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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Create, oversee, and profit from your customer database with our automated solution that streamlines contact organization, enables effective tracking of your top clients, and allows for tailored experiences to keep you memorable. It's interesting to note that a mere 20% of your clientele can contribute to 80% of your income, highlighting the importance of optimizing your outreach and revenue generation by effectively managing your existing customer data. By identifying your key customers and engaging them with customized messaging, you can foster enduring relationships that benefit your business. LocalContacts offers a suite of features designed to enhance customer interactions and facilitate database growth through various channels of engagement. Our support teams are committed to ensuring your success, providing assistance every step of the way. With an emphasis on customization, you can personalize everything from your messaging to your branding. Our top-tier features include a user-friendly cloud-based dashboard that simplifies the process of gathering customer data while also providing performance tracking and analysis tools. Prioritizing your most significant customers is crucial for sustained growth and profitability in today's competitive market.

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

OneLocal

Founded

2013

Country

Canada

Website

info.onelocal.com/referralmagic

Vendor Details

Company Name

Nexgen

Founded

2000

Country

United States

Website

www.nexgenus.com/products/Nexgen-CRM

Product Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

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

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