--- title: NexJ CRM Reviews meta_title: 'NexJ CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how NexJ CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 1 scale: '5' date_modified: '2025-03-10' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # NexJ CRM Reviews **Vendor:** NexJ **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 1 ## About NexJ CRM NexJ Systems (TSX: NXJ), the pioneer of Intelligent Customer Management, is the trusted partner for CRM products by global financial services institutions due to their deep domain expertise, next-generation technology, strategic investment in innovation, and strong commitment to customer success. With customers on virtually every continent, our global presence is fostered by our knowledge of regional markets and local industry trends. Equally as important, we support a global user community, with users in over 60 countries. Based out of Toronto, Canada, our highly-experienced executive management and operations management teams are the force behind our ever-evolving strategic direction, company vision and thought leadership. Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives: CRM for Wealth Management helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry. ## NexJ CRM Reviews ### 1. An intuitive and complete CRM. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.) **Reviewed Date:** May 01, 2019 **What do you like best about NexJ CRM?** NexJ Systems' CRM which was branded for American Family Insurance was an intuitive, clean, and easy-to-use software that allowed me to efficiently handle clients. From the CRM I was able to manage both commercial and residential clients, being able to quickly begin the quoting process for all of American Family Insurance's product. While the tool was excellent for managing clients, it was also incredibly helpful for keeping organized within the Agency. The "save-to" function allowed me to save emails to the software in order for other co-workers to see the current conversations the client has been having with myself in the case that I was unavailable. This was also incredibly helpful for our Claims department as well. **What do you dislike about NexJ CRM?** Splitting up households or removing a family member from a household was often a cumbersome task. In the case of a household split often old addresses would bleed into the new household as a secondary address. Having an option to remove the address for the new household at the time of the split would have been helpful. **Recommendations to others considering NexJ CRM:** NexJ CRM's software is clean and very intuitive. Within a week I felt very comfortable with every aspect of the software. In terms of a CRM software for the Insurance industry it is hard to believe there are better products out there. **What problems is NexJ CRM solving and how is that benefiting you?** NexJ CRM's tool allowed me to quickly access the entire Agency's book of business. I could often have a client's policies pulled up from their name on the Caller ID before they even finished introducing myself. This allowed me to look efficient and prepared on sales calls, as well as organized while servicing current clients. The congregation of all of the products American Family Insurance offered under one tab was incredibly helpful. I could bring up the quoting software for Property, Casualty, Life, and Commercial products all from the same page. Ultimately, NexJ CRM's helped me stay efficient and organized while working within a busy Agency. ## NexJ CRM Discussions - [What are your reporting and analytics capabilities?](https://www.g2.com/discussions/what-are-your-reporting-and-analytics-capabilities) - 1 comment, 1 upvote - [What are your CRM’s workflow capabilities?](https://www.g2.com/discussions/what-are-your-crm-s-workflow-capabilities) - 1 comment, 1 upvote - [How flexible are your deployment options?](https://www.g2.com/discussions/how-flexible-are-your-deployment-options) - 1 comment, 1 upvote - [How can your CRM help meet our compliance obligations?](https://www.g2.com/discussions/how-can-your-crm-help-meet-our-compliance-obligations) - 1 comment, 1 upvote - [Can your CRM satisfy our specific data security needs?](https://www.g2.com/discussions/can-your-crm-satisfy-our-specific-data-security-needs) - 1 comment, 1 upvote - [View NexJ CRM pricing details and edition comparison](https://www.g2.com/products/nexj-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-06+17%3A04%3A13+-0500&secure%5Bsession_id%5D=0d5c51a5-4881-4a14-ac71-381059ac1772&secure%5Btoken%5D=5c2e84315d590f6257f81bc9cf3b15ea617b2f6f302f527b2c18ab3f6731429b&format=llm_user) ## NexJ CRM 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 NexJ CRM Alternatives - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 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)