360CRM | A Deep Knowledge of your Customer Preferences & Behavior

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

Witness a remarkable 30% increase in sales

Netik 360CRM - Notice a Remarkable Lift in Productivity & ROI



A good Customer Relationship Management system is about treating a multitude of customers as if they were unique. A great Customer Experience requires a deep knowledge of your customer preferences, behavior and short-term expectations. Today’s technology makes it possible to analyze customer behavior on electronic channels, social media and conventional channels such as branches or call-centers. Big data analysis, machine learning and geo-localization of customers on the move are leveraged to anticipate customer preferences and determine the next recommended action.

Netiks leveraged its experience in these technologies and built Netiks 360CRM solutions on top of Microsoft Dynamics 365, a leading CRM platform (As par Gartner and Forrester reports).


With Netiks 360CRM our clients have reported an increase in sales (30%), a decrease in issue resolution time (20%), and much more productive marketing actions. Netiks 360CRM brings a higher customer retention rate and a greater profitability.

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Elevate Customer Relationship Management with Netiks 360CRM

Unlock the Power of a Unified CRM Platform

In today's dynamic business landscape, delivering exceptional customer experiences is non-negotiable. Harness the potential of advanced technology to analyze customer behavior across digital channels, and traditional touchpoints such as branches and call centers. Netiks introduces the Netiks 360CRM, a game-changing solution built on the renowned Microsoft Dynamics 365 platform, as recognized by industry leaders like Gartner and Forrester.

Discover the Benefits

Clients who have embraced Netiks 360CRM have reported remarkable results:

  • Sales Boost: Witness a remarkable 30% increase in sales.
  • Efficiency Gains: Slash issue resolution time by a substantial 20%.
  • Marketing Mastery: Transform your marketing initiatives into powerful drivers of success.
  • Enhanced Customer Loyalty: Achieve higher customer retention rates.
  • Greater Profitability: Drive your bottom line up significantly.


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 development, enhance customer experiences, and drive growth. Our platform offers a 360-degree view of your customers, empowering you to make data-driven decisions and achieve remarkable results. Get started today.

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