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#804529 - 08/29/07 01:05 AM CRM System
AMXSteve Offline
Joined: Jun 2001
Posts: 75
Wilmington, OH, USA
Can anyone out there suggest a good Customer Relationship Management software for medium sized banks? I'm looking for something that is user friendly and reasonably priced. I'm open to any suggestions.

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eBanking / Technology
#804536 - 08/29/07 01:24 AM Re: CRM System AMXSteve
Adrian Barker Offline
New Poster
Joined: Jul 2007
Posts: 9

Not sure about which CRM tool would be most effective but we are developing a tool that can provide the bank sales and rentention leads within 24 hours of a customer event with conversion response rates of 18% and higher. This tool will be avaialbe as a web based solution, requiring only a computer and internet access. Let me know if you would like more information.
Adrian Barker

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#805191 - 08/29/07 07:36 PM Re: CRM System Adrian Barker
Milby Offline
Platinum Poster
Joined: Apr 2007
Posts: 953
Try a Marquis product called ReferralTrax. I believe it is still under development. If it is, Beta banks almost always get some sort of discount on the finished product.

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