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Social CRM Tools Software

CRMNEXT

CRM platform for banks and insurers covering digital journeys, cross-selling, sales automation and service management

By Acidaes Solutions

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  • Android
  • Task Management
  • Sentiment Analysis
  • Mobile Access
  • +37 more
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TrustList summary

CRMNEXT is a customer relationship management product built around the financial sector. It is aimed at banking and insurance firms and tries to make a customer's digital journey faster across every channel and touchpoint.

The vendor says it serves businesses from small and medium enterprises to the largest corporations, across nine industry verticals. Gartner is cited as recognising it for sales force automation, service management and lead management.

Main features

  • Personalised journeys: end-to-end digital flows for quicker fulfilment.
  • Cross-selling: autonomous, one-to-one offers meant to raise the number of products each customer holds.
  • AI-powered mobility: day planners, alerts and conversational nudges for sales staff and supervisors on the move.
  • Sales and service tools: sales force automation, service management and lead management.

Clients

Banks, insurers and other financial services firms, along with companies in eight further verticals.

Key facts

  • Focus: financial services CRM
  • Website name: the maker's current site presents the brand as BUSINESSNEXT, with AI agents for financial services

Summary written by TrustList from the business's own published information, Oct 2026.

Categories & features

  • Android
  • Task Management
  • Sentiment Analysis
  • Mobile Access
  • Marketing Management
  • Lead Scoring
  • Segmentation
  • Email Marketing
  • Lead Management
  • Expense Tracking
  • Quotes/Proposals
  • Account Alerts
  • Asset Management
  • Household Tracking
  • Influence Tracking
  • Relationship Tracking
  • Team Assignments
  • Territory Management
  • Social Media Integration
  • Brand Tracking
  • Social Media Monitoring
  • Lead Capture
  • Lead Nurturing
  • Calendar/Reminder System
  • Document Storage
  • Internal Chat Integration
  • Marketing Automation Integration
  • Live Chat
  • Audience Targeting
  • Customer Support
  • Multi-Channel Social Integration
  • Installed - Mac
  • Installed - Windows
  • Web-Based, Cloud, SaaS
  • iPhone / iPad
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Online
  • 24/7 (Live Rep)

Rankings

CRMNEXT is ranked on 3 TrustList rankings: #9 on 1, #11 on 1 and #29 on 1, across 3 categories.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. CRMNEXT has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Lead scoring software · 1 ranking

  • #9of 74
    Lead scoring software

    It is the only one of the top 59 here listing multi-channel social integration and one of 2 here listing account alerts.

    Of the top 59 here, 35 also cover segmentation and 26 also cover email marketing.

    Behind Octopus CRM, ahead of Infinity ECM.

Document storage software · 1 ranking

Live chat software · 1 ranking

  • #29of 85
    Live chat software

    It is the only one of the top 59 here listing brand tracking and one of 2 here listing account alerts.

    Of the top 59 here, 32 also cover android and 23 also cover real-time chat.

    Behind MicroSIP, ahead of HelpDeskAdvanced.

As of 2026-11-04. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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