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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
Legrand CRM they are motivated by a pretty simple set of principles. Give businesses useful tools that help them get the job done. Ease-of use is of utmost importance. Practicality and functionality are key. They’ve applied these principles to the development of a Customer Relationship Management (CRM) system that is practical, intuitive, full of powerful features, flexible [so you can configure it to your needs], and is easy to integrate with your accounting system, web site and other business applications.
With integrated CRM, projects, billing, help desk, reporting and collaboration, WORKetc is the all-in-one cloud-based software solution to manage your growing business. WORKetc gives users complete control over the data they enter and the data they want to see. Custom fields, projects, and workflow keep the system customizable and adaptable to handle its users’ evolving needs. It grows alongside your company, letting you do what you want and how you want it done. The system goes beyond what the average CRM can do by letting you manage and track all aspects of the entire customer lifecycle. WORKetc is there every step of the way - from the initial sale through to quotes, projects, product delivery, invoicing, customer support, and that all-important follow up sale. WORKetc captures everything you do with your contacts, be it correspondence, amendments, or new projects and sales. Through its extensive activity history module, it encapsulates the very meaning of CRM - a running record of the relationships you have with your contacts, from the very first email you sent them to the latest support ticket that they filed. Turn any email into a lead, project, or support ticket using the Gmail add-on and Outlook add-in. Set up two-way syncing between WORKetc and Google or Outlook Contacts. Access all of your Google Drive, Dropbox, or Box files without having to leave the CRM environment. Capture notes and ideas in Evernote and turn them into project updates, tasks, and leads. WORKetc also features integration with Xero Accounting and QuickBooks Online, two of the most extensively used accounting programs today. Automatic sync of invoices to QuickBooks Online and Xero reduces the need for double entry. Access your WORKetc data from your office or out in the field using the iOS and Android apps. Review important notes prior to a client meeting, or record your timesheet for on-site work. Say goodbye to painful integrations and multiple costly web apps and say hello to big-time productivity and efficiency when you grow your business with WORKetc. It’s more than just a CRM.
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