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What is BSI CRM?

BSI CRM offers a comprehensive 360-degree perspective on your customers, accessible from any department and at every point of interaction. Its modular architecture, open technology, and extensive configurability are sure to impress you. This solution has garnered accolades from both industry experts and satisfied customers for its remarkable flexibility and has been recognized with various CRM awards. The most gratifying aspect for us is the happiness of our users. With nearly 25 years of passion and expertise in CRM, we are now proud to present BSI CRM in its 16th generation, driven by a state-of-the-art platform and innovative product advancements. If your organization faces complex demands typical of larger enterprises, we are the ideal partner for you. Our extensive array of interfaces and broad ecosystem further enhance our offering. Additionally, our wealth of experience is evident in our appealing total cost of ownership (TCO) metrics. BSI CRM seamlessly integrates with your business processes and IT framework, catering effectively to both B2B and B2C models. With BSI CRM, you can confidently navigate the complexities of customer relationship management.

What is 360 View CRM?

Demonstrating an understanding of the unique needs of customers is vital for any business. By improving the relational experience, organizations can effectively drive growth. As the appetite for personalized services continues to rise, financial institutions are compelled to harness customer data to meet these evolving expectations. A key strategy to illustrate genuine understanding to clients is to recommend the most appropriate products exactly when they need them. To ensure ongoing growth, banks ought to implement a system that tracks every customer interaction in real-time, allowing for a nuanced understanding of their preferences. Additionally, it is imperative to build capabilities for personalized outreach at every stage of the customer journey. Through the use of targeted marketing communications, organizations can not only boost customer retention but also reinforce their relationships with clients. Tailoring communications and interactions to reflect each client's distinct profile is crucial for nurturing and enlarging these significant connections. This level of customization not only cultivates customer loyalty but also propels sustained success in a highly competitive environment. Ultimately, the ability to adapt to individual customer needs will set organizations apart as leaders in their fields.

Media

Media

Integrations Supported

ThinkOwl
WhatsWaves
Wufoo
finleap connect

Integrations Supported

ThinkOwl
WhatsWaves
Wufoo
finleap connect

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BSI Business Systems Integration AG

Date Founded

1996

Company Location

Switzerland

Company Website

www.bsi-software.com

Company Facts

Organization Name

inBusiness Services

Date Founded

2001

Company Location

United States

Company Website

www.360view.com

Categories and Features

Construction CRM

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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