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  • Reference Rating
    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 References178 total
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    Keap is on a mission to simplify growth for millions of small businesses. For 15 years, Keap has been helping small businesses get organized so they can deliver great service and close more business. Today, the pioneer of CRM and marketing automation software for small businesses serves more than 200,000 users globally with its Infusionsoft and Keap products.

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    4.7 / 5.0
    Customer References13 total
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    Linxcrm is a privately-owned software developer based in Queensland, Australia, that specialises in productivity software for the financial services sector. They are self-funded and have no financial ties with, nor ownership by, any lender, aggregator, insurer, producer group or retail franchise organisation. This means they can develop software that is in the best interests of their users. They are passionate about helping small businesses grow into strong and independent businesses, maintaining maximum profit and doing it with the least possible stress - all by implementing good business practices. LinxCRM is designed to be a key element in this growth.

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