My CRMNEXT Review in 2024: Features, Integrations and More

What Does CRMNext Do?

CRMNext is an industry-specific CRM that was developed specifically for the financial sector. The software is especially beneficial to banks and credit unions and includes specialized features for these types of businesses. The tool has also proved useful in other industries, such as telecom, pharma, retail, and media.

CRMNext software is a flexible solution that helps unify and streamline every role within your business. It gives you a 360-degree view of your customers to help your front-line staff engage better and retain more clients.

The software includes numerous features that help to streamline your customer’s journey through the pipeline from the moment they first interact until the sale is completed and even afterwards. 

Now that we understand more about CRMNext, let’s review the software.

Key Features of CRMNext

CRMNext includes many features that you’ll find in a more general CRM. For example, you’ll find features that allow you to automate your marketing, draw insights and reports, and build customizable workflows.

Let’s take a closer look at some of the standout features of CRMNext.

Lending Streamlining

The CRMNext software includes a unique feature ideally suited to the financial industry for loan processing. The Lending feature is handy for streamlining the lending process in your business. 

This feature enables users to monitor the client’s loan application process even when another department is handling it. As such, your sales team knows exactly where the application is and what the status is without having to contact other departments or wait for a response.

The tool also gives the salesperson real-time visibility and updates on the evaluation process. This helps to ensure that all of your potential leads are taken care of and no one slips through the cracks when the process changes hands.

With CRMNext, creating customized workflows that match and streamline your current work processes is also very easy. This includes developing a workflow for loan approvals that includes every step of the process. 

Lead Management

Lead management is another impressive feature of CRMNext. Being able to manage your leads effectively is one of the factors that can contribute to winning or losing a sale.CRMNext facilitates the effective handling of leads by providing a simple way of viewing, tracking and interacting with your leads.

You have access to a 360-degree view of every lead in your pipeline. This means that their information is aggregated, unified, and organized logically in the CRM. This will show crucial information regarding your client at a glance. It can include products or services they’ve purchased in the past, what they’re applying for now, and much more.

There are also case management features that allow users to streamline how they deal with customer issues, queries, and complaints. This means that no matter where a customer is in your pipeline, someone will be available to help every step of the way.

Lead tracking is another helpful feature that helps companies stay on top of their customers. With lead tracking, you can see where a lead is in the pipeline, what processes they’ve completed, and what happens next. You can also set notifications to alert you when there are any changes or updates on the status of a particular lead.

Pricing Plan

Unfortunately, the CRMNext website isn’t transparent regarding its pricing or subscription packages. This means interested users will need to contact their sales team to schedule a demo of the software. If you’re happy with what you see, the CRMNext team will then provide you with a custom quotation.

Additionally, their website does not mention a free version or trial period. This will be discussed on a case-by-case basis when you make contact with the sales team.

Is CRMNext Easy to Use?

CRMNext isn’t the easiest CRM to use. There is a slight learning curve to the software that businesses need to be prepared for. If your teams have used CRM software before, their training should be sufficient to get you up and going quickly. 

If your team does get stuck, there’s numerous options they can use to resolve the issue. This includes contacting customer support, arranging one-on-one training, or watching webinars. 

Available Integrations

Integrations with CRM software are essential for businesses to add more functionality to their tech stack and keep everything connected. CRMNext is no different and offers several valuable integrations with third-party software.

The integrations supported by CRMNext include: 

• Finacle Banking Software
• Symitar
• Dropbox
• OneDrive
• Cisco
• Twilio
• Finvu
• Perfios
• Finofr
• Gmail 
• Outlook
• Experian

Which Companies Work With CRMNext

Quite several large financial institutions already use CRMNext to improve their process. Let’s take a look at some of these companies now:

• Magnify Financial
• OBEE Credit Union
• Sound CU
• Dupaco Credit Union

Last Thoughts

Finding a good industry-specific CRM that delivers on its promise can be complex. However, many great options exist if you can spend some time looking for them. CRMNext is one such example. The software is ideal for companies in the financial industry, specifically banks and credit unions. Why not reach out to their sales team and determine if it’s the right fit for your business?