanjay Gupta

Eric Vas

President, Motorcycle Business

Bajaj Auto Finance

CRMNEXT's Financial CRM offered high flexibility, scalability options and automated end to end loan origination process. Testimonial By Eric Vas

Faizal Eledath

CIO & Head of Transformation

National Bank of Oman

CRMNEXT has enabled us to build a robust service platform with a unified and flexible interface to manage all our customer touch points for marketing, sales and service management. Testimonial By Faizal Eledath
CUSTOMERS TESTIMONIALS

Mr. Sanjay Gupta

President & Business Head – IT

Kotak Bank

CRMNEXT enables us to deploy smart, intelligent journeys resulting in faster fulfillment and go to market for our new products and services and lower cost of sales. It has boosted our capabilities to deliver superlative customer experience and further strengthen customer loyalty. Testimonial By Mr. Sanjay Gupta

Eric Vas

President, Motorcycle Business

Bajaj Auto Finance

CRMNEXT's Financial CRM offered high flexibility, scalability options and automated end to end loan origination process. Testimonial By Eric Vas

Faizal Eledath

CIO & Head of Transformation

National Bank of Oman

CRMNEXT has enabled us to build a robust service platform with a unified and flexible interface to manage all our customer touch points for marketing, sales and service management. Testimonial By Faizal Eledath

Case Studies

COMPANY CASE STUDIES
Case Study HDFC - Digital Transformation

How HDFC Bank on CUSTOMERNEXT leverages smart digital journeys to increase customer delights

Read More
Case Study BIGFM

Propelling sales, wallet share and coverage with a unified Media CRM platform

Read More
Case Study IndusInd Bank

Learn how IndusInd Bank used CRMNEXT, powering Digital Transformation to Deliver NEXT Generation Customer Engagement and Experience.

Read More

Frequently Asked Questions(FAQ)

for CRMNEXT

What is CRMNEXT?

CRMNEXT is an Enterprise CRM solution built for the Financial Industry. It can be used by the Sales, Services, Marketing, Process Management, Business Development, and other customer-facing teams for promoting customer interactions from a single platform.

What is CRMNEXT used for?

CRMNEXT is a CRM Software mainly used by its customers to Improve Customer Acquisition and Reduce Cost-To-Serve by Lead Management, Service Management and Social CRM .

What are the top features of CRMNEXT?

Vivid Authoring Studio, Virtual Assistant and Micro customer segmentation are some of the top features of CRMNEXT.

Who uses CRMNEXT?

CRMNEXT is used by Banking, Insurance and Financial Services among other industries.

What are CRMNEXT alternatives?

HubSpot CRM, Salesforce Financial Services Cloud, Zoho CRM and Infor CRM are popular alternatives for CRMNEXT.

Where is CRMNEXT located?

CRMNEXT is headquartered at 3 Hamilton Landing, Suite 200, Novato, California 94949, US.

Popular Business Setting

for CRMNEXT

Top Industries

  • Banking
  • Insurance
  • Financial Services

Popular in

  • Enterprise
  • Mid Market
  • Large Enterprise

Peers used CRMNEXT to Improve customer acquisition and Reduce cost-to-serve

Peer and Expert Opinion on Features

for CRMNEXT

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Vivid Authoring Studio

4.98/5

Read Reviews (79)
Virtual Assistant

4.98/5

Read Reviews (79)
Micro customer segmentation

4.89/5

Read Reviews (67)
Decision Engine

4.97/5

Read Reviews (48)
Recording

1.15/5

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Vivid Authoring Studio

4.98/5

Read Reviews (79)
Virtual Assistant

4.98/5

Read Reviews (79)
Micro customer segmentation

4.89/5

Read Reviews (67)
Decision Engine

4.97/5

Read Reviews (48)
Recording

1.15/5

Read Reviews (5)

IT and Other Capabilities

for CRMNEXT

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.63/5

Read Reviews (95)
Data Export

0.54/5

Read Reviews (16)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

3.63/5

Read Reviews (95)
Data Export

0.54/5

Read Reviews (16)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.97/5

Read Reviews (137)
Chat Support

4.91/5

Read Reviews (93)
24/7 Support

4.91/5

Read Reviews (1157)
Phone Support

4.91/5

Read Reviews (91)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
Email Support

4.97/5

Read Reviews (137)
Chat Support

4.91/5

Read Reviews (93)
24/7 Support

4.91/5

Read Reviews (1157)
Phone Support

4.91/5

Read Reviews (91)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.75/5

Read Reviews (106)
Analytics

4.74/5

Read Reviews (398)
Custom Reports

4.55/5

Read Reviews (255)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.75/5

Read Reviews (106)
Analytics

4.74/5

Read Reviews (398)
Custom Reports

4.55/5

Read Reviews (255)

Software Failure Risk Guidance

?

for CRMNEXT

Overall Risk Meter

Low Medium High

Top Failure Risks for CRMNEXT

Vendor Profile Details

Company Name

CRMNEXT

Company Website

https://www.crmnext.com/

HQ Location

3 Hamilton Landing, Suite 200, Novato, California 94949, US

Employees

501-1000

Social

Financials

Series A