Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
NextMove CRM empowers you to boost your conversion rates, monitor sales from initial contact to final deal, and refine your sales management systems. By strategizing your next steps, you place yourself a step ahead of your rivals. Our innovative workflow engine provides sales representatives with intelligent prompts to determine their subsequent actions based on where the client stands in the sales funnel. Additionally, with NextMove CRM's email marketing features, you can effortlessly oversee and assess all your email initiatives. The built-in scheduling tool enhances the efficiency of your marketing automation efforts. Our integration options are extensive, allowing seamless connections with everything from Office applications to third-party systems and customized legacy tools. Moreover, NextMove's referral network process equips professionals with valuable insights into their most effective referral sources, enabling them to manage and market with greater efficacy. By leveraging these comprehensive features, you can ensure a more streamlined approach to your sales and marketing strategies.
Description
Transforming corporate services, trust, and fund administration through cohesive software solutions tailored to industry demands, from small local providers to expansive multi-jurisdictional entities. Our extensive global implementation expertise covers vital onshore, midshore, and offshore jurisdictions, ensuring comprehensive support. A vibrant and expanding international user community fosters continuous innovation in our solutions. We offer a complete array of business consulting services designed to adapt to your organization’s evolving requirements. Additionally, our technical consulting services deliver adaptable solutions to optimize the use of our software. With round-the-clock global support, we keep your organization on track. TrustQuay stands out with the most robust product offerings, unparalleled global reach, and the highest dedicated R&D investment in the trust, corporate services, and alternative fund administration sectors, empowering clients to enhance operational efficiency, minimize expenses, maintain compliance, and explore new revenue avenues. Our commitment to innovation positions us as leaders in the market, ready to meet future challenges head-on.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
$20.00/month/user
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
Yes
iPad App
Yes
Android App
Yes
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
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)
No
In Person
Yes
Vendor Details
Company Name
NextMove CRM
Country
United States
Website
www.nextmovecrm.com
Vendor Details
Company Name
TrustQuay
Country
United Kingdom
Website
trustquay.com
Product Features
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
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
Yes
Product Features
Financial CRM
Account Alerts
No
Asset Management
Yes
Expense Tracking
No
Household Tracking
No
Influence Tracking
No
Lead Management
No
Marketing Management
No
Relationship Tracking
No
Team Assignments
No
Territory Management
No
Hedge Fund
Compliance Management
No
Contact Management
No
Investor Accounting
No
Investor Reporting
No
P&L Calculation
No
Partnership Accounting
No
Performance Analysis
No
Portfolio Analysis
No
Portfolio Management
No