- Deployment:
- Company Size:SML
- Features:
- Platforms:
- Pricing:
Media
Details
CRMNEXT is a leading interoperable cloud CRM software with advanced project management functionality to help organizations streamline their projects. It was one of the winners of Gartner’s CRM Excellence Award in 2014.
These project management capabilities help organizations with planning, organizing, managing and tracking tasks, tools and dependencies to ensure fruitful and profitable project implementation.
CRMNEXT’s sales automation features advanced functionality to reduce churn and increase sales. This leads to the creation of front-end sales teams with access to information about all product sales based on the customer’s needs and profile.
Sales agents are empowered to make informed decisions through CRMNEXT. CRMNEXT functionality also allows sales representatives to offer customers their ideal products, reduce cycle time and increase profit booking by facilitating effective cross-sells and upsells.
The company offers three editions as per your business needs.
- SoHo Edition: This Edition is suitable for small and at home offices. It provides features such as Leads and Opportunities, Service Requests, Customers and Contacts, Campaigns, Mailing Lists, Reports and more.
- SMB Edition: This Edition is ideal for small and medium business. It has all the features of SoHo in addition to more features like Analytics and Dashboards, Social Media, Workflows, Templates and more.
- Enterprise Edition: This Edition is for enterprise users and has all the features of SMB Edition. It also has advanced features such as Data Deduplication, Payments Customer self-service, Integration engine, Business Rules, Online sales, Assignments and more.
The extensive project management functionality will provide organizations with a flexible framework within CRMNEXT to budgets, schedules, costs, status reports to track and resource planning. Organizations using CRMNEXT can create projects at multiple levels and maintain thorough project tracking.
The project management feature enables organizations to easily add tasks and requirements, adding to the planning and to documents relating to tracking and manage multiple projects.
Features
Deployment
- Hosted (Cloud)
- On-Site (Premise)
Features
- Mobile App
- Dialer Integration
- Invoicing
- Email Marketing
- Marketing Automation
- Analytics
- Knowledge Database
Pricing Model
- Monthly subscription per user
- Yearly subscription per user
- Metered per minute
- Monthly site license
- Yearly site license
- Flat fee
- Monthly subscription
- Percentage-based (% of collections or claims)
- Fee-based (fixed $/claim)
- Hybrid (combination of % and fixed amount/claim)
Target Company Size
- Startup
- Small-to-Medium Business
- Enterprise
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
- Account Manager
Mobile Apps Offered
- None
- iOS
- Android
Installation Options
- Self-Installation
- Professional Installation
- Instant Setup
Service Level Agreement
Support Features
- FAQs Section
- Tutorials
- Telephone Support
- Email Support
- 24/7 Support
- Online Chat
- Forum
- In-Person Training
- Social Media
- Knowledge Base
- Webinars
Compatible Operating System(s)
- Windows
- iOS
- Linux
- Mac
- Android
Deployment
- Hosted/Cloud
- On-Premise
- Mobile
Salesforce Automation
- Account Management
- Call Management
- Contact Management
- Customer Interactions
- Document Management
- File Sharing
- Inventory Management
- Invoicing
- Lead Management
- Opportunity Management
- Order Tracking
- Partner Management (PRM)
- Product Purchase Reports
- Sales Analytics
- Sales Collaboration
- Sales Quotes
- Territory / Quota Management
- Workflow Automation
- Funnel management
- Filters
- Call Log
- API
- Task Management
Marketing Automation
- Email Marketing
- Competitor Tracking
- Campaign Management
- Lead Management
- Marketing ROI and Analytics
- Drip Campaigns
- Landing Pages & Signup Forms
- Auto-Responders
- Social Activity Automation
- Shopping Cart Abandonment
- Conversion Tracking
- Link Tracking
- Pipeline Management
- Sales Pipeline
- Custom Dashboards
- Built-In Dashboards
- Sales Forecasting
- Charts
Customer Service Features
- Email Management
- Customer Portal/Account
- Self-Service
- Real Time Sharing
- Chat/IM
- Case Management
- Knowledge Management
- Escalation
- Call Center Support
- Custom Reports
- Built-in Reports
- Ticketing
- Multiple Currencies
System / Management Features
- Employee Tracking & Support Applications
- Group Calendar
- Performance Reviews
- Employee Profiles
- Knowledge base
- Social CRM
- Project Management
- Event Management
- Activity Tracking
- Role-Based Permissions
- Single Sign On
- Lead Scoring
- SMS
- Notifications
- Limit 10000 contacts
- Limit 7500 contacts
- Limit 5000 contacts
- Limit 3000 contacts
- Limit 1000 contacts
- AI Features
- Vendor Management
- Mobile App
- Data Migration
- Call/Phone
- Contact List
- Web Forms
- Unlimited Users
- Gamification
- Deal Scoring
- Data Exports
- Geolocation
- Call Scripts
- Call Recording
- Call Tracking
- Sentiment Analysis
- Email Templates
- Appointments
- Tags
- Fields
- Automated Distribution
- Data Imports
Integrations
- Outlook
- Constant Contact
- GetResponse
- Web Dialer
- G-Suite
- Amazon Seller Central
- Fedex Rates & Shipping
- Zoho Finance Suite
- Pay U
- QuickBooks
- Paypal
- Zoho Desk
- Zendesk
- Zoho Campaigns
- MailChimp
- dotConnect
- Google Analytics
- Zoho Analytics
- Zoho WorkDrive
- Dropbox
- Google Drive
- Zoho Flow
- Trello
- Zapier
- Zoho Cliq
- Microsoft Teams
- Slack
- Zoho PhoneBridge
- Amazon Connect
- Ring.io
- Zoho Meeting
- GoToMeeting
- Zoom
- Stripe
- wepay
- MS Office 365
- Power BI
- Private Apps
- Public Apps & Integrations
- Sync API
- Firehose API
- Hubspot
- Core API
Price
- 1 - Inexpensive
- 2
- 3 - Moderate
- 4
- 5 - Expensive
Features
- 1 - Limited features
- 2
- 3 - Moderate
- 4
- 5 - Full featured
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