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What is openCRX?

openCRX is an advanced private cloud solution that boasts state-of-the-art customer relationship management (CRM), calendar management, and issue tracking functionalities, making it an exceptional choice among open-source options. To successfully implement this CRM, it is vital to analyze and assess your fundamental business processes and their interactions with the CRM system. This includes detailing functional requirements, identifying possibilities for process enhancement and automation, and comprehending the various systems involved and their interrelations. Furthermore, creating a common vocabulary, documenting your business logic, and designing a custom plan for success are essential steps to ensure the CRM solution matches your specific business requirements. At CRIXP, our team has the necessary skills to smoothly connect openCRX with all relevant systems, and we will work hand-in-hand with your IT experts to establish the most efficient integration strategy tailored to your unique environment. This collaborative approach guarantees that your CRM implementation will not only operate smoothly but also be in perfect harmony with your overall business goals, paving the way for future growth and success. Ultimately, our commitment to understanding your needs allows us to create a solution that not only meets but exceeds expectations.

What is BrightOffice Broker CRM?

BrightOffice is dedicated to supporting both emerging and seasoned brokers as well as lending enterprises with a variety of our software solutions. Our products serve a diverse array of industries, including commercial lending and brokerage, in addition to consumer lending and retail brokerage. Through our Cloud CRM platforms, users can seamlessly launch new offerings such as asset finance, short-term loans, bridging loans, and invoice factoring, facilitating entry into new markets. The fully customizable loan processing workflows enable efficient management of tasks ranging from fact-finding and credit assessments to application processing and invoicing, all within your personalized Broker-Lender Cloud CRM. Recognizing the importance of cash flow for your business operations, BrightOffice has developed software that diligently monitors all financial transactions related to individual lending cases. Additionally, all your information is securely held and routinely backed up on our UK-based servers, providing reassurance for your business continuity. Our unwavering focus on delivering customized solutions ensures that we evolve alongside the financial sector, empowering you to succeed in a highly competitive environment. As your business grows, our tools will adapt to meet the unique challenges you face, enhancing your operational efficiency.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

CRIXP

Date Founded

2003

Company Location

Switzerland

Company Website

www.crixp.com

Company Facts

Organization Name

BrightOffice Cloud CRM

Date Founded

2009

Company Location

United Kingdom

Company Website

www.brightoffice.co.uk/crm/broker

Categories and Features

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

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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