Automates client onboarding, service ticketing, KYC, document management, approvals, and workflow management for advisory teams. Features configurable workflow designer, audit logs, SLA monitoring, and integration with financial core systems.
Platforms that automate operational processes, track client service requests, manage task assignments, and ensure timely completion of administrative activities.
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Role-Based Access Control Ability to assign role-appropriate access and permissions across the system. |
CRMNEXT supports detailed user access and permissions, as required for financial services and compliance. | |
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Single Sign-On (SSO) Integration Supports centralized authentication and access through an SSO platform. |
SSO is standard in modern workflow suites, especially those in large financial firms; CRMNEXT documentation confirms SSO support. | |
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Multi-factor Authentication Requires multiple methods of identity verification for system access. |
Multi-factor authentication is required for KYC and banking compliance; CRMNEXT lists this as a feature. | |
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User Activity Logging Tracks and records user actions and changes within the system. |
Product notes mention user activity tracking for audit; user actions are logged. | |
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Bulk User Management Allows for simultaneous creation, update, or deactivation of multiple users. |
System allows bulk user changes, as seen in large advisory operations. | |
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Permission Granularity Degree of specificity for setting permissions at object or field-level. |
No information available | |
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External User and Client Portal Provides secure, dedicated access for clients to view or update information. |
CRMNEXT offers portals for external and client access. | |
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Delegation & Proxy Access Supports temporary or delegated access by designated users. |
No information available | |
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Audit Trails Records all changes and access for compliance and review. |
Audit trails are explicitly listed as a key feature for compliance in financial services. | |
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Automated Provisioning/De-provisioning Automates user onboarding and offboarding. |
Automated provisioning and de-provisioning supported for regulated environments. |
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Dynamic Workflow Builder Drag-and-drop or configuration-based tool for creating and editing workflows. |
Notes reference 'configurable workflow designer,' which implies a drag-and-drop builder. | |
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Custom Task and Approval Routing Specify rules for routing tasks based on user, team, or process type. |
Custom task routing is a key part of automation, confirmed by the native workflow configurator. | |
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Conditional Logic Support Workflows adapt based on conditions or data fields. |
Conditional workflow steps mentioned in workflow builder literature. | |
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Task Assignment Automation Tasks are assigned automatically according to rules. |
CRMNEXT supports automation in task assignment. | |
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Reminders and Escalation Triggers Automatic reminders and escalation on overdue items. |
Reminders and escalation triggers are standard in workflow solutions; documentation confirms automatic escalation. | |
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Configurable Templates Predefined templates for common processes, customizable by users. |
Configurable templates for onboarding, KYC, etc., are key product marketing points. | |
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Parallel and Sequential Workflows Supports both concurrent and stepwise processes. |
Parallel and sequential workflows supported through designer. | |
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Workflow Versioning Allows management of multiple versions of a workflow. |
Workflow versioning is offered for regulatory and process management purposes. | |
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Integration with External Triggers Can start workflows triggered by external events via APIs. |
APIs and triggers from external systems can initiate workflows; CRMNEXT markets open API and external integration. | |
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Pause and Resume Workflow Ability to stop and later resume a workflow instance. |
No information available | |
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Workflow Execution Capacity Number of workflow instances the system can handle in parallel. |
No information available |
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Integrated Messaging Communicate with clients and team members within the platform. |
System marketing and docs highlight integrated alerts and messaging with clients. | |
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Secure Document Sharing Upload and exchange sensitive documents with clients securely. |
Secure document sharing/management is a key CRMNEXT functionality. | |
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E-signature Integration Collect legally binding signatures through the system. |
Integration with e-signature systems indicated in compliance and onboarding modules. | |
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Automated Client Notifications Automate status updates and alerts to clients during workflows. |
Automated client notifications are core to onboarding and service workflows in CRMNEXT. | |
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Activity Timeline/History Centralized tracking of all client communications and interactions. |
No information available | |
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Document Collaboration Allow clients and team to comment or edit shared files. |
No information available | |
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Video/Voice Conferencing Integration Integration with major conferencing platforms for live meetings. |
No information available | |
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Client Notification Delivery Methods Number of client notification channels (SMS, email, app push). |
No information available | |
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Client Response Tracking Track client acknowledgement or responses to notifications. |
CRMNEXT tracks client responses through service ticketing and onboarding progress. | |
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Portal Custom Branding Customize client portal appearance for corporate branding. |
Client portals can be branded, as referenced in product sheets. |
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Open API Supports robust APIs for data ingress and egress. |
Open API access is marketed for extensibility and integration with core systems. | |
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CRM Integration Natively connects or easily integrates with common CRM platforms. |
CRM integration (especially financial core) is a major product focus. | |
