Sell More, Faster with NextMove CRM
Dashboards & Reports

See all your important data in real time at a glance. Our dashboards and reports give you a visual representation of your key performance indicators.

Multiple dashboards can be created with KPIs relevant to roles from Sales Manager to CEO
Generate custom reports and dashboards or use the pre-built ones to analyze trends, measure success, and track your KPIs
Eliminate the manual creation of spreadsheets. Our snapshots will save historical data for future analysis and planning
Easily update information through our custom Excel and Word Add-Ins
Email Marketing

The Email Marketing function allows teams to create email campaigns and newsletters, or maintain general email communication with their prospects.

The email scheduler allows you to arrange future delivery of multiple campaigns, assisting in the task of lead nurturing
Identify your customers' open, click-through, bounce, and unsubscribe rates
Built-in Outlook integration attaches all emails directly to prospect records
Manage all your email campaigns from one place, eliminating the need for external platforms
Workflow Engine

Our completely customizable workflow engine is built around sales and marketing best practices.

Custom processes for every facet of yor business can be created so you're not locked in to one way of doing things
Red, yellow and green action items indicate whether follow up is overdue, due, or in the future
Follow up tasks are mandatory so your prospects won’t fall through the cracks
Know what step every prospect is in and easily identify whether or not they’re ready to make the next move
Information Security and Availability

NextMove CRM™ is hyper-focused on the security of your and your prospects information.

At-Rest Encryption
Inbound IP Lockdown
Robust Disaster Recovery Mechanisms
Account Segregation
Encrypted Offline Backups
Dedicated Resource Options
Mobile

Access your data from anywhere. View your appointments and prospects or add new ones right from your phone or tablet.

Voice record notes with your smartphone during a meeting or call before key interactions are forgotten
Call, email or text your prospect from anywhere
Have your calendar at your fingertips to schedule follow up actions without having to go back to the office
Make notes or upload documents while still in meetings
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Fully Customizable

Everything from Dashboards & Reports to Lead, Contact, and Opportunity layouts are configurable to give optimal ROI for your organization.

As language in your market changes, so can NextMove CRM
Change one word or all, you tailor the language to fit your culture
Create custom processes for different industries
Everything from Dashboards & Reports to Lead, Contact, and Prospect layouts are fully customized to give optimal ROI for your organization
dashboards and reports
email marketing
workflow engine
information security and availability
mobile
fully customizable
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