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

Retain your Customers
through our CRM 360 Leading Technology

Notice a Remarkable Lift in Productivity & ROI

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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  • Know Your Customer (KYC)
  • FATCA and GATCA (CRS) Management
  • Account Opening
  • Customer 360 View
  • Corporate 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 Management (also Brokers, Contractors, Owners, Tenants, Service Providers)
  • Property Management
  • Contract Management
  • Budget, Expenses & Proceeds Management
  • Inspection Management
  • Reports and Dashboards


  • Service Request and Process Management
  • Inspection Management
  • License Management
  • Exams grading management
  • Certificate management
  • Customer Care Management
  • Customer Portal



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