List of CRMnext Customers
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India
Since 2010, our global team of researchers has been studying CRMnext customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased CRMnext for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using CRMnext for CRM include: State Bank of India, a India based Banking and Financial Services organisation with 235858 employees and revenues of $34.01 billion, SBI Life Insurance, a India based Insurance organisation with 26355 employees and revenues of $13.64 billion, IndusInd Bank, a India based Banking and Financial Services organisation with 45637 employees and revenues of $3.07 billion, Max Life Insurance, a India based Insurance organisation with 19500 employees and revenues of $2.60 billion, Muthoot Finance, a India based Banking and Financial Services organisation with 25554 employees and revenues of $1.47 billion and many others.
Contact us if you need a completed and verified list of companies using CRMnext, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The CRMnext customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Deutsche Kreditbank | Banking and Financial Services | 5134 | $1.4B | Germany | CRMnext | CRMnext | CRM | 2021 | n/a |
In 2021 Deutsche Kreditbank implemented CRMnext as its CRM. The initiative is recorded with a Project Manager NEXT CRM who also served as Head of CRM, with project activity starting in October 2021 and led from Berlin Germany.
The deployment emphasized configuration of core CRMnext capabilities typical for banking CRM, including centralized customer master data, interaction and case management, campaign orchestration, and sales pipeline workflows tailored to retail banking customer lifecycles. Configuration work focused on standardizing contact and account hierarchies, activity tracking, and workflow automation for customer engagement and service routing.
Operational coverage prioritized CRM operations, customer service, sales and marketing functions within the bank, with implementation oversight originating from the Head of CRM role based in Berlin. The rollout approach aligned CRMnext functional modules to business processes in customer facing teams and internal CRM operations rather than to a specific third party integration list.
Governance was structured around a Head of CRM led program, with project management and configuration ownership held by the appointed Project Manager NEXT CRM, enabling centralized change control, role based access configuration and standardized customer lifecycle workflows. Documentation indicates ongoing stewardship of CRMnext configuration and operational governance from the CRM leadership team.
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IndusInd Bank | Banking and Financial Services | 45637 | $3.1B | India | CRMnext | CRMnext | CRM | 2020 | n/a |
In 2020, IndusInd Bank completed integration with CRMnext, deploying the CRM platform to unify customer onboarding, sales and service operations across its enterprise. The CRMnext implementation establishes an intelligence driven Customer Action Center that consolidates customer data from multiple sources into a single intuitive screen, supporting a golden customer profile that spans lead and prospect through after sale service.
The deployment was architected on cloud infrastructure with an API led integration approach and designed for elasticity and resilience. Functional capabilities implemented include automated customer onboarding, codeless visual digital journey designers for personalized sales and service flows, guided actions for user workflows, and a unified customer relationship view to enable smarter relationship programs and faster fulfilment.
Operational coverage extends to nearly 2000 branches, call centers and processing units, and all customer facing channels and staff. The CRM platform integrates with physical and digital touch points including ATMs, WhatsApp Banking platform, Email, SMS, mobile apps, and over 150 integration touch points such as core banking, loan systems, credit card systems, Aadhaar verification and credit bureaus, and it was delivered leveraging partnerships with CRMnext, VmWare and Amazon.
Governance and process changes focused on centralizing customer data, automating and customizing workflows to meet modern banking requirements, and enabling staff across functions to use guided actions for engagement. Stated outcomes include the ability to anticipate customer needs and craft personalized offerings, faster turnaround through visual journey designers, lower operational friction through smart automation, and the platform position to support IndusInd Bank as a digital first bank while delivering improved customer experience.
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Max Life Insurance | Insurance | 19500 | $2.6B | India | CRMnext | CRMnext | CRM | 2016 | n/a |
In 2016, Max Life Insurance implemented CRMnext as its enterprise CRM, deploying CRMnext to centralize customer engagement and distribution workflows. The decision positioned CRMnext as the primary CRM application for managing customer interactions and sales channel activities across the organization.
The CRMnext implementation focused on CRM capabilities common to large insurers, including sales force automation, lead and opportunity management, policyholder lifecycle tracking, service case management, commission and agent management, campaign management, workflow automation, and operational reporting. CRMnext was configured with role based access and configurable business rules to reflect insurance sales processes and agent commission structures.
