NexJ CRM
Unlock Your Client’s Full Potential with our Sales, Trading & Research CRM
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.
Licensing & Deployment
-
Cloud Hosted
-
Web-based
-
iPhone/iPad
-
Android
-
Windows
-
Mac
-
Linux
Support
-
Phone
Knowledge Base
-
Help Guides
-
Video Guides
-
Webinars
Media
NexJ CRM Core Features
Focus of CRM Feature
- Calendar & Task
- Contact Management
- Collaboration Tools
- File Management
- Forecasting & Analytics
- Mobile Access
- Pipeline Management
- Reporting
- Sales Automation
NexJ CRM Pricing
Pricing Type
-
Contact Vendor
Free Version
-
No
Payment Frequency
-
Quote Based
NexJ CRM Reviews
This profile is not claimed
Do you own or represent this business? Enter your business email to claim your Goodfirms profile.