CRMNEXT is a leading global banking CRM solution provider that helps financial institutions transform customer acquisition, experience, and relationships across digital and assisted channels.
Email: sales@crmnext.com
Phone: +91-120-3000-300
CRMNEXT Banking CRM
Category: Customer Relationship Management
Banking-specific CRM platform with AI-powered customer journey orchestration, automated lead management, relationship-based pricing, unified customer view, compliant banking processes, and seamless integration with core banking systems. Features specific modules for retail banking operations..
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CRMNEXT Insurance CRM
Category: Lead Management Systems
Centralized lead management, automated lead allocation, agent/broker onboarding, distribution performance dashboards, end-to-end policy workflow automation, omnichannel sales, and compliance management..
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CRMNEXT for Financial Services
Category: Workflow Management Systems
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..
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