It can be difficult to wrap your head around just what it can do. And even, if we’re being honest, what it is. You know it’s important, but why? Not to worry, we’ve done the work for you. Take a scroll through the following videos to get a taste of all that CRMNEXT can do for you.
Want to book a call with us to delve even deeper into CRMNEXT? Fill out the form and we’ll get you scheduled.
Need a Birdseye view of all of a customer’s or member’s data – AKA actionable data that lives on one screen? With our Customer / Member 360° and Summary Page, we’ve got your back (and your sanity’s).
Look, we know how important lending and lead management are for your financial institution. We also know the way they’ve been run in the past (legacy technology, we’re looking at you) is not nearly efficient enough for the world we live in now. Thankfully, we’ve got a solution for that.
Let’s talk about onboarding new members or customers. Not exactly an easy process, is it? I know you wouldn’t believe it, but we have a solution for that too! Who would have guessed? Take a long and arduous process and make it simple and sociable with CRMNEXT.
So maybe this isn’t the sexiest of topics, but we all know it’s vital. The ability to see into the pertinent data and metrics of your financial institution is key to a well operated ship. It’s time to make data driven decisions without wanting to rip your hair out.
You’ve seen a taste of what we can do, now it’s time for you to meet the people behind the CRM.
Take a little respite from your day and let our Executive Leadership Team introduce themselves to you. Come on, don’t be shy, hit play!
We’ve been around the block a few times, so we know firsthand how many times you’ve likely been burned by other vendors. The empty promises and disappointments can be difficult to move on from, which is exactly why we take our partnership with you so seriously.
We believe in two-way partnership, one where communication and respect is vital. We will not be the vendor that throws software at you and then disappears. Our team will be with you every step of the way, and we want you to let us know if we are ever coming up short.
Your success is our success, and that’s something you can bank on. (We love a good pun.)
Want to learn more about what partnership means with us?
As your partner, one of our main priorities is to simplify the work at your organization. It’s so important, that it just so happens to be one of our brand pillars. But, on its own, that’s a pretty general statement. For a deeper look into what simplifying work means to us, hit play on this video.
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