CRMNEXT

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Read 19 CRMNEXT reviews and testimonials from customers, explore 32 case studies and customer success stories, and watch 5 customer videos to see why companies chose CRMNEXT as their Customer Relationship Management (CRM)

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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Customer Rating Review Scorebased on 2300 reference ratings
4.8/5.0 (2300)
  • Top Performer 2025 2025
    Winter 2025Top PerformerCRM Software

Featured Testimonials

  • "BDI is always committed to enable customers to take control of their financial objectives and goals. With CRMNEXT, we collaboratively work towards achieving BDI’s vision of transforming to a Digital First Bank focused on delivering best-in-class banking services enabled through innovative use of technology. The Bank has created a digital customer experience and action platform, leveraging the elasticity and seamless integrations across digital channels and branches. CRMNEXT platform provides a unified view of the customer, maximizing customer lifecycle value with stellar user experience."

  • "CRMNEXT's solution makes transactions more efficient, allowing more time and better information for staff to focus on customized service delivery. Our commitment to technology with CRMNEXT is about enhancing the relationships we have with our members."

  • "With CRMNEXT, Reliance Mutual Fund has achieved 50% reduction in transaction costs and 40% increase in customers under managed portfolios."

Featured Case Studies

  • Driving Excellence in Customer Experience With a Smart Unified Digital Platform

  • 86% Improvement In Customer Loyalty Index

  • Leveraging Intelligence And Automation To Transform Customer Experience

Featured Customer Videos

Additional CRMNEXT Information & Resources

Read CRMNEXT Reviews, Testimonials & Customer References from 19 real CRMNEXT customers.

Browse CRMNEXT Case Studies, Customer Success Stories, & Customer References from 32 businesses that use CRMNEXT.

Watch CRMNEXT Customer Videos to learn why 5 businesses chose CRMNEXT.

Explore answers to frequently asked questions about CRMNEXT.