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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Having a comprehensive summary of clients, customers, and all relevant contacts consolidated in one location will help you and your team save valuable time. By efficiently tracking and finalizing sales prospects, you will enhance the number of projects successfully completed. The calendar and planner feature offers a clear 360° view of meetings, their minutes, and the weekly activity plans for the sales team members. Intrix CRM delivers a holistic perspective of customers along with a summary of all sales activities conveniently housed in one platform. For every client, you can keep track of all essential details, which can be documented by either you or your colleagues. This accessibility empowers your employees to cultivate outstanding business relationships with customers, as all vital information is readily available. Intrix CRM also facilitates the integration of data from Bisnode, allowing you to access not only contact details but also financial insights of the targeted companies in Croatia, Slovenia, Bosnia and Herzegovina, and Serbia with just a single click. This streamlined process ultimately enhances both efficiency and productivity within your sales operations.

Description

The Nexgen Customer Relationship Management System (CRM) is a data-centric platform designed to enhance the customer base of partners by effectively managing and nurturing customer relationships. Unlike many other CRM solutions, it features a straightforward yet customizable interface that facilitates the establishment of enduring connections with customers. Specifically designed for financial institutions, Nexgen CRM emphasizes the optimization of financial workflows and offers seamless integration with accounting systems. Its interface is both intuitive and user-friendly, making it easy to input and retrieve information. Additionally, the built-in calendar function works in conjunction with the contact database, enabling users to effortlessly schedule meetings with clients. This comprehensive system not only boosts productivity but also fosters stronger client engagement.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

INTERA

Country

Slovenia

Website

www.intrixcrm.com

Vendor Details

Company Name

Nexgen

Founded

2000

Country

United States

Website

www.nexgenus.com/products/Nexgen-CRM

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Product Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Alternatives

Alternatives

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