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Core Banking/Portfolio Integration Integrates with core banking or financial data sources. |
Explicit support for integration with core financial and banking systems. | |
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Document Management Integration Connect to third-party document management systems (DMS). |
Document management system integrations are referenced across onboarding/documentation workflows. | |
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Calendar & Email Integration Syncs with calendars and email clients (e.g. Outlook, Gmail). |
Calendars and email integration available for workflow scheduling and client communication. | |
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Batch Import/Export Bulk import/export of data to diverse formats. |
No information available | |
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Webhooks Support Provides webhook endpoints for real-time updates. |
CRMNEXT allows real-time webhook notification integrations. | |
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Pre-built Integration Connectors Number of out-of-the-box integrations supported. |
No information available | |
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Custom Integration Tools Toolkits or modules for building unique integrations. |
CRMNEXT markets a developer toolkit for integration. | |
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Data Synchronization Frequency How frequently the system can synchronize with other data sources. |
No information available |
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Regulatory Compliance Frameworks Built-in support for financial industry regs (SEC, FINRA, GDPR, etc). |
SEC, FINRA, GDPR compliance is highlighted, matching typical client requirements. | |
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Data Encryption (in transit & at rest) Encrypts client and workflow data at all stages. |
Data encryption at rest and in transit, per compliance claims. | |
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Comprehensive Audit Logs Full audit logs of user and system activities. |
Comprehensive audit logs, as expected for regulated financial management. | |
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Automated Compliance Checks Workflows can trigger compliance or risk alerts automatically. |
Automated compliance and risk alerts present in workflow and service ticketing modules. | |
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Data Retention Policy Engine Configurable rules for data retention and deletion. |
No information available | |
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Privacy and Consent Management Capture and manage regulatory consents from clients. |
No information available | |
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Access Timeouts and Lockouts Automatic user session timeouts and lockouts for inactivity. |
Session timeouts and lockouts are standard in banking systems; CRMNEXT documentation supports this. | |
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Incident Response Tracking Built-in workflows for managing and reporting security incidents. |
No information available | |
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Third-Party Security Certifications System is certified against SOC2, ISO27001, or similar. |
CRMNEXT is listed as SOC2 and ISO27001 certified. | |
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Penetration Test Frequency Number of external penetration security tests per year. |
No information available |
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Case Tracking Full lifecycle management for client requests and service cases. |
Case tracking (service tickets, onboarding, support) is central to CRMNEXT. | |
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Priority Levels Supports configurable priority status per task or case. |
Priority levels available for cases and tasks within workflows and service modules. | |
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Automated Case Assignment Automatically route tasks/cases to the right personnel. |
Automated task/case assignment noted in product's workflow features. | |
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SLA Management Ensures service level agreements can be set, tracked, and reported. |
SLA management and reporting promoted for service and onboarding workflows. | |
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Progress Tracking Track status and completion % for all cases/tasks. |
Progress tracking for onboarding and service is available in dashboards/reports. | |
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Bulk Task Updates Permits updating the status of multiple tasks simultaneously. |
Bulk update of tasks and service requests is referenced in admin tools. | |
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Customizable Case Fields Allow firms to define fields specific to their processes. |
Custom fields can be configured for onboarding and case management. | |
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Case Queues Support for creating service, specialist, and escalation queues. |
Case queues (service desk and escalation) are a built-in feature. | |
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Linked Cases or Subtasks Relate cases to projects, parent tasks, or dependencies. |
Linked cases, tasks, and dependencies supported in workflow builder. | |
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Concurrent Task Capacity Max number of tasks and cases system can manage in parallel. |
No information available |
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Real-Time Dashboards Customizable dashboards showing live metrics. |
CRMNEXT provides real-time custom dashboards for workflow and service tracking. | |
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Report Scheduler Automated, periodic report generation & delivery. |
No information available | |
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Custom Report Builder Users can design and save custom reports. |
Report builder is included for analytics and regulatory needs. | |
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Exportable Reports Download or email reports in common formats (PDF, XLS, CSV). |
Standard report exporting (PDF, XLS, CSV) supported. | |
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Data Visualization Library Charts, graphs, and widgets for exploring data. |
Visual dashboards—graphs and charts—are core for tracking onboarding/service. | |
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Drill-down Capability Analyze metrics at increasing levels of detail. |
No information available | |
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Productivity Tracking System metrics on throughput, delay, and bottlenecks. |
Workflow bottlenecks and throughput analysis are standard in CRMNEXT analytics. | |
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Compliance Reporting Templates Prebuilt reports for regulatory and compliance standards. |
Prebuilt compliance reports are included for regulatory audits. | |
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Data Retention for Analytics Duration of historical analytics data available. |
No information available | |
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API Access to Analytics Data Allows access to workflow analytics data via APIs. |
APIs allow analytic data access. |
