# CRMNEXT Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about CRMNEXT Software - reviews, pricing plans, popular comparisons to other CRM products and more.

Source: https://www.capterra.com/p/118388/CRMnext/

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# 

 CRMNEXT Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 23, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

CRMNEXT

## What is CRMNEXT?

CRMNEXT is the Worlds most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships. Gartner recognizes CRMNEXT as a leading player in Sales force automation, Service Management and Lead Management. It is committed to make digital journeys of its customers, simpler and profitable through disruptive innovations.

## What is CRMNEXT used for?

[Insurance CRM](https://www.capterra.com/insurance-crm-software/)[IT Ticketing Systems](https://www.capterra.com/it-ticketing-systems-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/)

Top alternative

Featured

Overall rating

Based on 2 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

$65

Per User, Per Month

Free trial  
available

Includes Free Version

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for CRMNEXT?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.crmnext.com&name=CRMNEXT)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CRMNEXT

4.5 (2)

VS.

[4.4 (4,086)](https://www.capterra.com/p/164283/Zendesk/reviews/)

Starting Price

$65

per user, per month

Starting Price

$115

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (2)

Ease Of Use

4.3 (3,610)

Value For Money

4.5 (2)

Value For Money

4.2 (2,665)

Customer Service

4.5 (2)

Customer Service

4.3 (2,773)

## CRMNEXT alternatives

[4.4 (224)](https://www.capterra.com/p/227088/Salesforce-Starter/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/)

Starting price

$12.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[4.3 (6,985)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (1,787)](https://www.capterra.com/p/102188/LiveAgent/reviews/)

Starting price

$15.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

## FAQs about CRMNEXT

Overview

### What company size and specific industries is CRMNEXT built for?

CRMNEXT is designed for organizations in banking, insurance, financial services, mutual funds, telecom, pharma, retail, and media. The target audience is industry-focused rather than company-size specific, making it suitable for businesses operating in those sectors across a range of sizes.

Features and Usability

### What are the key features of CRMNEXT?

CRMNEXT offers CRM, contact management, lead capture, lead management, lead nurturing, and sales pipeline management for customer and sales workflows. It also includes email management, marketing automation, reporting/analytics, workflow management, task management, and customer support features such as live chat and a self service portal.

Getting Started and Support

### What training and onboarding options does CRMNEXT offer?

CRMNEXT provides in person training, live online sessions, webinars, and documentation to help teams get started. In person and live online sessions support guided instruction, webinars cover scheduled group learning, and documentation offers written reference material for self-paced review and feature lookup.

Getting Started and Support

### What customer support options does CRMNEXT offer?

CRMNEXT provides 24/7 live rep support and chat. These channels give users direct access to help at any time. No reviewer feedback about support quality is available, so user experience details such as response speed, helpfulness, or common frustrations are not described here.

## Features

AI summary

Based on 14,670 CRM reviews

Capterra data shows that buyers of CRM software rank the following features as their top priorities:

-   **Contact Management** (**44%** of reviewers rated this feature as critical)
-   **Sales Pipeline Management** (**43%**)
-   **Lead Management** (**44%**)

CRMNEXT supports all three features that reviewers rate highest: Contact Management, Sales Pipeline Management, and Lead Management. With these capabilities in place, the product helps businesses keep customer records organized, track deals through each stage of the sales process, and manage new opportunities more effectively, allowing teams to improve follow-up, maintain visibility into the pipeline, and close deals with better consistency.

Contact Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Sales Pipeline Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Task Management

4.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Create, manage and track all task activities and progression

Document Storage

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Reporting/Analytics

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Workflow Management

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Create, design and manage workflows for repetitive tasks

CRMNEXT 37 features

Manage assets throughout their lifecycle to optimize profit

Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention

Monitor social media posts or web that mention a particular brand

Notifications/alerts for upcoming events or tasks

Manage, organize, and store contact information

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Initiate interactions with customers by proactively starting conversations or providing informational content

Track customers' activities across social networks and maintain details about their demographics, preferences & more

Provide online support for your customers through live chat or help desk functionality

Store and organize documents in a centralized system

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Monitor and record expenses such as purchases or charges incurred

Intended to be used by insurers

Form predictions based on past and present data/trends

Track interaction history by documenting conversations for contacts

Incorporation of a chat or messaging system within an organization's internal communication infrastructure

Automatically identify and save contact information of potential customers

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Ability to chat online in real time

Automate workflows and trigger campaigns based on customer actions

Access software remotely via mobile devices

Integrate with more than one social media network

Generate quotes or estimates for customers

Log and store the source of contacts/leads

View and track pertinent metrics to find patterns and gain insights from data

Pipeline view and tracking lead status

Group leads or contacts based on their specific characteristics

Online portal through which end users can access the system, manage tasks, or obtain information

Categorize emotions expressed and identify if they are positive, negative or neutral

Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.

Track activity on sites such as Facebook, Twitter, Instagram, etc.

Create, manage and track all task activities and progression

Organize customer data and accounts by user or geography

Create, design and manage workflows for repetitive tasks

Get Advice

We can help you find the software with the features you need.

Features

4.0 (2)

4.0

Based on 2 reviews

## Pricing

Value for money

4.5 (2)

Free Trial

Free Version

Basic

$65.00

Value for money

4.5 (2)

4.5

Based on 2 reviews

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## Support, customer service and training options

Customer Service

4.5 (2)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (2)

4.5

Based on 2 reviews

## User reviews

Overall rating

4.5

Based on 2 reviews

Filter by rating

5(1)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

Aman Preet S.

Developer

Retail

### "Features of CRMnext "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

August 13, 2022

Overall experience with CRMnext is pretty well and all in all one can go for the same as it have more than everything one needs to have as a CRM tool.

Pros

The most we as a team liked was the workflow management feature of the CRMnext where we were able to deal with multiple resources in the most effective ways and efficiently as well. Along with that we can say same for documents storage feature.

Cons

Sometimes using this software we used to feel lots of complexity in traversing through different screens and also some functionalities are difficult to understand for newbie so training then is another responsibility.

Switched from

[Vtiger CRM](https://www.capterra.com/p/112491/vtiger-CRM/)

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

[SugarCRM](https://www.capterra.com/p/231638/SugarCRM/)

[Zendesk Suite](https://www.capterra.com/p/164283/Zendesk/)

The above mentioned tools didn't have better documents storage feature and workflows management as we got in CRMnext.

Alternatives considered

[Freshsales](https://www.capterra.com/p/155563/Freshsales/)

[Freshdesk](https://www.capterra.com/p/124981/Freshdesk/)

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Ajay U.

Sales

Management Consulting

### "Fantastic to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

June 17, 2016

A very good CRM software with updated concepts and user friendly UI. It has been deployed for some of the largest banking names of the world.

Pros

Automatic upgrade and easy to integrate features

Cons

N/A

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

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