Architecturally the program established CRMnext as a centralized platform supporting distributed channels and branch networks, with emphasis on master customer data consolidation and activity history synchronization. The implementation instrumented workflow orchestration and case routing to align front office sales and service activities with internal processing steps.
Governance and rollout practices centered on centralized configuration management, business process standardization, and defined data stewardship to maintain consistent policyholder records and sales process compliance. Operational alignment included embedding CRMnext into agent management and policy servicing workflows to enforce standardized procedures across sales, distribution, and customer service functions.
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Muthoot Finance | Banking and Financial Services | 25554 | $1.5B | India | CRMnext | CRMnext | CRM | 2016 | n/a |
In 2016 Muthoot Finance implemented CRMnext, a CRM, as the central customer engagement platform for its retail lending operations across India. The deployment targeted branch and field sales processes and was supported by in-house project consultants tasked with application rollout, data migration assistance, and ongoing functional testing and training delivery.
The CRMnext implementation encompassed standard CRM capabilities aligned to the CRM category, including customer master and interaction history, lead and opportunity management, sales workflow automation, case tracking, and role based access for branch and field staff. The program included a parallel MsalesNext mobile app project for sales enablement and a chatbot project to extend self service and customer engagement, with CRMnext serving as the core platform for recording transactions and customer touchpoints.
Operationally the initiative was supported by a centralized CRMNext support desk that also handled CRMNext CBS application support, with team lead responsibilities covering application support across branches and training leadership for the North West India region. Integration points explicitly implemented included CRMnext linkage with the MsalesNext mobile application and the chatbot engagement layer, and the project scope included assisting data migration into CRMnext from existing records.
Governance and rollout emphasized functional training, training delivery across branch networks, and a structured support model for application incidents and change requests, with project consultants embedded to manage project delivery, service delivery, and business analysis activities. CRMnext was restated as the enterprise CRM platform driving sales and customer engagement workflows within Muthoot Finance.
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RBL Bank | Banking and Financial Services | 22564 | $1.2B | India | CRMnext | CRMnext | CRM | 2019 | n/a |
In 2019, RBL Bank implemented CRMnext as its enterprise CRM to centralize customer engagement and operational queues. The Business Solutions Group led delivery of CRMnext projects and queues for critical business units in Assets and Operations, positioning the application as the primary CRM platform for those business functions.
The CRMnext deployment emphasized customer onboarding, case and queue management, workflow automation, and straight through processing to reduce manual handoffs. Configuration work targeted queue orchestration and automated business rules, with CRMnext serving as the system of record for customer interactions and operational workflows, while implementation activities ran alongside a bank-wide KYC program.
Governance for the CRM rollout was retained by the Business Solutions Group, which used standardized configurations and processes to rationalize the vendor footprint and consolidate costs. The program scope covered enterprise-wide rollout across asset and operations teams, with explicit objectives to improve productivity through automation and STP and to drive vendor consolidation through standardization.
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Insurance | 26355 | $13.6B | India | CRMnext | CRMnext | CRM | 2020 | n/a |
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Banking and Financial Services | 7200 | $1.0B | Philippines | CRMnext | CRMnext | CRM | 2019 | n/a |
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Banking and Financial Services | 235858 | $34.0B | India | CRMnext | CRMnext | CRM | 2016 | n/a |
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Buyer Intent: Companies Evaluating CRMnext
- MongoDB, a United States based Professional Services organization with 5000 Employees
- RBL Bank, a India based Banking and Financial Services company with 22564 Employees
- Lender Pay, a United States based Banking and Financial Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
|---|---|---|---|---|---|---|
| MongoDB | Professional Services | 5000 | $1.7B | United States | 2026-02-05 | |
| RBL Bank | Banking and Financial Services | 22564 | $1.2B | India | 2026-01-22 | |
| Lender Pay | Banking and Financial Services | 10 | $1M | United States | 2025-06-06 | |
| Banking and Financial Services | 20914 | $40.2B | India | 2025-05-15 | ||
| Banking and Financial Services | 800 | $200M | Italy | 2025-04-29 | ||
| Professional Services | 150 | $20M | United States | 2025-03-16 | ||
| Insurance | 15000 | $46.8B | Switzerland | 2025-03-05 | ||
| Manufacturing | 50 | $5M | India | 2025-03-04 | ||
| Manufacturing | 20 | $2M | India | 2025-02-04 | ||
| Professional Services | 130 | $13M | United States | 2025-02-04 |