Marquis CRM

For over 20 years, Marquis CRM has been a reliable tool for driving marketing, sales, and compliance solutions designed for financial institutions. Marquis’ sales CRM software are user-friendly, easily implementable, and powerful enough to manage any challenge. Marquis CRM software helps strengthen internal sales, communication, and productivity.

Marquis CRM Pricing

Contact Marquis for pricing information.

Customer Focus

Marquis CRM is designed exclusively for financial institutions, such as banks and credit unions, of all sizes.

Marquis CRM Key Features

  • Referral Tracking
  • Building Loyalty
  • 360° Client View
  • Client Profiles & Surveys
  • Sales Pipeline Management
  • Contact Management
  • Goal and Incentive Management
  • Managed Scorecard
  • Integration of Core & CRM

Leave Your Own Review

* = Required field

Click stars below to rate.
Ease of Use
Features & Functionality
Customer Support
Overall Satisfaction