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Is your company ready for the changes on the horizon? Does your current software product or business practice provide you with the ability to adjust your offering on the fly in a changing industry? Are you looking for alternative software options to help you more efficiently run your business?

We pride ourselves on earning the respect of all NexGenCRM customers by providing the best product, the best service and forward looking business flexibility through the use of our amazing technology. If you are curious to why we are the best...Call today to set up a consultation and to find out more about how we can serve your businesses bottom line.

Lead Management
Two different lead distribution methods Track lost opportunities per sales agent
Identify low and high performing sales agents Recycle leads to different sales agents
Vender leads imported/distributed reall-time Import leads using a simple CSV importer
Experience working with multiple lead vendors Train your sales staff better using our reporting
Track results using call dispositions

Sales Tools
New lead notifications for sales agents Access clients with a single click
Create appointments and reminders Create custom email templates
Keep extensive sales contact information Control data requirements on sales
6 Sales calculators or plans available Adjust calculators using your company settings
Control screen access & security with User Roles Stay compliant using digital signatures
Keep contract copies in two locals Create contracts in PDF format
Track lost opportunities per sales agent Attach and send contacts using internal email
Fax contracts using email Send calendar reminder notices
Create extensive sales notes with last activity date and counters Manage your affiliates from a single lead company
Manage affiliates while keeping their data & reporting separate Add Credit Counseling as an alternative product

Back-End

Validation Checklist based on review criteria you provide Banking Payment Validation
Creditor Validation of Contracted amounts to actual statement values Instant contract review status pop-up notification to the Sales
Payment schedule generation from sales calculator settings Automated payment schedule adjustments
Trust Account Processing with Global(GCS) and NoteWorld GCS account creation and payment schedule updates
Cash Flow, Delinquent, Held or NSF Payment reporting ACH transaction processing with ACH Works
Auto Tasks setting & Recurring Appts insure higher service levels Upload file documents with enforced naming standards
Event or Time trigger email template correspondence Comprehensive Creditor Database provided with over 1500 creditors
Comprehensive Negotiator Search to determine eligible settlements Automated SPAA upload feature
Send & accept offer letters to/from primary/3rd party creditor

Reporting
Company Sales / Affiliate Level Reporting Reports are easily customized
Reports export to various formats: Excel,CSV,TIFF,PDF,etc. Reporting Dashboards for quick Overview
Leads, Sales, Call Results Dispositions, Sent/Signed Contracts Easily select a client from a report to view or update their information
Prosolvo extract file generation