Average Ratings 0 Ratings
Average Ratings 10,536 Ratings
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.
Description
Pipedrive is a powerful CRM and sales pipeline management platform designed to help businesses track and optimize their sales processes. The platform offers automation tools, AI-powered sales insights, and real-time reporting to help businesses close deals faster and more effectively. With customizable workflows, integrations with a wide range of apps, and an intuitive interface, Pipedrive supports sales teams of all sizes in managing leads, automating repetitive tasks, and monitoring performance for smarter, data-driven decisions.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Airbyte
No
Apidaze
No
BI Book
No
Collect.chat
No
GetBusy
No
Handshakr
No
HighComm
No
Issabel
No
Jibble
No
LeadSift
No
Integrations
Airbyte
Yes
Apidaze
Yes
BI Book
Yes
Collect.chat
Yes
GetBusy
Yes
Handshakr
Yes
HighComm
Yes
Issabel
Yes
Jibble
Yes
LeadSift
Yes
Pricing Details
Please contact or book a demo with NexJ Systems for pricing information.
Free Trial
Yes
Free Version
No
Pricing Details
$24/month
Pipedrive offers several pricing plans to suit all business sizes and needs, which can vary based on location and plan type.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
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
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
NexJ Systems Inc.
Founded
2003
Country
Toronto, Ontario
Website
www.nexj.com
Vendor Details
Company Name
Pipedrive
Founded
2010
Country
United States
Website
www.pipedrive.com
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
Product Features
Account Based Marketing
Analytics
Yes
Campaign Personalization
Yes
Customer Segmentation
Yes
Engagement Monitoring
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Progress Tracking
Yes
Prospecting Tools
Yes
Target Account Identification
Yes
Automotive CRM
Call Logging
Yes
Contact Management
Yes
Customer Support
Yes
Inventory Management
Yes
Lease Management
Yes
List Management
Yes
Marketing Automation
Yes
Product Catalog
Yes
Quotes / Proposals
Yes
Service Department Management
Yes
Showroom Management
Yes
Territory Management
Yes
Construction CRM
Client Tracking
Yes
Contract Management
Yes
Forecasting
Yes
Project Management
Yes
Quote Management
Yes
Sales Management
Yes
Scheduling
Yes
Time Management
Yes
Contact Management
Activity Management
Yes
Appointment Management
Yes
Contact Database
Yes
Contact History
Yes
Contact Import/Export
Yes
Customer Pipeline
Yes
Email Marketing
Yes
Group Management
No
Interaction Tracking
Yes
Lead Management
Yes
Prospecting Tools
Yes
Sales Pipeline Management
Yes
Search / Filter
Yes
Segmentation
Yes
Shared Contacts
Yes
Social Media Integration
Yes
Conversational AI
Code-free Development
Yes
Contextual Guidance
Yes
For Developers
Yes
Intent Recognition
Yes
Multi-Languages
Yes
Omni-Channel
Yes
On-Screen Chats
Yes
Pre-configured Bot
Yes
Reusable Components
Yes
Sentiment Analysis
Yes
Speech Recognition
Yes
Speech Synthesis
Yes
Virtual Assistant
Yes
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
Yes
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Customer Communications Management
Batch Communications
Yes
Chat / Messaging
Yes
Content Management
Yes
Email Distribution
Yes
Interactive Content
Yes
Multi-Channel Communications
Yes
On-Demand Communications
Yes
Personalization
Yes
Print Management
Yes
Template Management
Yes
Video Content
Yes
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
Yes
Content Syndication
Yes
Feedback Collection
Yes
Gamification
Yes
Live Chat
Yes
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
Yes
Text Analysis
Yes
Trend Analysis
Yes
Financial CRM
Account Alerts
No
Asset Management
No
Expense Tracking
Yes
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
No
Territory Management
Yes
Healthcare CRM
Audience Targeting
No
Campaign Management
Yes
Marketing Automation
No
Medical History Records
Yes
Patient Communications
Yes
Patient Management
Yes
Physician Management
Yes
Predictive Analytics
No
Inside Sales
Auto-Dialing
No
Call List Management
Yes
Call Recording
No
Campaign Management
Yes
Dashboard
Yes
Data Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Scoring
Yes
Performance Management
Yes
Lead Capture
Business Card / Badge Scanning
Yes
Dashboard
Yes
Data Extraction
Yes
Lead Distribution
Yes
Lead Notifications
Yes
Lead Nurturing
Yes
Lead Qualification
Yes
Lead Scoring
Yes
Online Forms
Yes
Lead Generation
Contact Discovery
Yes
Contact Import/Export
Yes
Lead Capture
Yes
Lead Database Integration
Yes
Lead Nurturing
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Visitor Identification
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
No
Lead Scoring
Yes
Lead Segmentation
No
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
No
Lead Nurturing
A/B Testing
Yes
Campaign Management
Yes
Drip Campaigns
No
Lead Capture
Yes
Lead Notifications
Yes
Lead Scoring
Yes
Lead Segmentation
Yes
Performance Metrics
Yes
Personalization
Yes
Pipeline Management
Yes
Live Chat
Canned Responses
Yes
Customizable Branding
Yes
Geo Targeting
Yes
Offline Form
Yes
Proactive Chat
Yes
Screen Sharing
Yes
Third Party Integration
Yes
Transfers / Routing
Yes
Website Visitor Tracking
Yes
Nonprofit
Accounting
Yes
Committee Management
Yes
Donor Management
Yes
Dues Management
Yes
Event Management
Yes
Fundraising Management
No
Member Database
Yes
Membership Management
Yes
Social Media Management
No
Volunteer Management
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
Yes
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
Yes
Email Marketing
Yes
Interaction Tracking
Yes
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Sales Enablement
Collaboration
Yes
Contact Management
Yes
Content Management
No
Document Management
Yes
Goals / Quota Management
Yes
Lead Management
Yes
Meeting Management
Yes
Performance Management
No
Presentation Management
No
Proposal Management
No
Territory Management
Yes
Training Management
No
Sales Force Automation
Call Management
Yes
Campaign Management
Yes
Channel Management
No
Commission Management
No
Contact Management
Yes
Contract Management
Yes
Customer Database
Yes
Email Marketing
Yes
Field Sales Management
Yes
Lead Management
Yes
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
Yes
Territory Management
Yes
Sales Forecasting
Competitor Analysis
Yes
Correlation Analysis
Yes
Dashboard
Yes
Dynamic Modeling
Yes
Exception Reporting
Yes
Graphical Data Presentation
No
Modeling & Simulation
Yes
Performance Metrics
Yes
Sales Trend Analysis
Yes
Statistical Analysis
Yes
Sales Tracking
Activity Dashboard
Yes
Alerts / Notifications
Yes
Appointment Scheduling
Yes
Call Logging
Yes
Comments / Notes
Yes
Custom Reports
Yes
Document Management
Yes
Email Templates
Yes
Interaction Tracking
Yes
Lead Management
Yes
Lead Scoring
Yes
Pipeline Management
Yes
Reporting / Analytics
Yes
Task Management
Yes
Social CRM
Calendar/Reminder System
Yes
Customer Support
Yes
Email Marketing
Yes
Lead Capture
Yes
Lead Nurturing
Yes
Live Chat
Yes
Marketing Automation Integration
Yes
Multi-Channel Social Integration
Yes
Social Media Monitoring
Yes
Task Management
Yes
