AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

List of CRMnext Customers

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Logo Customer Industry Empl. Revenue Country Vendor Application Category When SI Insight
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.
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.
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.
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.
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.
Insurance 26355 $13.6B India CRMnext CRMnext CRM 2020 n/a
Banking and Financial Services 7200 $1.0B Philippines CRMnext CRMnext CRM 2019 n/a
Banking and Financial Services 235858 $34.0B India CRMnext CRMnext CRM 2016 n/a
Showing 1 to 8 of 8 entries

Buyer Intent: Companies Evaluating CRMnext

ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating CRMnext. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating CRMnext for CRM include:

  1. MongoDB, a United States based Professional Services organization with 5000 Employees
  2. RBL Bank, a India based Banking and Financial Services company with 22564 Employees
  3. 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
FAQ - APPS RUN THE WORLD CRMnext Coverage

CRMnext is a CRM solution from CRMnext.

Companies worldwide use CRMnext, from small firms to large enterprises across 21+ industries.

Organizations such as State Bank of India, SBI Life Insurance, IndusInd Bank, Max Life Insurance and Muthoot Finance are recorded users of CRMnext for CRM.

Companies using CRMnext are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.

Companies using CRMnext are most concentrated in India, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of CRMnext across Americas, EMEA, and APAC.

Companies using CRMnext range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 75%.

Customers of CRMnext include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.

Contact APPS RUN THE WORLD to access the full verified CRMnext customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.