# CRMNEXT Reviews **Vendor:** CRMNEXT **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.2/5.0 **Total Reviews:** 20 ## About CRMNEXT 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. ## CRMNEXT Reviews ### 1. “Simple Platform to Manage Customer Information in One Place” **Rating:** 4.5/5.0 stars **Reviewed by:** Bhagya H. | Product specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** March 13, 2026 **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. **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. **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. ### 2. Good operational CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Padmakar B. | Delivery Head - IT Applications, Enterprise (> 1000 emp.) **Reviewed Date:** July 16, 2022 **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. **What do you dislike about CRMNEXT?** Better flexibility in setting up the various workflows and support to be pci DBS compliant **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 . ### 3. Crm is good for managing and track leads **Rating:** 5.0/5.0 stars **Reviewed by:** prashant m. | Branch Manager, Enterprise (> 1000 emp.) **Reviewed Date:** April 21, 2023 **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. **What do you dislike about CRMNEXT?** Taking maximum bandwidth, sometimes stuck between work or servers slowness **What problems is CRMNEXT solving and how is that benefiting you?** Crm solving lead tracking problems and it is directly connected to other servers so process goes very fast. ### 4. Lead Register - CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Krishna S. | Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2021 **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. **What do you dislike about CRMNEXT?** Technically errors like warning pop-ups also having Error like not opening,slow working. **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. **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. ### 5. One stop Solution for Digital Register and Marketing **Rating:** 5.0/5.0 stars **Reviewed by:** Krishna S. | Financial Sales Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2021 **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. **What do you dislike about CRMNEXT?** Technical error occurs sometime and it shows warning popup sometimes due to repeated entry. **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 **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 ### 6. Must have for sales folk **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2021 **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 **What do you dislike about CRMNEXT?** The dashboards and reports can be made more user intuitive, find it hard to automate the daily reports. **What problems is CRMNEXT solving and how is that benefiting you?** Using it for sales pipeline management, generating sales forecasts and scheduling sales activities ### 7. High performance and high quality CRM system. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 06, 2021 **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. **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. **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. **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 ### 8. CRM Expert **Rating:** 5.0/5.0 stars **Reviewed by:** Pushapraj S. | Assistant Manager IT, Enterprise (> 1000 emp.) **Reviewed Date:** July 12, 2020 **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. **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 **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. **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 ### 9. Support and Development not up to the mark **Rating:** 3.0/5.0 stars **Reviewed by:** Ravi K. | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2020 **What do you like best about CRMNEXT?** Upper management is good and holding good clients even though so big players in market today. **What do you dislike about CRMNEXT?** Very big Challenge that I observe of skilled resources to deliver the content seamlessly. **What problems is CRMNEXT solving and how is that benefiting you?** Table partition, logs and history table purging job automation, helping in removing vulnerability. To improve the performance of application. ### 10. CRM usage feedback **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2020 **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. **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. **Recommendations to others considering CRMNEXT:** Not yet **What problems is CRMNEXT solving and how is that benefiting you?** Single application for multipurpose business.No need for purchasing multiple software of other departments. ### 11. Ease of using product is the best part. **Rating:** 4.5/5.0 stars **Reviewed by:** Tarun V. | Enterprise (> 1000 emp.) **Reviewed Date:** July 30, 2020 **What do you like best about CRMNEXT?** Communication part is handled effectively. **What do you dislike about CRMNEXT?** Some times find it hard to navigate between the tabs. **What problems is CRMNEXT solving and how is that benefiting you?** Client dealing is much easier. Reports could be extracted at any point of time to under the sales figures. ### 12. Be Informed To Make Your Businesd and Customers Happy **Rating:** 4.0/5.0 stars **Reviewed by:** Aliasgar K. | Senior Vice President II - Head Business Solutions Group, Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2020 **What do you like best about CRMNEXT?** Consolidated view with all modules like Lead Management, Service Management, Activity Management linked with each othe **What do you dislike about CRMNEXT?** Product rigidity in some cases and complex configurations. **Recommendations to others considering CRMNEXT:** Quite appropriate for organisations with multiple products specially financial institutions. **What problems is CRMNEXT solving and how is that benefiting you?** Customer 360 degree view. Lead conversions and Straight Through Processing of services. ### 13. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Sachin B. | Head of Segments, Loyalty and Assets, Enterprise (> 1000 emp.) **Reviewed Date:** July 31, 2020 **What do you like best about CRMNEXT?