CRM Insights: Preferences & Behavior

Netiks 360CRM
is a game-changing solution
built on the renowned Microsoft Dynamics 365

Witness a remarkable 30% increase in sales

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At Netiks, we excel in crafting personalized customer experiences through our advanced Netiks 360CRM solutions, powered by Microsoft Dynamics 365 CRM—a top-rated platform endorsed by Gartner and Forrester. Leveraging AI-powered CRM technology, omnichannel banking software, and sophisticated big data analytics, we anticipate customer preferences across electronic, social, and traditional channels. Our solutions ensure secure digital interactions and drive business performance with AI-driven customer insights. Discover how our CRM implementation services redefine customer relationship management for financial services and beyond.


Netiks 360CRM delivers impressive results: a 30% boost in sales, 20% faster issue resolution, and more effective marketing. Our clients benefit from higher customer retention and increased profitability, powered by advanced CRM solutions, AI-driven insights, and personalized customer experiences.

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Elevate Customer Relationship Management with Netiks 360CRM

Unlock the Power of a Unified CRM Platform

In today's fast-evolving business landscape, delivering exceptional customer experiences is essential. Leverage advanced technology to analyze customer behavior across digital channels, as well as traditional touchpoints like branches and call centers. Discover Netiks 360CRM, a revolutionary solution built on the acclaimed Microsoft Dynamics 365 platform, endorsed by industry leaders such as Gartner and Forrester.

Discover the Benefits

Discover the impact of Netiks 360CRM:

  • Increase sales by 30% with our AI-powered CRM solutions.
  • Cut issue resolution time by 20% using our omnichannel banking software.
  • Transform your marketing efforts into successes with Microsoft Dynamics 365 CRM.
  • Boost customer loyalty and retention rates with advanced digital solutions.
  • Drive profitability and enhance customer experiences through secure, personalized interactions.

Explore how our CRM implementation services and AI-driven customer insights can optimize your business performance today.


Explore Our Products

Netiks 360CRM offers a comprehensive suite of solutions tailored to various industries, including banking, insurance, real estate, government and education. Our offerings include:

  • Know Your Customer (KYC)
  • FATCA and GATCA (CRS) Management
  • Account Opening
  • Retail Customer 360 View
  • Corporate Customer 360 View
  • Corporate Financial Analysis
  • Customer Journey analysis and optimization
  • Sales Process Management
  • Sales Recommendations for cross-selling and up-selling
  • Integrated Marketing Campaigns management
  • Service and Sales Requests automation in Call centers
  • Service Level Agreements (SLA) monitoring
  • Reports, Dashboards and Business Analytics
  • Customer Management (also Broker, Third Party Administrators, Service Providers)
  • 360° View of Customers (Policies, share of wallet, Burning cost, ...)
  • Policy, Claim and Contract Management
  • Sales Process automation
  • Customer Service and SLAs monitoring
  • Inspection and Expertise management
  • Marketing automation
  • Reports and Dashboards
  • Customer 360 View
  • Service Request and Process Management
  • Inspection Management
  • Licensing Management
  • Customer Care Management
  • Customer Portal
  • Payment Engine
  • Process Automation



  • Comprehensive Customer Insights (360° View of Customers)
  • AI-Driven Excellence
  • Automated Efficiency (streamline sales, marketing, and customer care processes)
  • Seamless Integration (connect seamlessly with existing systems)
  • Efficient Product Management
  • Seamless Sales Optimization
  • Enhanced Bid Response Generation Utilizing Generative AI
  • Actionable Analytics Providing Deep Insights
  • Customer Management (also Brokers, Contractors, Owners, Tenants, Service Providers)
  • Property Management
  • Contract Management
  • Budget, Expenses & Proceeds Management
  • Inspection Management
  • Reports and Dashboards



One Platform, Infinite Possibilities

Consolidate customer data from various online sources, phone interactions, and walk-ins onto a unified platform. Key features of Netiks 360CRM include:

  • User-Friendly: A centralized, user-friendly interface.
  • BDC Management: Efficiently manage your Business Development Center (BDC).
  • Task Automation: Create follow-up tasks, emails, SMS, and telephone response templates.
  • Portfolio Management: Manage existing customer portfolios based on financing type, term, or vehicle.
  • Traffic Analysis: Evaluate the performance of advertisements and different traffic sources.

Experience the Future of CRM with Netiks 360CRM

Unlock the full potential of customer relationship management with Netiks 360CRM. Elevate your business using AI-powered CRM and omnichannel banking software. Our platform, including Microsoft Dynamics 365 CRM, enhances customer experiences through sales automation, advanced digital solutions, and secure digital interactions. Gain a 360-degree view of your customers for personalized experiences and data-driven decisions. Explore our CRM implementation services today to drive growth and achieve remarkable results.

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