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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

Spotler CRM, formerly Really Simple Systems, is a powerful CRM system designed for teams that are growing and working in B2B. Spotler CRM gives your sales team everything they need to manage prospects, customers and sales without letting technology dictate their strategy. The CRM system is also equipped with integrated email marketing modules and customer service desks and can be accessed anywhere from desktops, tablets, and smartphones. The CRM is designed to be easy to set-up and easy to use. This allows you to train your staff in minutes so that you can focus on growing your business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign No 
Chat Agents No 
Facebook No 
Google Docs No 
Google Sheets No 
Integrately No 
KashFlow No 
Microsoft Azure No 
Microsoft Excel No 
Microsoft Exchange No 
Microsoft Outlook No 
OneLogin No 
QuickBooks Online No 
Sage Accounting No 
Trello No 
Typeform No 
X (Twitter) No 
Xero No 
Zapier No 

Integrations

ActiveCampaign Yes 
Chat Agents Yes 
Facebook Yes 
Google Docs Yes 
Google Sheets Yes 
Integrately Yes 
KashFlow Yes 
Microsoft Azure Yes 
Microsoft Excel Yes 
Microsoft Exchange Yes 
Microsoft Outlook Yes 
OneLogin Yes 
QuickBooks Online Yes 
Sage Accounting Yes 
Trello Yes 
Typeform Yes 
X (Twitter) Yes 
Xero Yes 
Zapier Yes 

Pricing Details

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

Pricing Details

$17.00/month
Free - $0
Starter - $17 per user per month
Professional - $33 per user per month
Enterprise - $50 per user per month
Free Trial Yes 
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 Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

NexJ Systems Inc.

Founded

2003

Country

Toronto, Ontario

Website

www.nexj.com

Vendor Details

Company Name

Spotler

Founded

2004

Country

The Netherlands

Website

spotler.com/en-gb/crm

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

Appointment Reminder

Appointment Scheduling Yes 
Calendar Management Yes 
Call Reminders Yes 
Email Reminders Yes 
Online Booking No 
Payment Reminders No 
Recurring Appointments Yes 
Rescheduling Yes 
SMS Messaging No 
Two-Way Messaging Yes 

Construction CRM

Client Tracking Yes 
Contract Management No 
Forecasting Yes 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

CRM

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

Customer Engagement

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

Customer Experience

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

Customer Satisfaction

360 Degree Feedback No 
Analytics Yes 
Call Reporting Yes 
Complaint Monitoring Yes 
Feedback Collection Yes 
Survey Management No 

Customer Success

Account Alerts Yes 
Account Management Yes 
Communication Management Yes 
Customer Engagement Yes 
Customer Lifecycle Management Yes 
Health Score No 
Onboarding Yes 
Revenue Management No 
Usage Tracking / Analytics Yes 
Win / Loss Analysis Yes 

Financial CRM

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

Sales Tracking

Activity Dashboard Yes 
Alerts / Notifications Yes 
Appointment Scheduling No 
Call Logging Yes 
Comments / Notes Yes 
Custom Reports Yes 
Document Management Yes 
Email Templates No 
Interaction Tracking Yes 
Lead Management Yes 
Lead Scoring Yes 
Pipeline Management Yes 
Reporting / Analytics Yes 
Task Management Yes 

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