Custom CRM Solution

Overview

Customer Relationship Management (CRM) allows a company to manage and analyse its own interactions with its past, current and potential customers. 

Adapts to Your Organisation's Size

We understand that not all companies need a large-scale CRM system, but that many are looking for a solution that adapts to their needs and organisation's size. And hence, to empower our clients and new customers with budget-friendly CRM, we have developed a configurable CRM module in Nimblex. 

Flexibility

To allow you to picture your ideal solution, here are examples within the CRM system that can be tailored to fit your needs.

Some of the CRM features you can benefit from.

Live Dashbaord

The Nimblex CRM comes with a live dashboard that gives you instance snapshots of Deals in the market based on account managers and the status of customers with active and new customer data.

CRM-KeyItems

Filterable Tables and Reports

On top of that, you get a quick filterable table for all Customer, Deals and Contacts, which enables the account managers to easily find the information they are looking for.

CRM-table

The Deals report will show you any deal where follow-up is past due or approaching in the same week with highlighted options to make it easy to focus.

Easy to Manage and Track Customer Data

With our list of All Contacts, finding your contacts and their details is no longer a tedious task and you do not have to fiddle with a spreadsheet to find what you are looking for.

When it comes to customer data - Status, Contacts, Deals, Communications and Tasks - you can manage it all under one screen with its intuitive design.

CRM-Customer-Panel

Link with other Nimblex Solutions

Nimblex allows you to link modules with any other CUSTOM or CORE solution. These modules interlink seamlessly to share data, user rules, reporting, etc.

Includes all the Nimblex Platform features

Your customised Nimblex solution will include all these innovative features which are native to the Nimblex Platform.

Integrations-chart

Integrations

Nimblex offers a number of options for integrating your customer relationship management solution with other software solutions:

  • Accessing a 3rd party API
  • Scheduled import from file
  • Accessing a 3rd party database directly
  • By Reference

Hosting

We offer 3 hosting options:
  1. Public Cloud
  2. Private Cloud (Based out of Azure)
  3. On-Site (Client Hosted)
All data is hosted within Australia, irrespective of which option you select.