Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Attract new clients and ensure their loyalty for a lifetime. We are now providing Every Door Direct Mail services through SendJim. Enhance your current client base and transform them into enthusiastic advocates for your brand. Focus on precisely targeting your desired audience to secure the leads that are most valuable. Foster enduring relationships with your clients to encourage higher-value sales. A comprehensive checklist is available to help determine the current phase of your business. This tool also highlights the key performance indicators and systems necessary for each business stage while outlining strategies to elevate your business to the next level. Ultimately, understanding your stage will empower you to implement effective changes for growth.
API Access
Has API
No
API Access
Has API
No
Integrations
ClientTether
No
Compass Wave
No
Jobber
No
NiceJob
No
Pocomos
No
ProLine
No
Integrations
ClientTether
Yes
Compass Wave
Yes
Jobber
Yes
NiceJob
Yes
Pocomos
Yes
ProLine
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$97.00/month
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
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Nexgen
Founded
2000
Country
United States
Website
www.nexgenus.com/products/Nexgen-CRM
Vendor Details
Company Name
SendJim
Founded
2017
Country
United States
Website
sendjim.io/home
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
Product Features
Customer Engagement
Analytics
No
Churn Management
No
Communication Management
No
Community Management
No
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
Yes
Video Content
Yes