#1 CRM that boost your brokerage growth
Divided into sales, marketing, management and reports, Nfinx CRM allows you to stay in control over your data
Speed Up Your Workflow
Use Timeline to plan projects right the first time. See how the pieces you can spot
gapsand overlaps before you start.
Centralized Customer Data:
Access comprehensive customer profiles with interaction history, purchase patterns, and more.
Automated Workflows:
Streamline tasks like follow-up emails and appointment scheduling to enhance productivity.
Advanced Analytics:
Gain insights into customer behavior and sales performance with detailed reports and dashboards.
Integration Capabilities:
Seamlessly integrate with email, e-commerce platforms, and social media channels.
Customizable Dashboards:
Tailor the CRM interface to highlight the most relevant information for your team.
Mobile Accessibility:
Manage customer interactions from any device, anywhere.
Marketing Automation
Our Marketing Automation streamlines marketing tasks, workflows, and campaign measurement, offering a centralized database for all marketing interactions. This enables segmented, personalized, and timely marketing experiences across various channels.
- Dashboard: Lead stats, form submissions, email stats.
- Management Tools: Segments, assets, forms, campaigns, email and SMS channels, points, stages.
- Builders: Workflow and email builders.
- Reports: Campaign, email, SMS, asset, form, lead, and point reports.
- Settings: Categories, email and SMS templates, email configuration, sending limits, form custom CSS.
Mailbox and Email Management
Our CRM includes a robust In Mailbox and Email Management system designed to enhance communication efficiency and organization.
- Email Management Enhancements: Streamline lead assignment, support ticket conversion, read email tracking, seamless attachment forwarding, and support for email signatures and attachments with spaces in filenames.
- Language and Compatibility: Offers multilingual support, including Ukrainian, Spanish, and Italian.
- User Experience Enhancements: Default date sorting, trimmed email previews to prevent overlap, improved mobile accessibility for compose buttons, and aesthetic adjustments for profile pictures and email text wrapping.
Integration Capabilities
Our CRM solutions are designed to seamlessly integrate with a variety of essential business tools, enhancing functionality and efficiency. By integrating with these key tools, our CRM solutions provide a unified platform that enhances operational efficiency, improves customer interactions, and supports business growth. Explore how our integrations can empower your business today.
- VOIP Solutions: Integrate with leading VOIP providers for seamless voice communication and call management directly within the CRM.
- PSP (Payment Service Provider) Solutions: Streamline your payment processes with integrated PSP solutions, facilitating secure and efficient transactions.
- OpenAI Integration: Leverage advanced AI features for improved customer insights, automated responses, and enhanced data analysis.
- WhatsApp Integration: Connect with customers via WhatsApp for real-time communication and support, integrated directly into the CRM interface.
- E-Signature Contracts: Simplify contract management with integrated e-signature capabilities, ensuring secure and legally binding agreements.
- Additional Integrations: Integrate with email marketing tools for streamlined campaigns, manage social media interactions and brand presence from the CRM, and connect with e-commerce platforms to track customer purchases and behavior.
Fully Responsive
Our CRM includes a robust In Mailbox and Email Management system designed to enhance communication efficiency and organization.
Retina Ready
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Unlimited Features
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Leading the Way in Fintech Solutions
Enhanced Customer Engagement:
Personalized interactions based on comprehensive customer insights.
Improved
Efficiency:
Automated workflows reduce manual tasks, allowing your team to focus on strategic activities.
Data-Driven
Decisions:
Use analytics to inform business strategies and improve customer satisfaction.
Seamless Communication:
Integrated communication channels ensure consistent and efficient customer interactions.
