CRMNEXT is a leading CRM platform for financial services that empowers banks and credit unions to dramatically improve customer engagement, enhance team member effectiveness, and increase bottom-line revenue and profitability.

Our Origin Story

We recognized that banks and credit unions are limited in their ability to grow without adding headcount, due to the number of manual tasks required to service customers. So, we designed a solution that enables financial institutions to improve service, enhance customer experience, and grow deposits and revenue without growing costs. Our platform leverages work simplification and automation to deliver immediate results and empowerment for team members and customers, making it simpler to complete service tasks and leverage data-science based insights to deepen customer relationships.

Inside Scoop @ CRMNEXT, Inc

  • 1

    What are some qualities that would make a person successful and help evolve CRMNEXT, Inc's culture?

    If you are a self-starter who loves making things happen while working within a team, this is the right place for you. There's a lot to learn, and everyone is expected to contribute to that learning. We work hard, play hard, and are a family at heart!

    Sumit Deshpande
    Head of Strategy & Solutions
  • 2

    What are you most excited about over the next year?

    The company is primed for significant growth and I am so excited to be a part of making this happen.

    Barbara Propst
    Strategic Accounts
  • 3

    What fun/interesting quirks are unique to CRMNEXT, Inc?

    I love the culture here. We're even-keeled under pressure and really band together as a team to bring things to completion. And I'm really excited about our product and the amazing benefits it provides to our customers.

    Patrick Kepler
    Business Analyst

Benefits & Perks

  • Medical, dental and vision insurance
  • 401(k) safe harbor plan with 4% company match
  • Cell phone reimbursement
  • Life Insurance
  • Flexible Spending Account
  • 3 weeks Paid Time Off (PTO) per year
  • 12 company-paid holidays per year
  • Company-sponsored events

Tech & Tools We Use

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    Microsoft SQL Server
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Office Locations