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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Establishing and maintaining robust customer relationships is essential for enhancing customer retention and reducing acquisition costs. Kilterly plays a pivotal role in facilitating the development of enduring customer connections. Our advanced data analysis engine identifies engaged customers, those who are indifferent, and those at risk of leaving. We have crafted a proprietary survey tool tailored for customer success, which features an innovative method for gauging customer sentiment through their feedback. We empower you to routinely and discreetly assess how likely your customers are to recommend your business or product by measuring Net Promoter Score (NPS). Additionally, Kilterly offers automated communication capabilities that enable you to design campaigns and manage tasks, elevating both the onboarding process and ongoing customer relationship nurturing. Our platform provides the flexibility to select specific customer segments to engage with at the most opportune moments, utilizing various segmentation criteria. You can effectively structure your team’s workflow to ensure that every customer interaction is meaningful and impactful. Consequently, Kilterly not only enhances your understanding of customer needs but also equips you with the tools to respond proactively to them.

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.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Freshdesk Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Sales Hub Yes 
Intercom Yes 
Mailgun Yes 
Pipedrive Yes 
Salesforce Yes 
Slack Yes 
Zendesk Yes 

Integrations

Freshdesk No 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Sales Hub No 
Intercom No 
Mailgun No 
Pipedrive No 
Salesforce No 
Slack No 
Zendesk No 

Pricing Details

$399.00/month
Kilterly offers three pricing tiers based on number of clients
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Kilterly

Founded

2018

Country

United States

Website

kilterly.com

Vendor Details

Company Name

Nexgen

Founded

2000

Country

United States

Website

www.nexgenus.com/products/Nexgen-CRM

Product Features

Customer Engagement

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

Customer Experience

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

Customer Satisfaction

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

Customer Success

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

Product Features

CRM

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

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