Intelligent Customer Management 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

Intelligent Customer Management

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Pricing

Pricing available upon request

About Intelligent Customer Management

Next Generation CRM is a cloud-based customer relationship management (CRM) solution from NexJ Systems, suited for organizations in financial services, insurance and health care.

Next Generation CRM is an integrated solution that can combine customer profiles, interactions and transaction information from multiple applications to provide view of customers. The solution is equipped with industry-specific functionalities as well as business intelligence capabilities.

The software has two main components: the customer Data Management Platform (CDM) and the User Experience Platform (UXP). CDM works as a back office system, which manages customer data and UXP combines the technology and service to deliver context-based applications to agents, advisors and customers.

This solution also features relationship modeling, automated workflow with action plans, synchronization with Microsoft Exchange and integration with Outlook. Users can identify work on leads, prospects and referrals from multiple sources. They can also track campaign progress over time with information such as the percentage of completed activities, results by stage and resulting opportunities.

Intelligent Customer Management Screenshots

Intelligent Customer Management Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

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Intelligent Customer Management Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of Intelligent Customer Management
Collaboration Tools
Contact Management
CRM
Dashboard
Expense Tracking
For Insurance Industry
Interaction Tracking
Internal Chat Integration
Lead Management
Marketing Automation
Relationship Tracking
Team Assignments