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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
Pricing Model
- Monthly subscription per user
- Monthly subscription
- Yearly subscription per user
- Monthly site license
- Yearly site license
- Metered per minute
- Flat fee
- Percentage-based (% of collections or claims)
- Fee-based (fixed $/claim)
- Hybrid (combination of % and fixed amount/claim)
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Account Manager
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
Mobile Apps Offered
- None
- iOS
- Android
Mobile friendly?
- Yes
- No
Service Terms Offered
- Commitment Free
- Free Setup
- Free Cancellation
- Money Back Guarantee
- Month-to-Month Option
- Keep Original Number
- Customizable Plans
- Account Manager
- Free In-Network Calls
- Unlimited Minutes
- International Calls
- Reduced Price for Multiple Users
Support Features
- FAQs Section
- Tutorials
- Telephone Support
- Email Support
- 24/7 Support
- Online Chat
- Forum
- In-Person Training
- Social Media
- Knowledge Base
- Webinars
Installation Options
- Self-Installation
- Professional Installation
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
Marketing Automation
- Campaign Management
- Competitor Tracking
- Email Marketing
- Lead Management
- Marketing ROI and Analytics
- Drip Campaigns
- Landing Pages & Signup Forms
- Auto-Responders
- Shopping Cart Abandonment
- Social Activity Automation
- Conversion Tracking
- Link Tracking
Customer Service Features
- Built-in Reports
- Call Center Support
- Case Management
- Chat/IM
- Custom Reports
- Customer Portal/Account
- Email Management
- Escalation
- Knowledge Management
- Ticketing
- Real Time Sharing
- Self-Service
System / Management Features
- Employee Profiles
- Employee Tracking & Support Applications
- Group Calendar
- Knowledge base
- Performance Reviews
- Social CRM
- Project Management
- Event Management
Integrations
- Constant Contact
- GetResponse
- Outlook
- Web Dialer
Service Level Agreement
- Yes
- No
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