NexJ CRM

Unlock Your Client’s Full Potential with our Sales, Trading & Research CRM

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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.
NexJ Systems

Screenshot & Video

1/3

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

CRM

  • Calendar & Task
  • Contact Management
  • Collaboration Tools
  • File Management
  • Forecasting & Analytics
  • Mobile Access
  • Pipeline Management
  • Reporting
  • Sales Automation

Customer Loyalty

  • Activity Tracking
  • CRM
  • Reporting and Analytics
  • Rewards Management

Customer Engagement

  • Churn Management
  • Communication Management
  • Content Creation
  • Feedback Management
  • Reporting/Analytics
  • Video Support

Customer Experience

  • Action Management
  • Customer Segmentation
  • Dashboard
  • Feedback Management
  • Knowledge Management
  • Multi-Channel Data Collection
  • Predictive Analytics
  • Operations Management
  • Sentiment Analysis
  • Trend Analysis

NexJ CRM Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Quote Based

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