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Description

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Description

Salesmachine is a dynamic platform designed for real-time customer scoring, enabling businesses to track the well-being and engagement of their clients, thereby creating additional avenues for sales growth. This tool equips sales teams with comprehensive insights into customers who may require assistance during onboarding, those with high conversion potential, individuals likely to consider upselling, and clients at risk of non-renewal. Additionally, the platform provides timely notifications to teams regarding shifts in customer health and usage patterns, ensuring they can promptly address the needs of their customers. By utilizing Salesmachine, organizations can enhance their customer relationships and ultimately boost retention rates.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Desktop.com No 
Gmail No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Service Hub No 
Integry No 
Intercom No 
Mailchimp Transactional Email (Mandrill) No 
Mailjet No 
Olark No 
Pipedrive No 
Rambox No 
Segment No 
SendGrid No 
Slack No 
Stackreaction No 
Stripe No 
Voxloud No 
Zapier No 
Zendesk No 

Integrations

Desktop.com Yes 
Gmail Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Service Hub Yes 
Integry Yes 
Intercom Yes 
Mailchimp Transactional Email (Mandrill) Yes 
Mailjet Yes 
Olark Yes 
Pipedrive Yes 
Rambox Yes 
Segment Yes 
SendGrid Yes 
Slack Yes 
Stackreaction Yes 
Stripe Yes 
Voxloud Yes 
Zapier Yes 
Zendesk Yes 

Pricing Details

Please contact or book a demo with NexJ Systems for pricing information.
Free Trial Yes 
Free Version No 

Pricing Details

$60.00/month/user
Starter: $60 per seat / month
Standard: $120 per seat / month
Enterprise: Price upon request
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

NexJ Systems Inc.

Founded

2003

Country

Toronto, Ontario

Website

www.nexj.com

Vendor Details

Company Name

Salesmachine

Founded

2016

Country

France

Website

www.salesmachine.io

Product Features

AML

Behavioral Analytics Yes 
Case Management Yes 
Compliance Reporting Yes 
Identity Verification No 
Investigation Management No 
PEP Screening No 
Risk Assessment Yes 
SARs No 
Transaction Monitoring No 
Watch List No 

Banking

ATM Management Yes 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management Yes 
Credit Union Yes 
Investment Banking Yes 
Multi-Branch No 
Online Banking No 
Private Banking Yes 
Retail Banking No 
Risk Management Yes 
Securities Management Yes 
Transaction Monitoring No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Customer Advocacy

Advocate Management No 
Campaign Management Yes 
Communication Management No 
Community Management No 
Gamification No 
Referral Tracking No 
Reporting/Analytics Yes 
Rewards Program No 
Social Engagement Yes 

Customer Engagement

Analytics Yes 
Churn Management Yes 
Communication Management Yes 
Community Management No 
Content Syndication Yes 
Feedback Collection Yes 
Gamification No 
Live Chat No 
Video Content Yes 

Customer Experience

Action Management Yes 
Analytics Yes 
Customer Segmentation Yes 
Dashboard Yes 
Feedback Management Yes 
Knowledge Management Yes 
Multi-Channel Collection Yes 
Sentiment Analysis Yes 
Survey Management No 
Text Analysis No 
Trend Analysis Yes 

Customer Loyalty

CRM Yes 
Corporate Memberships No 
Customer Activity Tracking Yes 
Discount Management No 
Gift Card System No 
Loyalty Card System No 
Member Portal No 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking No 
Rewards Management Yes 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Event Management

Attendee Management Yes 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Financial CRM

Account Alerts Yes 
Asset Management Yes 
Expense Tracking Yes 
Household Tracking Yes 
Influence Tracking Yes 
Lead Management Yes 
Marketing Management No 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management Yes 

Financial Management

Budgeting & Forecasting No 
Cash Management Yes 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting Yes 
Investment Management Yes 
Project Management Yes 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Services

Analytics Yes 
Branch Optimization No 
Channel Management No 
Compliance Management Yes 
Customer Engagement Yes 
Performance Management Yes 
Risk Management No 

Social CRM

Calendar/Reminder System No 
Customer Support No 
Email Marketing No 
Lead Capture No 
Lead Nurturing No 
Live Chat No 
Marketing Automation Integration No 
Multi-Channel Social Integration No 
Social Media Monitoring No 
Task Management No 

Product Features

Customer Loyalty

CRM Yes 
Corporate Memberships No 
Customer Activity Tracking Yes 
Discount Management No 
Gift Card System No 
Loyalty Card System No 
Member Portal No 
Membership Management No 
No-Card Loyalty System No 
Referral Tracking No 
Rewards Management No 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score Yes 
Onboarding Yes 
Revenue Management Yes 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

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