CRMnext Reviews & Pricing

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. 

Limitations

•  Doesn’t provide an open API. 

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