CRMNEXT Reviews & Product Details

In simple terms? We bring everything, and everyone, together. CRMNEXT is THE banking CRM solution. Fully customizable to meet the specific CRM needs of community banks, credit unions, and the world’s largest financial institutions. The platform transforms every corner your credit union or FI by unifying your core, and the systems your core uses every day under a single, intuitive CRM application. CRMNEXT helps your financial institution simplify work, drive growth, and deliver on experience. Simplify Work: Empowering employees with a better experience by streamlining day-to-day activities. Drive Growth: Making your product smarter, upselling more seamless, and lead generation effortless. Deliver on Experience: Empowering employees to provide stellar experiences to the individuals they serve.

Seller

CRMNEXT

Discussions

CRMNEXT Community

Languages Supported

Arabic, Bengali, German, English, French, Hindi, Italian, Malay, Dutch, Punjabi, Spanish, Thai, Vietnamese, Chinese (Simplified)

Overview by

Emaan Abdelbaki

Value at a Glance

Averages based on real user reviews.

Perceived Cost

$$$$$

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CRMNEXT Media

Provides an overview of user's tasks.

Provides a real-time 360 view of the customer on a single screen.

Example of a code-less configurable Dashboard in CRMNEXT.

A glance at the account opening journey in CRMNEXT.

View as a marketer how you are communicating and how often with a member/customer

See which products they own at any time and see which products AI, Data, and the core recommends

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Bhagya H.

Product specialist

Mid-Market (51-1000 emp.)

3/13/2026

"“Simple Platform to Manage Customer Information in One Place”"

4.5/5

What do you like best about CRMNEXT?

I like how CRMNEXT brings customer data, interactions, and service requests all at one place, making it easier to track and manage customer relationships. The workflow automation helps reduce manual work, manual errors and improves team efficiency. I also appreciate the customizable, easily understandable dashboards and reports, these provides better visibility into customer activities and help teams respond more effectively. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Sometimes the interface feels some complex, especially when you are using first-time. Making navigation more simple and clear would improve the overall user experience. Review collected by and hosted on G2.com.

What problems is CRMNEXT solving and how is that benefiting you?

Before using CRMNEXT, managing customer information and follow-ups was time-consuming. It assists us in tracking the history of communication, service requests and customer interactions with ease. The platform is also useful in automating tasks like follow-up reminders, assigning leads, and tracking tickets, which saves time and allows our team to respond to customers faster. Review collected by and hosted on G2.com.

Padmakar B.

Delivery Head - IT Applications

Enterprise (> 1000 emp.)

7/16/2022

"Good operational CRM"

3.5/5

What do you like best about CRMNEXT?

The usability of CRMnext as an operational CRM, which helps in providing a 360 degree view of the Customer. It can also be used as a BPM with the recent upgrades. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Better flexibility in setting up the various workflows and support to be pci DBS compliant Review collected by and hosted on G2.com.

What problems is CRMNEXT solving and how is that benefiting you?

Establishing a single source of customer information and enable 360 degree view of corporate as well as retail customers. Lead management, customer service request fulfillment, compliant management, information management, contact and content management are the salient features of the solutions

. Review collected by and hosted on G2.com.

prashant m.

Branch Manager

Enterprise (> 1000 emp.)

4/21/2023

"Crm is good for managing and track leads"

5/5

What do you like best about CRMNEXT?

Process and disine very well once we kept lead same is assign to respective departments, very easy to get work done. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Taking maximum bandwidth, sometimes stuck between work or servers slowness Review collected by and hosted on G2.com.

Krishna S.

Sales Manager

Enterprise (> 1000 emp.)

5/22/2021

"Lead Register - CRM"

5/5

What do you like best about CRMNEXT?

It helps to enter all the sales Lead and then move these leads as there current status. Also helps to enter data of customer id, name, mobile no. Lead status, and moving them with the campaign. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Technically errors like warning pop-ups also having Error like not opening,slow working. Review collected by and hosted on G2.com.

Recommendations to others considering CRMNEXT:

Use this software. It is very much helpful and ease of Leads entry. No need to carry your Diary or register. Review collected by and hosted on G2.com.

What problems is CRMNEXT solving and how is that benefiting you?

It helps to enter all the sales lead, we don't require to maintain physical register for data of customer calling, simply we can call the customers and enter the leads in CRM and then check the status of that lead with lead id and moving them to converted or follow up or not closer of that lead. Review collected by and hosted on G2.com.

Krishna S.

Financial Sales Manager

Enterprise (> 1000 emp.)

6/24/2021

"One stop Solution for Digital Register and Marketing"

5/5

What do you like best about CRMNEXT?

