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Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.
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LICENSING & DEPLOYMENT
- Cloud Hosted
- Web-based
- iPhone/iPad
- Android
- Windows
- Mac
- Linux
SUPPORT
- Phone
Knowledge Base
- Help Guides
- Video Guides
- Webinars
NexJ CRM Core Features
- Calendar & Task
- Contact Management
- Collaboration Tools
- File Management
- Forecasting & Analytics
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
- Churn Management
- Communication Management
- Content Creation
- Feedback Management
- Reporting/Analytics
- Video Support
NexJ CRM Pricing
Pricing Type
-
Contact Vendor
Free Version
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No
Payment Frequency
-
Quote Based
NexJ CRM Reviews
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