Lead Management

Let’s be real – there’s a better way to deal with leads.

Here’s how CRMNEXT can take your lead management process to the next level.

It’s time to ditch the way you’ve always thought about leads.

The days of sticky notes dropped off on a mortgage officer’s desk or emails collecting dust in your inbox are long gone.

CRMNEXT helps transform leads into flourishing member relationships. With visibility every step of the way, measurable impact, and a direct tie into the member experience, we’ve stepped up the game.

This infographic spells it all out.

See the Infographic

Did you know?

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Following up with leads within 5 minutes makes you 9x more likely to convert them.
– InsideSales.com

Is your team able to follow up that quickly? Furthermore, how many leads are falling through the cracks or are lost to an inefficient process?

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57% of consumers say they would likely choose an institution for their loan after a positive call experience. Financial services customers want to do business with companies that make them feel heard, understood, and valued.
(Source: Market Cube)

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84% of companies believe a CRM system helps drive quality of leads.
(Source: Demand Metric Research Corporation via Direct Marketing News)

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At the same time, 61% of marketers find generating high-quality leads as their biggest challenge.
(Source: B2B Technology Marketing Community)

Now let’s get to the fun part:
Transforming how your organization handles leads.

We say this a lot, but we mean every syllable. Our everything aim is to simplify work, drive real growth, and deliver on experience. Here’s what that means for your lead management process.

Simplify Work

CRMNEXT automates digital or offline lead assignments, builds actionable workflows for every lead, and implements automated sequences for follow up. We simplify and streamline, improving efficiency and making life easier.

Driving Growth

CRMNEXT’s platform empowers your staff to up-sell by displaying the next-best—and pre-approved—products to recommend, making it easier than ever for your customers or members to say “yes.”

Delivering on Experience

Communicate with members on their terms – something they’ve come to expect and, frankly, deserve. We’ll help you interact with members or customers across channels and devices, personalize marketing messages at scale, and follow-up on requests promptly.

Ready for a taste of how we can transform your lead management?

Check out this super short demo video.

You know you’re ready to see more…

There’s no time like the present to streamline your lead management process.

Fill out the form to book a call with us to dive deeper into the CRMNEXT platform.

Let’s be real – there’s a better way to deal with leads.

Here’s how CRMNEXT can take your lead management process to the next level.

Did you know?

Now let’s get to the fun part:
Transforming how your organization handles leads.

Schedule A Demo

Tell us a bit about your organization

You know you’re ready to see more…

Let’s be real – there’s a better way to deal with leads.

Here’s how CRMNEXT can take your lead management process to the next level.

Did you know?

Now let’s get to the fun part: Transforming how your organization handles leads.

Schedule A Demo

Tell us a bit about your organization

You know you’re ready to see more…

Now let’s get to the fun part:
Transforming how your organization handles leads.