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What is Spotler CRM?

Spotler CRM, which was previously known as Really Simple Systems, is a robust CRM solution tailored for expanding teams operating in the B2B sector. This platform equips your sales personnel with all the necessary tools to efficiently oversee prospects, customers, and sales processes, all while maintaining control over their strategic direction rather than being constrained by technology. Additionally, Spotler CRM features integrated email marketing tools and customer service modules, offering seamless accessibility from desktops, tablets, and smartphones. Designed for simplicity, the CRM allows for quick setup and user-friendly navigation, enabling you to train your team in just a matter of minutes, thereby allowing you to concentrate on scaling your business effectively. Furthermore, its versatility ensures that your team can engage with clients and manage tasks on-the-go, enhancing productivity and responsiveness.

What is NexJ CRM?

We offer six specialized products designed specifically for various industries to assist you in reaching your business objectives. The CRM for Wealth Management empowers advisors to enhance their assets by fostering robust relationships with clients. Meanwhile, the CRM for Private Banking supports Relationship Managers in increasing assets under management by deepening client connections. In the realm of Commercial Banking, our CRM facilitates bankers in maximizing upsell and cross-sell opportunities through tailored service. For Corporate Banking, this CRM aids business bankers in boosting upsell and cross-sell potentials by linking insights and sales teams across diverse regions. The CRM for Sales, Research, Trading, and Research is designed to help users optimize profits and improve capital utilization, while our Insurance CRM assists agents in driving renewals and discovering cross-sell opportunities, ultimately leading to increased business growth. Together, our products comprehensively address all your CRM needs, integrating sales, service, and marketing functionalities that are customized for your specific industry. This holistic approach ensures that you have all the necessary tools to excel in your market.

Media

Media

Integrations Supported

ActiveCampaign
Chat Agents
Dropbox
Facebook
Gmail
Google Docs
Google Sheets
Integrately
KashFlow
Microsoft Azure
Microsoft Excel
Microsoft Exchange
Microsoft Outlook
Sage Accounting
Stackreaction
Trello
Typeform
Xero
Zapier

Integrations Supported

API Availability

API Availability

Pricing Information

$17.00/month
Free - $0
Starter - $17 per user per month
Professional - $33 per user per month
Enterprise - $50 per user per month
Free Version
Free Trial Offered?

Pricing Information

Please contact or book a demo with NexJ Systems for pricing information.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
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

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Spotler

Date Founded

2004

Company Location

The Netherlands

Company Website

spotler.com/en-gb/crm

Company Facts

Organization Name

NexJ Systems Inc.

Date Founded

2003

Company Location

Toronto, Ontario

Company Website

www.nexj.com

Categories and Features

Appointment Reminder

Appointment Scheduling
Calendar Management
Call Reminders
Email Reminders
Recurring Appointments
Rescheduling
Two-Way Messaging

Construction CRM

Client Tracking
Forecasting
Quote Management
Sales Management
Scheduling
Time Management

CRM

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

Customer Engagement

Analytics
Communication Management
Community Management
Feedback Collection
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Trend Analysis

Customer Satisfaction

Analytics
Call Reporting
Complaint Monitoring
Feedback Collection

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Onboarding
Usage Tracking / Analytics
Win / Loss Analysis

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments

Sales Tracking

Activity Dashboard
Alerts / Notifications
Call Logging
Comments / Notes
Custom Reports
Document Management
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Categories and Features

AML

Behavioral Analytics
Case Management
Compliance Reporting
Risk Assessment

Banking

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Private Banking
Risk Management
Securities Management

CRM

Calendar/Reminder System
Call Logging
Document Storage
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy

Campaign Management
Reporting/Analytics
Social Engagement

Customer Engagement

Analytics
Churn Management
Communication Management
Content Syndication
Feedback Collection
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Trend Analysis

Customer Loyalty

CRM
Customer Activity Tracking
Rewards Management

Customer Success

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Event Management

Attendee Management

Financial CRM

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

Financial Management

Cash Management
Financial Reporting
Investment Management
Project Management

Financial Services

Analytics
Compliance Management
Customer Engagement
Performance Management

Insurance CRM

Not specified

Social CRM

Not specified

Wealth Management

Not specified

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