** Easy to navigate 360 degree view **What do you dislike about CRMNEXT?** Dynamic flow bases on previous results not available **Recommendations to others considering CRMNEXT:** Review new modules, advances and easy plug and play design **What problems is CRMNEXT solving and how is that benefiting you?** Unified front end system ### 14. Process Oriented and properly places escalation matrix **Rating:** 4.0/5.0 stars **Reviewed by:** Shrikant T. | Enterprise (> 1000 emp.) **Reviewed Date:** June 26, 2020 **What do you like best about CRMNEXT?** Best in class 360 degree customer view ` **What do you dislike about CRMNEXT?** Delays in customized development and integrations **Recommendations to others considering CRMNEXT:** Ease of integration with existing Systems. Customized Admin module **What problems is CRMNEXT solving and how is that benefiting you?** Lead integration with different external entities. We can leverage on external entities business and vice versa ### 15. End To End Process Automation. **Rating:** 4.5/5.0 stars **Reviewed by:** Peter C. | Enterprise (> 1000 emp.) **Reviewed Date:** December 10, 2019 **What do you like best about CRMNEXT?** Offers a detailed brand and customer contact description. Good accountability in the engagement of customers. Capability of integration with a visual engine. **What do you dislike about CRMNEXT?** Mobile offline capabilities is a challenge sometimes. Some Admin functions could be smoother. **Recommendations to others considering CRMNEXT:** Do not underestimate the cooperative challenges of third parties. It's often not technical integration, but a third party's inability to commit resources or share the same sense of urgency / priority. **What problems is CRMNEXT solving and how is that benefiting you?** With minimal manual intervention, we are able to automate lead management end-to-end system over channels to add value if needed. In the process design and implementation, there were initial difficulties but we were able to overcome them without much difficulty. The expertise of CRM teams in running these large-scale projects was very useful. ### 16. CRM is user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** July 30, 2020 **What do you like best about CRMNEXT?** All the details are reflecting on 360 page, Hence looks like good future. **What do you dislike about CRMNEXT?** There are lots bugs available in CRMNext. Hence its require improvement **What problems is CRMNEXT solving and how is that benefiting you?** We don't have CRM code, So for every issue we have to logged the ticket in CRM. ### 17. system is easy to use and configurable **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** July 01, 2020 **What do you like best about CRMNEXT?** Layout and Processes are easy to configure **What do you dislike about CRMNEXT?** System delivery to be more agile and new feature implementation like google analytics is missing and other new features in BFSI market **Recommendations to others considering CRMNEXT:** CRM is an easy use to use application with 70-80% configurable. Only challange is the delivery execution and agility in terms of delivery **What problems is CRMNEXT solving and how is that benefiting you?** NA ### 18. Experts in CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2020 **What do you like best about CRMNEXT?** Easy Customisation as per client requirement **What do you dislike about CRMNEXT?** No Dislikes as all the requirements are easily met in one or other feature. **Recommendations to others considering CRMNEXT:** Good option for CRM Implementation **What problems is CRMNEXT solving and how is that benefiting you?** Customer 360 Lead Management Case Creation Contact Centre Module ### 19. CRMnext is a must try for marketing teams looking for a lead management or sales enablement solution **Rating:** 4.0/5.0 stars **Reviewed by:** Jyothish J. | Product Marketing Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2019 **What do you like best about CRMNEXT?** CRMnext provided the right mix of lead management + campaign management in one tool. Its very simple, easy to integrate and easy to use. **What do you dislike about CRMNEXT?** After using for a month or so, felt that its little too simple and can have more features. **Recommendations to others considering CRMNEXT:** If you want a sales enablement plus lead management solution, CRM next can be an option to try it out. **What problems is CRMNEXT solving and how is that benefiting you?** Wanted a proper lead scoring, triggering and campaign management solution. ### 20. Well made, poorly executed **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Mid-Market (51-1000 emp.) **Reviewed Date:** August 24, 2016 **What do you like best about CRMNEXT?** It's ease of use is great. It allows multiple ways of integrating social activities, and allows for tracking of calls and overall information. **What do you dislike about CRMNEXT?** It is too simple, to the point of fault. If your new you are lead on a path that is laid out for you. It can make it easy to learn but hard to master if you don't understand every aspect of the program. **Recommendations to others considering CRMNEXT:** Make sure to check if it focuses on areas you need most. **What problems is CRMNEXT solving and how is that benefiting you?** Customer order issues and details are easily trackable. ## CRMNEXT Discussions - [What is a CRM tool?](https://www.g2.com/discussions/crmnext-what-is-a-crm-tool) - 2 comments - [What is the best way to integrate systems without adding more layers](https://www.g2.com/discussions/30548-what-is-the-best-way-to-integrate-systems-without-adding-more-layers) - 1 comment - [View CRMNEXT pricing details and edition comparison](https://www.g2.com/products/crmnext/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-16+11%3A05%3A25+-0500&secure%5Bsession_id%5D=b902a6bb-4656-4476-ba87-2bd91c4964c4&secure%5Btoken%5D=70adede0c5d231a01f1fb13bdfed00eac8633f1e0025a1ee5b7640fbfadd9a9d&format=llm_user) ## CRMNEXT Features **Content** - Automation **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top CRMNEXT Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) - 4.3/5.0 (221 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)