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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

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  • Android
  • Task Management
  • Sentiment Analysis
  • Mobile Access
  • +37 more
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About CRMNEXT

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.

What CRMNEXT offers

  • 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.

Who it works with

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

Profile 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

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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