[ CRMNEXT Reviews ](https://www.g2.com/products/crmnext/reviews) [ CRMNEXT Reviews ](https://www.g2.com/products/crmnext/reviews) # CRMNEXT Features ##### ## Content (1) Automation Automates some or all operation related tasks Show More ##### ## Platform Additional Functionality (5) Pre-Built Connectors Provides useful pre-defined data connections to important external systems and applications. Dashboard Has a centralized dashboard for users to interact with Cloud Provides a cloud based version of the platform Mobility Is accessible from a mobile device and by users on the go. Messaging Contains in-application messaging abilities Show More ##### ## Platform Reporting and Analytics (2) Reporting Provides analytics tools that reveal important business metrics and track progress. Forecasting Provides sales forecasting and modeling capabilities based on historical data. Show More ##### ## Customer Support (4) Case Management Contains customer request handling functionality and issue tracking. Customer Support Portal A portal through which customers can access the knowledge base as well as ask questions, place orders, raise issues, and more. Knowledge Base An information repository for customers to get self-service answers to their questions. Support Analytics Allows users to conduct analysis on support activities. Show More ##### ## Marketing Automation (3) Campaign Management Provides email marketing campaign management functionality. Lead Management Contains lead tracking and management capabilities. Marketing Analytics Contains analysis tools to provide insights on marketing campaign effectiveness. Show More ##### ## Sales Force Automation (5) Pipeline Management Manages sales pipelines from prospecting to close. Task Management Manages sales force tasks, assigning tasks and distributing work. Product and Price List Management Contains a product catalogue and price list for salespeople to pull from. Quote and Order Management Provides custom quote creation functionality. Contract Management Manages the entire contract process, from creation and negotiation to signing. Show More ##### ## Agentic AI - Financial Services CRM (1) Decision Making Makes informed choices based on available data and objectives Show More [ ![Dynamo Software](https://images.g2crowd.com/uploads/product/hd_favicon/2894275cea1c9be53f708efb270d5ad8/dynamo-software-dynamo-software.svg "Dynamo Software") Sponsored Dynamo Software 4.2/5 (34) Visit Website ](javascript:void(0)) ## Top-Rated Alternatives [ ![Maximizer](https://images.g2crowd.com/uploads/product/hd_favicon/a920604f7639d8a62b8f6fb13b849ef8/maximizer.svg "Maximizer") Maximizer 4/5 (643) ](https://www.g2.com/products/maximizer/reviews) [ ![Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Agentforce Financial Services (formerly Salesforce Financial Services Cloud)") Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 4.3/5 (221) ](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) [ ![Redtail Technology](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_44ed051eea3bdf5be32d1fc42e3d00de/redtail-technology.jpg "Redtail Technology") Redtail Technology 4.3/5 (265) ](https://www.g2.com/products/redtail-technology/reviews) [ View All Alternatives ](https://www.g2.com/products/crmnext/competitors/alternatives) CRMNEXT Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_c7667c650c352acba4bfca38ee89457b/agentforce-sales-formerly-salesforce-sales-cloud.png "Product Avatar Image") Agentforce Sales 4.4/5 (25,835) [ Compare Now ](https://www.g2.com/compare/agentforce-sales-formerly-salesforce-sales-cloud-vs-crmnext) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3e0e8e0990badbdd548b774922df6225/full-circle-insights.png "Product Avatar Image") Full Circle Insights 4/5 (135) [ Compare Now ](https://www.g2.com/compare/crmnext-vs-full-circle-insights) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_a1d3279f52c8a867a348008b21203244/oracle-siebel.jpg "Product Avatar Image") Siebel 3.5/5 (466) [ Compare Now ](https://www.g2.com/compare/crmnext-vs-oracle-siebel) ##### Categories on G2 [ Financial Services CRM ](https://www.g2.com/categories/financial-services-crm) ##### Explore More [ Recommendations for top help desk tools for SaaS companies ](https://www.g2.com/discussions/what-are-the-best-help-desk-tools-for-saas-companies)[ Which financial audit software prevents missed control testing deadlines through automated task management and escalation? ](https://www.g2.com/discussions/which-financial-audit-software-prevents-missed-control-testing-deadlines-through-automated-task-management-and-escalation%20)[ Best cloud platform for document sharing in offices ](https://www.g2.com/discussions/best-cloud-platform-for-document-sharing-in-offices) [ User-friendly accounting software with payroll capabilities ](https://www.g2.com/discussions/what-s-the-most-user-friendly-accounting-software-with-payroll-capabilities)[ What are the best energy management platforms for facilities reducing consumption across multi-site operations? ](https://www.g2.com/discussions/what-are-the-best-energy-management-platforms-for-facilities-reducing-consumption-across-multi-site-operations)[ Top tools for running multi-channel marketing campaigns ](https://www.g2.com/discussions/what-are-the-top-tools-for-running-effective-multi-channel-marketing-campaigns) Show More [ Recommendations for top help desk tools for SaaS companies ](https://www.g2.com/discussions/what-are-the-best-help-desk-tools-for-saas-companies)[ Which financial audit software prevents missed control testing deadlines through automated task management and escalation? ](https://www.g2.com/discussions/which-financial-audit-software-prevents-missed-control-testing-deadlines-through-automated-task-management-and-escalation%20)[ Best cloud platform for document sharing in offices ](https://www.g2.com/discussions/best-cloud-platform-for-document-sharing-in-offices) [ User-friendly accounting software with payroll capabilities ](https://www.g2.com/discussions/what-s-the-most-user-friendly-accounting-software-with-payroll-capabilities)[ What are the best energy management platforms for facilities reducing consumption across multi-site operations? ](https://www.g2.com/discussions/what-are-the-best-energy-management-platforms-for-facilities-reducing-consumption-across-multi-site-operations)[ Top tools for running multi-channel marketing campaigns ](https://www.g2.com/discussions/what-are-the-top-tools-for-running-effective-multi-channel-marketing-campaigns)