It helps to enter leads in the CRM next without using physical register we can maintain customer data at any point of time and track the customer records. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Technical error occurs sometime and it shows warning popup sometimes due to repeated entry. Review collected by and hosted on G2.com.

Recommendations to others considering CRMNEXT:

CRM next is very helpful software you can use at any point of time anywhere you don't need to carry any physical register just use this marketing tool and maintaining customer data and track that customer data how progress it is going that follow-up mobile number email ID name salutations and the status of that call hot warm or cold Review collected by and hosted on G2.com.

What problems is CRMNEXT solving and how is that benefiting you?

The problem it is solving that without using physical Register we will maintain customer data in digital register for Digital platform and it really helps to track that customer data of the entry progress Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

10/25/2021

"Must have for sales folk"

4.5/5

What do you like best about CRMNEXT?

Help capture leads from multiple places like websites, marketing campaigns, landing pages and collate them on a single platform Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

The dashboards and reports can be made more user intuitive, find it hard to automate the daily reports. Review collected by and hosted on G2.com.

Verified User in Financial Services

Mid-Market (51-1000 emp.)

1/6/2021

"High performance and high quality CRM system."

4.5/5

What do you like best about CRMNEXT?

CRMnexte is a brilliant tool to help improve customer relationships, automate sales force, manage services and customers in a unique way. An aspect that I can say that what stands out about this platform is the real innovation it offers, since that allows users to work in a timely, fast and effective manner to increase sales efficiency. CRMNEXT has great availability through multiple devices such as computers, tablets, Macs, cell phones and through the cloud. The service is very easy to use and easy to implement which is a great advantage to improve the experience

of the users when operating the service. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

A small disadvantage of this service is that sometimes the performance of the CRMNEXT suffers from slowdowns that, despite lasting only a few minutes, generate problems at users when they work, I have talked to support about this problem and it never gives me solid answers or solutions to prevent this from happening which has really been something has caused discomfort. Review collected by and hosted on G2.com.

Recommendations to others considering CRMNEXT:

CRMNEXT is an exemplary CRM system among many of its competitors, since its operation is very good, it is very easy to use, easy to implement, it has ample resources to work comfortably and the quality it provides is impeccable. Really I can qualify CRMNEXT as one of the best services to consider when implementing a CRM system I recommend it for its great innovation. Review collected by and hosted on G2.com.

What problems is CRMNEXT solving and how is that benefiting you?

CRMNEXT is an extremely important platform for our entire team, since the service allows us to manage all our clients in a complete and never before seen way, allowing us to stay ahead in any circumstance, increase sales, perform quotes, pro pest evaluation, segmentation among many other tasks, with extensive agility and precision Review collected by and hosted on G2.com.

Pushapraj S.

Assistant Manager IT

Enterprise (> 1000 emp.)

7/12/2020

"CRM Expert"

5/5

What do you like best about CRMNEXT?

It's very easy to use and customize, and person with no coding experience can also Implement end to end solution with minimal guidance.

System is 100% customizable and even legacy system integration is a easy module without any coding. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

There is still some scope to enhance the system performance and building new features that is more inline with Business needs Review collected by and hosted on G2.com.

Recommendations to others considering CRMNEXT:

I have seen many other CRM systems but the way CRMnext is designed its commendable.

It's use is user friendly for Users as well as for Internal IT team. Review collected by and hosted on G2.com.

What problems is CRMNEXT solving and how is that benefiting you?

We are using the most of the capabilities of CRMnext mentioned below but not limited to.

a. Lead referral from Website and our internal portal with End to end Customer Onboarding

b. Account 360 with real time data pulled from legacy systems

c. End to End Service module including complaint process

d. Stakeholders and Financial Information

e. Implementation of Compliance module including FATCA, CRS

f. Integrating CRM with our reporting tools Review collected by and hosted on G2.com.

Ravi K.

Enterprise (> 1000 emp.)

7/30/2020

"Support and Development not up to the mark"

3/5

What do you like best about CRMNEXT?

Upper management is good and holding good clients even though so big players in market today. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Very big Challenge that I observe of skilled resources to deliver the content seamlessly. Review collected by and hosted on G2.com.

Verified User in Insurance

Enterprise (> 1000 emp.)

7/30/2020

"CRM usage feedback"

4/5

What do you like best about CRMNEXT?

One solution for any business requirement.user friendly,easy to use software,no dependency.Can be user in any corporate sector. Review collected by and hosted on G2.com.

What do you dislike about CRMNEXT?

Work really slow if the bandwidth increase should arrange frequent training for users for better understanding in terms of configuration and customization. Review collected by and hosted on G2.com.