Average Ratings 71 Ratings
Average Ratings 0 Ratings
Description
Extole is the enterprise offer management platform powering personalized incentive programs at scale for B2C brands. Highly configurable and AI-accessible, Extole fits how your team already works.
Marketers build offer programs that motivate customers across the customer lifecycle, product teams can orchestrate digital and real-world experiences that drive engagement and growth, and developers pull Extole's journey management, rules, real-time rewards, and AI into their own systems as ready-to-use services.
Behind every offer, Extole combines real-time audience and event data with enterprise-grade infrastructure so your offers are reliable, secure, and easy to support and audit.
Leading brands across retail, financial services, telecommunications, and home services trust Extole to power referral, loyalty, promotional, lifecycle, and engagement programs. Build your next offer program with Extole.
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.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Adobe Analytics
Yes
Attentive
Yes
BigCommerce
Yes
Boulevard
Yes
Branch
Yes
Braze
Yes
Cordial
Yes
HubSpot CRM
Yes
Iterable
Yes
Klaviyo
Yes
Integrations
Adobe Analytics
No
Attentive
No
BigCommerce
No
Boulevard
No
Branch
No
Braze
No
Cordial
No
HubSpot CRM
No
Iterable
No
Klaviyo
No
Pricing Details
We offer customized pricing tailored to your business’s unique needs, goals, and usage. Our team works closely with each customer to design a plan that fits your organization.
Contact us for a personalized quote.
Contact us for a personalized quote.
Free Trial
No
Free Version
No
Pricing Details
Please contact or book a demo with NexJ Systems for pricing information.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
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
No
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
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Extole
Founded
2009
Country
United States
Website
www.extole.com
Vendor Details
Company Name
NexJ Systems Inc.
Founded
2003
Country
Toronto, Ontario
Website
www.nexj.com
Product Features
Affiliate
Affiliate Management
Yes
Affiliate Tracking
Yes
Banner Management
No
Commission Management
No
Contest Management
Yes
Coupon Management
Yes
Email / Newsletter Communication
Yes
Fraud Detection
Yes
Multi Level Marketing (MLM)
No
Multi-Language
Yes
Social Sharing
Yes
Customer Advocacy
Advocate Management
Yes
Campaign Management
Yes
Communication Management
Yes
Community Management
No
Gamification
No
Referral Tracking
Yes
Reporting/Analytics
Yes
Rewards Program
Yes
Social Engagement
No
Customer Engagement
Analytics
No
Churn Management
No
Communication Management
No
Community Management
No
Content Syndication
No
Feedback Collection
No
Gamification
No
Live Chat
No
Video Content
No
Customer Loyalty
CRM
No
Corporate Memberships
No
Customer Activity Tracking
Yes
Discount Management
No
Gift Card System
Yes
Loyalty Card System
Yes
Member Portal
Yes
Membership Management
No
No-Card Loyalty System
Yes
Referral Tracking
Yes
Rewards Management
Yes
Influencer Marketing
CRM
Yes
Campaign Management
Yes
Faceted Search / Filtering
No
Influencer Discovery
Yes
Payment Tracking
Yes
ROI Tracking
Yes
Social Media Monitoring
No
Referral
Affiliate Marketing
Yes
Campaign Management
Yes
Contact Management
Yes
Employee Referral Management
Yes
Feedback Management
Yes
Lead Engagement
Yes
Loyalty Program
Yes
Referral Tracking
Yes
Rewards Management
Yes
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
