List of CUMUS CRM Essentials Customers
Amstelveen, 1183 DJ,
Netherlands
Since 2010, our global team of researchers has been studying CUMUS CRM Essentials 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 CUMUS CRM Essentials 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 CUMUS CRM Essentials for CRM include: Yincq Netherlands, a Netherlands based Professional Services organisation with 20 employees and revenues of $2.0 million, Sb Groep Netherlands, a Netherlands based Insurance organisation with 15 employees and revenues of $2.0 million, Albers Advies Netherlands, a Netherlands based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using CUMUS CRM Essentials, 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 CUMUS CRM Essentials 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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Albers Advies Netherlands | Insurance | 10 | $1M | Netherlands | CUMUS | CUMUS CRM Essentials | CRM | 2019 | n/a |
In 2019, Albers Advies Netherlands deployed CUMUS CRM Essentials as its core CRM solution. The vendor CUMUS highlighted a smooth, flexible migration process and positive user adoption across the Netherlands, positioning the implementation as a cloud-centric CRM rollout focused on improving customer relationship management and portfolio administration workflows.
CUMUS CRM Essentials was configured to deliver CRM and portfolio administration capabilities, consolidating client records, policy data, and advisory activities into a single application platform. The deployment used a cloud-hosted architecture and was scaled to the needs of a small insurance advisory firm, supporting advisory staff, client servicing, and portfolio administration business functions. Governance was driven by vendor-assisted configuration and staged user onboarding, with operational scope concentrated in the Netherlands and rollout emphasis on usability and adoption rather than extensive integrations.
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Sb Groep Netherlands | Insurance | 15 | $2M | Netherlands | CUMUS | CUMUS CRM Essentials | CRM | 2020 | n/a |
In 2020, Sb Groep Netherlands implemented CUMUS CRM Essentials by adopting CUMUS’ cloud-hosted AssuPortal to centralize client and portfolio management. CUMUS CRM Essentials, in the CRM category, is used across their Dutch operations to support daily insurer and adviser workflows according to vendor testimonials. The deployment is cloud-based and focuses on consolidating client records and providing policy portfolio visibility for adviser and insurer teams.
Functional use emphasizes client and portfolio management, adviser workflow support, and routine insurer operations, leveraging CRM capabilities such as contact and policy record management, portfolio tracking, and workflow orchestration. Operational coverage is centered on adviser and insurer business functions within the Netherlands, with AssuPortal positioned by the vendor as a smart cloud solution for day-to-day client servicing and portfolio administration.
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Yincq Netherlands | Professional Services | 20 | $2M | Netherlands | CUMUS | CUMUS CRM Essentials | CRM | 2017 | n/a |
In 2017, YincQ B.V. implemented CUMUS CRM Essentials. The implementation used CUMUS' AssuPortal CRM for client and portfolio management to establish a stable CRM basis and to improve compliance and data accessibility for its operations in the Netherlands.
Configuration centered on CRM functional modules for contact and client record management, portfolio tracking, and client lifecycle workflows, reflecting common CRM capabilities for a professional services firm of YincQ's scale. The deployment emphasized centralized data access and structured client portfolios to support advisory and account management processes. Record-level access controls and structured data models were applied to align with the compliance needs reported by the vendor.
Operational coverage targeted front office and portfolio management functions across the YincQ organization, providing a single source of client truth and consistent data accessibility for advisers. Governance work at company formation in 2017 defined standard client record structures and portfolio management workflows to ensure consistent use across the firm. The vendor testimonial explicitly cites improved compliance and enhanced data accessibility as primary outcomes of the CUMUS CRM Essentials deployment.
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