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Increase customer loyalty and boost revenues by streamlining processes on a powerful integrated platform. Transform from a ‘product’ centric to a ‘customer’ centric business model.


Establish a single window access for sales and service teams

  • Create a unified 360°view of customers from multiple systems
  • Ensure effectiveness of interactions across all channels
  • Use single window to create customer related leads, cases, activities etc.
  • Maintain visibility across departments for sales or service request process.

Ensure faster lead conversion

  • Manage all leads on a single platform across various channels of acquisition.
  • Automate lead assignment to increase efficiency and reduce response time.
  • Introduce leads nurturing strategies using direct marketing.
  • Eliminate duplicate lead across channels.

Improve efficiency, reduce waste

  • Implement processes spanning various departments
  • Build escalations and alerts to ensure timely action
  • Minimize process wastage using exception reporting
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Improve customer profitability

  • Segment customers in value bands
  • Facilitate strategic shift to value based relationships.
  • Run focused programs to improve customer portfolio quality
  • Increase wallet-share by boosting cross-selling
  • Use referral management to provide generate quality low cost leads

Enhance customer experience & satisfaction

  • Collate and service all customer requests on a single platform
  • Ensure timely resolution with multi-department workflows
  • Ensure consistent customer experience at all touch points
  • Monetize service satisfaction goodwill using Service-to-Sales process
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Strengthen workforce management

  • Set targets, monitor achievement and pipeline to ensure proactive corrective action.
  • Get insight into teams activities and ensure accountability
  • Deploy structured relationship programs
  • Use knowledge management capabilities to combat effects of sales attrition.
  • Upgrade workforce skills using self-paced training programs.

Advanced Reporting

  • Get real-time reports across teams, products and geographies.
  • Move from fragmented to a unified multi-system collated reporting.
  • Establish an efficient analysis path using drill-down capabilities.
  • Provide actionable insights
  • Boost results by measuring and improving critical performance indicators
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Customer Success Stories


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Profiting from customer lifecycle value.

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Are your sales & marketing team missing their numbers?

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Cross Selling Models

  • CRM for banking has evolved from a customer facing application to a customer centric strategy that helps manage the complete customer life cycle. This edition of CRMnext enables banks to enhance customer experience and boost revenues by streamlining processes. This platform facilitates a transformation from being product centric to customer centric for banks. Banks can no longer depend on customer inertia to retain customer loyalty. Relationship dynamics are drifting away from inherited relationships to managed relationships, from face-to-face to virtual banking and from branch specific to anywhere banking. Banks continue to face stiff revenue targets across stakeholders who are struggling with too many departments, systems and geographies.

    CRMnext’s banking CRM software, helps banks to view their latest customer data, manage end- to-end processes (product sales, fulfillment, service), enforce SLA and access intelligent reports.CRM for banking helps boost workforce efficiency by reducing inter-department coordination efforts and ensuring downstream action using process automation. CRM software for banks, optimizes existing customer strategies and makes them future-proof without affecting the bank's flexibility, unlike other banking CRM systems.

  • The key to a successful implementation of the banking CRM software lies in addressing the following challenges:

    1. How to improve customer acquisition and reduce the lead conversion cycle?
    2. How to create an intelligent 360 view of customers and cross-sell products from multiple repositories and systems?
    3. How to assist the workforce in achieving higher targets plus reducing non-sales and coordination efforts?
    4. How to manage end-to-end processes that span across systems and enforce SLA adherence?
    5. How to converge multiple campaigns across product lines while providing visibility across channels?
    6. How to reliably action service requests or complaints across channels to ensure fast and accurate resolution?
    7. How to reduce process cost and wastage while conforming to compliance and audit standards?
    8. How to provide real-time insights with intelligent reports & dashboards for pro-active action?

  • Large and medium sized banks can benefit from a high-impact banking CMR software as it ensures the following:

    1. Faster lead conversion
    2. A single window access for all needs
    3. Improved efficiency, reduce waste
    4. Improve customer profitability
    5. Boost customer acquisition
    6. Customer experience & satisfaction
    7. Strengthen workforce management
    8. Advanced real-time reporting

    Moreover, CRMnext’s software for banks enables workforce transformation by providing data and process centricity. It establishes an integrated desktop with complete customer 360° view, while automating processes across functions like sales, services, marketing and operations. As a next generation platform, this banking CRM software, generates growth and improved profitability.