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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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.

Description

Attract new clients and ensure their loyalty for a lifetime. We are now providing Every Door Direct Mail services through SendJim. Enhance your current client base and transform them into enthusiastic advocates for your brand. Focus on precisely targeting your desired audience to secure the leads that are most valuable. Foster enduring relationships with your clients to encourage higher-value sales. A comprehensive checklist is available to help determine the current phase of your business. This tool also highlights the key performance indicators and systems necessary for each business stage while outlining strategies to elevate your business to the next level. Ultimately, understanding your stage will empower you to implement effective changes for growth.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ClientTether
Compass Wave
Jobber
NiceJob
Pocomos

Integrations

ClientTether
Compass Wave
Jobber
NiceJob
Pocomos

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$97.00/month
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

Nexgen

Founded

2000

Country

United States

Website

www.nexgenus.com/products/Nexgen-CRM

Vendor Details

Company Name

SendJim

Founded

2017

Country

United States

Website

sendjim.io/home

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

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Alternatives

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