From the frontline staff to the c-suite, lending to marketing and the contact center. We cover it all.
CRMNEXT will transform your data strategy from the bottom up, uniting the data from all of your disparate systems—from your core to your LOS, and applications in between—making it orchestrated and actionable across your entire organization.
Our CRM was built to simplify work for your whole team. Below, you’ll get a taste of just what that looks like.
For Customer Service & The Contact Center
CRMNEXT gives your team the ability to track cases, assign tasks for completion, communicate omni-channel directly with your customers or members, and then some. Other systems create more work. Ours streamlines and simplifies.
For Account Opening
A CRM should give you visibility on where an account is in the journey. Whether the account is started online or finished in branch, we empower the backend of account opening so it can be streamlined cross-journey for the convenience of your members or customers and staff. Easy peasy.
For Lead Management
Burn the sticky notes! Leads should be easy to create, easy to track, easy to assign to the right people, and easy to get working. And all in one seamless platform. 70% of leads fall through the cracks – we’re here to change that.
For Maintenance
Our system is codeless, which means maintaining workflows and architecture won’t require extra staff. On top of that, we offer incredible risk analysis, governance, and ways to track the gaps. Optimizing has never been so easy.
For Lending
Lending is the growth engine of your organization, right? It’s time to make it as streamlined as possible. That means the loan process should be simple to track with employees up to date on the life cycle throughout. No more guessing, just closing.
This transformation can’t wait
There is no better time to get started than now.
To see CRMNEXT in action and get a feel for how our platform can transform your financial institution, fill out the form and we’ll get in touch to set up a time to give you a walk-through.
