CRMnext Reviews & Pricing

by Acidaes Solutions | Founded 2001, Novato, CA

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Overview Pricing Benefits Reviews Features

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What is CRMnext?

Industry Specialties: Finance, Automobile, Retail, Media

CRMNext leverages integrated technology to create an easy-to-use interface for financial institutions. It simplifies work, drives growth and delivers results with features such as sales force automation, service management, lead management, forecasting, an autoflow designer and workflow management.

It also provides real-time integration, a business decision engine, sales planning, cross-selling intelligence, machine learning, analytics and more. It’s easily customizable and suitable for users without much technical knowledge. SaaS, private cloud and on-premise deployment are available.

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User Sentiment

Based on 24 reviews:

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Product Screenshots and Videos

CRMnext Pricing

Based on our most recent analysis, CRMnext pricing starts at $15 (Per User, Monthly, Freemium).

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Starting From: $15
Pricing Model: Per User, Monthly, Freemium
Free Trial: Yes, Request for Free

Training Resources

CRMnext is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for CRMnext:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

CRMnext Benefits and Insights

Why use CRMnext?

Key differentiators & advantages of CRMnext

Data Predictions: Create forecasts based on various aspects such as current pipeline, previous trends, previous forecasts and revenue, competition, economic conditions, team performance, industry trends and more.
Enhanced Collaboration: Highlight critical updates, manage work and share files, links, surveys and insights.
Streamlined Service: Customers can give opinions, share ideas and write feedback via a portal. Automatic routing rules capture customer requests from the website and direct them to the right team.
Coaching: Access enhanced training to stay updated with industry developments and receive coaching tips for teams.
User-Friendly Integration: A codeless, bi-directional suite combines existing campaign tools, models and marketing lists along with social, mobile and behavioral insights. Integrates with third-party apps for e-signature, identity verification and information services.
Faster Data Collection: The Autonoma Integration Designer collates data from different applications and reduces the time for creating integration touchpoints.
Targeted Marketing: Send real-time responses, personalized offers and bulk messages. Create static or dynamic lists of leads by adding members automatically based on predefined criteria.
Stronger Customer Focus: Meet customer needs effectively using big data, behavioral analytics, frequency scoring and personalization. Identify data from different sources, run intelligent algorithms and generate personalized offers using machine learning.
Better Performance: Set performance standards for sales, relationship activities, service effectiveness and more based on various metrics. Monitor sales pipelines and fine-tune processes with real-time insights based on business projections.
Improved Call Support: Call scripts improve answers to customer queries while Dialer/IVR integration offers outbound predictive dialing, context-sensitive screen pop-ups, and integrated reporting and workflows.
Updated Marketing Collateral: Access the latest material and information anytime, anywhere via a centralized library.

Industry Expertise

Specializes in the banking, financial services, insurance, securities, pharma, automobile, retail and media domains, with solutions for businesses of any size.

CRMnext Reviews

Average customer reviews & user sentiment summary for CRMnext:

24 reviews

82%

of users would recommend this product

Synopsis of User Ratings and Reviews

Based on an aggregate of CRMnext reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

Robust Communication: All reviews on this topic state the platform supports client communications and effectively helps operational transitions.
User-Friendly: The system is easy to navigate, offers a 360-degree view and can be used without technical coding knowledge, as 75% of users specifying this aspect indicate.
Customization and Integration: The application is highly customizable and offers legacy system integrations, suggest 83% of reviews on customization and integration.
Unified Dashboard: A consolidated view with various modules like lead management, service management and activity management are linked with each other for easy operation, according to 80% of users mentioning this.

Cons

Inadequate Resources: All users who reviewed resources suggest that frequent training sessions and better content delivery could help understand the platform’s functionality better.
Performance Lacks Agility: The software rigidity hampers productivity and it functions slow at higher workloads in the experience of 80% of users.
Cumbersome Features: It would benefit from more easily operative features, according to 80% of users reviewing functionality.

Researcher's Summary:

CRMNext helps companies in the finance, automobile, retail and media domains manage customer interactions more effectively through a unified dashboard, a consolidated customer view and user-friendly features. Users also say the ability to integrate with legacy systems and customize the product are notable benefits. Some major drawbacks include limited training and product resources, along with some bugs that affect productivity. It also lacks the performance and speed some users are looking for. In summary, businesses looking to automate their marketing and customer relation efforts may find this to be a good choice.

Key Features

Contact Management: Collates information from internal systems, third-party applications and manually captured data for viewing. Provides access to customer intel, targeted offers and behavioral insights along with profile details and editing.
Account Management: Houses account details like status, balance, alerts, attachments, related transactions, activities and service requests. Also:

Automates and streamlines the account opening process
Integrates all systems such as back-office, document management, e-signature and more.
Eliminates screen hopping, duplicate entries, irrelevant fields, possibility of errors, rework and potential compliance problems.

Lead Management: Manage end-to-end sales operations from lead capture and assignment to qualification and follow up. Supports automated allocations, qualification scripts and customized workflows.
Campaign Management: Personalize, automate and execute omnichannel campaigns. Provides a drag-and-drop interface and tracks effectiveness based on time, channels and regions.
Opportunity Management: Manage deals in a sales pipeline and automate lead targeting, goal tracking, customized reporting, outreach, response and lead conversion.
Social Sales: Captures key insights, identifies common contacts and influencers, monitors brand mentions and conversations, offers collaboration tools, and delivers information about leads and service requests. Tracks conversations on Twitter, Facebook and LinkedIn to resolve queries and capture leads
Business Process Management: Create zero touch, end-to-end customer journeys with a visual process designer that integrates a front-end UI design. Automation offers pictorial representation, collects and updates data, and creates journeys and flows based on business requirements.
Referral Management: Track and manage referral programs with end-to-end integrated lead and referral process automation to convert prospects into leads.
Case Management: Capture cases from multiple channels and facilitate resolution by viewing case history and past interactions. Create up to 10 complex case workflows.
Feedback Management: Offers feedback automation, surveys, real-time feedback capture and service processes.
Knowledge Management: A central repository provides access to descriptions, active and past cases, sales and marketing details, FAQs, troubleshooting instructions, product policy and procedures, video demos and more. Allows sharing solutions, tutorials and product updates.
Quotation: Create designs, quotations and more using standard templates.
Performance Management: Enables setting goals and incentives, monitoring performance, and automating reminders and escalations.
Competition Management: Build and adjust strategies in real time. Gathers intelligence on losses against competitors, captures competitor wallet share and generates on-demand reports that pinpoint issues.
Analytics: Offers actionable insights with a multidimensional analysis engine, an advanced business rules decision engine and AI-based algorithmic analysis. Also provides reports and dashboards, filtered data based on roles and permissions, and ad hoc reports for campaign execution.