CRMNEXT's automated lead management process captures all leads from multiple channels into one central platform, where it enriches lead data using other systems, and then automatically assigns each lead to the correct banker based on a pre-determined set of criteria. Unlike most CRMs that only offer one generic lead process, CRMNEXT allows each product type to have its own custom lead process with unique stages. The platform tracks leads throughout the journey and updates bankers on status. CRMNEXT helps banks and credit unions convert more leads, faster.