CRMNEXT
★★★★★ 4.5 · 2 Reviews
What is CRMNEXT?
CRMNEXT is the leading global CRM solution provider in financial services. A Gartner Magic Quadrant visionary company, CRMNEXT picks up where traditional CRMs leave off providing work simplification, robotic automation, immediate results and greater empowerment for both team members and customers. It eliminates the artificial barriers between human and digital channels, enables innovation and world-class, omnichannel customer experience from a single, unified platform. With more than one million bankers and one billion customers on the platform globally, CRMNEXT has become the largest CRM in financial services by effectively recalibrating the potential for both large and small organizations to grow assets, quality relationships, profitability, service and innovation. For more information, visit www.crmnext.com.
Alternatives to CRMNEXT
CreatioSpotlightCreatio is the leading provider of ONE platform to automate industry workflows and CRM with no-code and maximum degree of… Learn more about Creatio.
TabrasaSpotlightTabrasa offers automated sales and marketing solutions designed to meet the challenges of today's top mortgage lenders. Learn more about Tabrasa.
Accounting SeedSpotlightFounded in 2008, Accounting Seed is a full accrual accounting solution powered by Salesforce. Our accounting platform tracks… Learn more about Accounting Seed.
360AsklogixAsklogix's ambition is to become a leader in Cloud CRM solutions for the financial services industry. AskLogix's ™ product range… Learn more about 360Asklogix.
360ViewCRM360 View is the growth platform developed for banks and credit unions, providing all the tools necessary to maximize your team’s… Learn more about 360ViewCRM.
AdvisorEngineAdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology… Learn more about AdvisorEngine.
Backstop Solutions GroupBackstop Solutions Group's mission is to help the institutional investment industry use time to its fullest potential. We… Learn more about Backstop Solutions Group.
BandPay.MeBandPay is the app that allows artists and collaborators to manage payments - making sure everyone gets paid, and everyone gets… Learn more about BandPay.Me.
BankSight SystemsBankSight is The First Intelligent Banking Customer Engagement Application 100% purpose-built for banks and credit unions. It… Learn more about BankSight Systems.
Beanstalk SolutionsBeanstalk Roofing Management Software is available via Desktop or app, from which you may manage a project from start to… Learn more about Beanstalk Solutions.
CRMNEXT Reviews (2)
- ★★★★★1
- ★★★★★1
- ★★★★★0
- ★★★★★0
- ★★★★★0
Review Summary
Generated using AI from real user reviews
CRMnext earns strong marks for practical sales management, though the review pool is too small to draw firm conclusions. Both users praise its comprehensive feature set and ease of use, with the longer-term reviewer citing concrete wins in lead conversion and shorter sales cycles. The second reviewer highlights its versatility across business operations, though stops short of a perfect score without explaining why. Neither review surfaces complaints or limitations—a gap that means you're missing insight into potential drawbacks or use-case boundaries.
★★★★★
Thursday, April 10, 2014
“CRMnext is very comprehensive and user friendly. I have been…”
CRMnext is very comprehensive and user friendly. I have been using it for over a year now. It has really help us in improving our lead conversions and reduce sales cycles.
★★★★★
Thursday, April 10, 2014
St Signature“I have to admit, I was skeptical when sent here.…”
I have to admit, I was skeptical when sent here. But, they really have an amazing portfolio of products to help organize and track business sales. Their tools are great for managing almost every aspect of business. Definitely worth checking out.