NexJ CRM

NexJ CRM

NexJ Systems Inc.
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About

BimaGrow is a complete business growth platform designed for insurance advisors. From managing client data, policies, and renewals to tracking commissions and generating business insights, BimaGrow makes everything simple and organized. With powerful features like Lead Management, Policy Management, Renewal Reminders, Commission Tracking, Ledger, Business Reports, and AI-powered tools, advisors can focus more on sales and service rather than paperwork. BimaGrow also offers a lifetime free advisor website, unlimited editing, marketing posters, and vehicle/policy search to make your work smarter. You can even manage family groups, upsell or cross-sell policies, and unlock additional income opportunities through tie-ups. Whether you’re an independent advisor or running an agency, BimaGrow helps you save time, increase efficiency, and grow your insurance business with confidence.

About

Each of our 6 industry-specific products are tailored to your specific vertical to help you meet your business objectives. CRM for Wealth Management - helps advisors grow assets under management by forging deep client relationships. CRM for Private Banking - helps Relationship Managers grow assets under management by solidifying client relationships. CRM for Commercial Banking - helps bankers drive upsell and cross-sell opportunities by delivering personalized service. CRM for Corporate Banking - helps business bankers drive upsell and cross-sell opportunities by connecting insights and sales teams across regions. CRM for Sales, Trading & Research - helps users maximize profit and optimize capital usage CRM for Insurance helps agents drive renewals and cross-sell opportunities. Our products can meet all of your CRM needs in a single package – this includes Sales, Service and Marketing capabilities which are tuned to your specific industry.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance Agents, Insurance Brokers, Independent Insurance Agents, Insurance Agency owners, Insurance Marketing firms

Audience

Financial Services/Firms, Banks, Financial Advisors, Wealth Management Firms

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

₹2,999/year
Free Version
Free Trial

Pricing

Please contact or book a demo with NexJ Systems for pricing information.
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • BimaGrow best feature is AI, my work time reduce on entry and increase more productivity.

Cons

  • Improvement can be done in mobile app. Auto SMS feature can be added

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BimaGrow
Founded: 2024
India
www.bimagrow.com

Company Information

NexJ Systems Inc.
Founded: 2003
Toronto, Ontario
www.nexj.com

Alternatives

Smart Agent

Smart Agent

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Alternatives

Behavia

Behavia

Scorto
InsuraCRM

InsuraCRM

Damco Solutions
NexJ CRM

NexJ CRM

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NetSuite CRM

NetSuite CRM

NetSuite

Categories

Categories

AML Features

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Customer Advocacy Features

Advocate Management
Campaign Management
Communication Management
Community Management
Gamification
Referral Tracking
Reporting/Analytics
Rewards Program
Social Engagement

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Loyalty Features

Corporate Memberships
CRM
Customer Activity Tracking
Discount Management
Gift Card System
Loyalty Card System
Member Portal
Membership Management
No-Card Loyalty System
Referral Tracking
Rewards Management

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Event Management Features

Attendee Management
Badge Management
Conferences / Conventions
Exhibit / Vendor Management
Gamification
Room Block Management
Social Media Promotion
Sponsorship Management
Surveys & Feedback
Ticketing
Volunteer Management
Weddings / Parties

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

No info available.

Integrations

No info available.
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