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CRMNEXT Reviews

User Rating

4.2/5 (Based on 19 Ratings)

Rating Distribution

  • Excellent

    47.4%
  • Very Good

    36.8%
  • Average

    10.5%
  • Poor

    5.3%
  • Terrible

    0%

Do You Use CRMNEXT?

Write a Review
Reviews
PS

Pushapraj S

July 11, 2020 Source: G2.com
"CRM Expert"
What do you like best?

It's very easy to use and customize, and person with no coding experience can also Implement end to end solution with minimal guidance.

System is 100% customizable and even legacy system integration is a easy module without any coding.

What do you dislike?

There is still some scope to enhance the system performance and building new features that is more inline with Business needs

Recommendations to others considering the product:

I have seen many other CRM systems but the way CRMnext is designed its commendable.

It's use is user friendly for Users as well as for Internal IT team.

What problems are you solving with the product? What benefits have you realized?

We are using the most of the capabilities of CRMnext mentioned below but not limited to.

a. Lead referral from Website and our internal portal with End to end Customer Onboarding

b. Account 360 with real time data pulled from legacy systems

c. End to End Service module including complaint process

d. Stakeholders and Financial Information

e. Implementation of Compliance module including FATCA, CRS

f. Integrating CRM with our reporting tools

Read more
UB

User in Banking

June 24, 2020 Source: G2.com
"Experts in CRM"
What do you like best?

Easy Customisation as per client requirement

What do you dislike?

No Dislikes as all the requirements are easily met in one or other feature.

Recommendations to others considering the product:

Good option for CRM Implementation

What problems are you solving with the product? What benefits have you realized?

Customer 360

Lead Management

Case Creation

Contact Centre Module

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TV

Tarun V

July 29, 2020 Source: G2.com
"Ease of using product is the best part."
What do you like best?

Communication part is handled effectively.

What do you dislike?

Some times find it hard to navigate between the tabs.

What problems are you solving with the product? What benefits have you realized?

Client dealing is much easier. Reports could be extracted at any point of time to under the sales figures.

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PC

Peter C

December 9, 2019 Source: G2.com
"End To End Process Automation."
What do you like best?

Offers a detailed brand and customer contact description. Good accountability in the engagement of customers. Capability of integration with a visual engine.

What do you dislike?

Mobile offline capabilities is a challenge sometimes. Some Admin functions could be smoother.

Recommendations to others considering the product:

Do not underestimate the cooperative challenges of third parties. It's often not technical integration, but a third party's inability to commit resources or share the same sense of urgency / priority.

What problems are you solving with the product? What benefits have you realized?

With minimal manual intervention, we are able to automate lead management end-to-end system over channels to add value if needed. In the process design and implementation, there were initial difficulties but we were able to overcome them without much difficulty. The expertise of CRM teams in running these large-scale projects was very useful.

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UI

User in Insurance

August 3, 2020 Source: G2.com
"CRM usage feedback"
What do you like best?

One solution for any business requirement.user friendly,easy to use software,no dependency.Can be user in any corporate sector.

What do you dislike?

Work really slow if the bandwidth increase should arrange frequent training for users for better understanding in terms of configuration and customization.

Recommendations to others considering the product:

Not yet

What problems are you solving with the product? What benefits have you realized?

Single application for multipurpose business.No need for purchasing multiple software of other departments.

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SB

Sachin B

July 30, 2020 Source: G2.com
"User friendly"
What do you like best?

Easy to navigate

360 degree view

What do you dislike?

Dynamic flow bases on previous results not available

Recommendations to others considering the product:

Review new modules, advances and easy plug and play design

What problems are you solving with the product? What benefits have you realized?

Unified front end system

Read more
CI

Consultant in Insurance

June 30, 2020 Source: G2.com
"system is easy to use and configurable"
What do you like best?

Layout and Processes are easy to configure

What do you dislike?

System delivery to be more agile and new feature implementation like google analytics is missing and other new features in BFSI market

Recommendations to others considering the product:

CRM is an easy use to use application with 70-80% configurable. Only challange is the delivery execution and agility in terms of delivery

What problems are you solving with the product? What benefits have you realized?

NA

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ST

Shrikant T

June 25, 2020 Source: G2.com
"Process Oriented and properly places escalation matrix"
What do you like best?

Best in class 360 degree customer view `

What do you dislike?

Delays in customized development and integrations

Recommendations to others considering the product:

Ease of integration with existing Systems. Customized Admin module

What problems are you solving with the product? What benefits have you realized?

Lead integration with different external entities. We can leverage on external entities business and vice versa

Read more
AK

Aliasgar K

June 24, 2020 Source: G2.com
"Be Informed To Make Your Businesd and Customers Happy"
What do you like best?

Consolidated view with all modules like Lead Management, Service Management, Activity Management linked with each othe

What do you dislike?

Product rigidity in some cases and complex configurations.

Recommendations to others considering the product:

Quite appropriate for organisations with multiple products specially financial institutions.

What problems are you solving with the product? What benefits have you realized?

Customer 360 degree view. Lead conversions and Straight Through Processing of services.

Read more
jj

jyothish j

March 1, 2019 Source: G2.com
"CRMnext is a must try for marketing teams looking for a lead management or sales enablement solution"
What do you like best?

CRMnext provided the right mix of lead management + campaign management in one tool. Its very simple, easy to integrate and easy to use.

What do you dislike?

After using for a month or so, felt that its little too simple and can have more features.

Recommendations to others considering the product:

If you want a sales enablement plus lead management solution, CRM next can be an option to try it out.

What problems are you solving with the product? What benefits have you realized?

Wanted a proper lead scoring, triggering and campaign management solution.

Read more

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