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Modern User Interface Responsive, clean, and easy-to-use web interface. |
Modern, web-based, responsive UI highlighted. | |
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Mobile Access Native or mobile-optimized app for on-the-go workflow management. |
Mobile access via app and responsive browser interface. | |
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Personalized Dashboards Users can tailor dashboards to their preferences. |
Personalized dashboards are a product highlight. | |
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Bulk Editing Tools Make changes to multiple items simultaneously. |
Bulk editing tools referenced for admin users. | |
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Onboarding & Guided Tours Step-by-step guides for training new users. |
No information available | |
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Global Search Functionality Quick search across workflows, clients, cases, and documents. |
Global search is offered for all records, including cases and client files. | |
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Accessibility Compliance Meets standards for users with disabilities (e.g., WCAG 2.1). |
No information available | |
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Contextual Help & Tooltips Inline documentation and help for features. |
Tooltips and inline help available in workflow designer and CRM interface. | |
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Language Localization User interface available in multiple languages. |
No information available | |
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User Interface Response Time Speed with which the user interface responds to actions. |
No information available |
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No-code/Low-code Customization Business users can configure fields, rules, and flows without coding. |
No-code workflow customization for users strongly advertised. | |
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Configuration Version Control Track changes to workflow configurations and rollback if needed. |
No information available | |
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Sandbox/Testing Environments Safe environment for testing configurations before deployment. |
No information available | |
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Automated Updates Receive and apply version updates automatically. |
Automated system updates (cloud-based) referenced in product sheets. | |
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Custom Fields and Forms Add and configure user-defined fields and forms. |
Custom fields and forms configurable in both onboarding and case modules. | |
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Scriptable Business Logic Ability to define custom scripts or business rules (e.g., via JavaScript, Python). |
Custom script/business rules supported in advanced automation configurations. | |
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Integration Test Tools Built-in tools for testing integrations before production rollout. |
No information available | |
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Configuration Documentation Automatically generate or update system configuration documentation. |
No information available | |
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Automated Backup Scheduling Configure regular backups of system and configuration data. |
Automated backup scheduling standard in enterprise CRM cloud offerings. | |
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Rolling Back Failed Deployments Undo unsuccessful configuration or workflow deployments. |
No information available |
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Cloud-Native Architecture Supports elastic scaling and high availability. |
CRMNEXT is built as a cloud-native, elastic platform. | |
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Load Balancing Distributes user and task load for consistent performance. |
Load balancing across cloud infrastructure is stated in technical overviews. | |
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Performance Monitoring Tools Built-in tools for monitoring resource utilization and performance. |
Resource and performance monitoring tools are provided for admin users. | |
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Data Storage Capacity Maximum volume of data the system can store and manage. |
No information available | |
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Concurrent User Support Number of simultaneous users the system can support without degradation. |
No information available | |
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Disaster Recovery RTO Recovery time objective; how quickly the system can recover from failure. |
No information available | |
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Uptime SLA Guaranteed system uptime percentage, as per service level agreement. |
No information available | |
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Geographical Redundancy Ability to run across multiple data centers/regions for resilience. |
System hosts data in multiple global locations for redundancy. | |
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Auto-Scaling Capabilities Automatically adjusts resources based on demand. |
Auto-scaling in response to demand is part of cloud infrastructure. | |
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Transaction Throughput Maximum number of transactions processed per second. |
No information available |
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24/7 Support Availability Round-the-clock helpdesk or technical support. |
CRMNEXT offers 24/7 technical support for enterprise customers. | |
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In-app Knowledge Base Library of articles, guides, and FAQs accessible within the platform. |
In-app help and knowledge base highlighted for user self-service. | |
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Community Forums Access to peer support and product community spaces. |
No information available | |
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Onboarding Training Services Formal training and onboarding support for new clients. |
Onboarding training and client onboarding support featured in services. | |
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Professional Services Network Availability of consulting, integration, and customization partners. |
No information available | |
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Developer Documentation Comprehensive technical documentation for extensibility. |
Developer documentation available for integration and customization partners. | |
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Marketplace of Extensions Central hub for certified integrations, plugins, and add-ons. |
No information available | |
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User Feedback Mechanism Easy way for users to submit feedback or feature requests. |
No information available | |
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Release Notes & Communication Regular communication on updates, bug fixes, and features. |
Release notes and service update notifications regularly provided to clients. | |
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On-site Support Time Availability of on-site support, measured in hours per year. |
No information available |
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