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Clientbook Case Studies

  • Jack Lewis Jewelers - Customer Case Study

    John CarterOwner

  • Goodman & Sons - Customer Case Study

    Tony GoodmanOwner
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    4.7 / 5.0
    Customer References56 total
    About

    CRMNEXT is a financial services CRM solution designed specifically with the needs of banks and credit unions in mind. The platform integrates your core and other existing technology under a simple, easy-to-use interface that lets you see all customer and member information and complete tasks in one place. Long gone are the days stuck behind the computer having to cut-and-paste across systems to get work done. CRMNEXT automates the boring stuff so you can focus on real-life relationships instead. More than one million financial institution employees use CRMNEXT on a daily basis to simplify work, drive growth and deliver awesome experiences to over a billion folks around the globe. Gartner recognizes CRMNEXT as a leading player in sales force automation, service management, and lead management. For more information, visit www.crmnext.com

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    4.7 / 5.0
    Customer References31 total
    About

    ClientTether is a client engagement platform that automates lead conversion, sales, marketing, client retention, online review management, quoting, and other services for small to medium businesses. Their platform was designed by multi-location home service and franchisor teams to streamline the otherwise complex aspects of standardizing and automating client engagement across many diverse business locations.

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    Customer References38 total
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    Spiro is the industry’s first proactive relationship management platform. Natively built on artificial intelligence, Spiro provides a single solution encompassing traditional CRM, sales enablement and telephony. Spiro’s AI engine eliminates the need for data entry and proactively guides sales people to the right actions at the right time.

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