Baker Hill NextGen CRM
Baker Hill NextGen CRM: A cloud banking CRM for mid-market sales teams needing pipeline and core-data visibility. Ranked #26 of 38 in Banking CRM Software by our editors (5.2/10); pricing: Pricing on request; best for mid-market banks focused on sales pipelines.
At a glance
- Editor score5.2 / 10
- PricingPricing on request
- Best forMid-market banks focused on sales pipelines
- RM workspaceYes
- Founded1984 · Carmel, Indiana, United States
- Facts checked28 Sep 2026
Where it wins
- Integrates core banking data into relationship-management workflows
- Prioritizes opportunities by probability, stage and close date
- Tracks relationship groups, plans, referrals and correspondence
Where it doesn't
- Pricing requires contacting Baker Hill Solutions
- Web deployment may not suit teams needing other platforms
- Dedicated onboarding, regulatory and case features are not verified
Our verdict on Baker Hill NextGen CRM
Baker Hill NextGen CRM is a cloud, web-based relationship-management system for banks and credit unions. It brings prospects, contacts, call activity, products, collateral, relationship groups, referrals and sales opportunities into one workspace. Mid-market and enterprise banking teams can use it to manage sales pipelines, client information and relationship-manager activities, with dashboards and client value and risk views supporting account planning.
The published pricing model is contact sales rather than a listed self-service plan structure. Its core ecosystem fit is banking-specific: the CRM integrates with core banking systems and combines that data with customer dashboards, client and prospect records, touch-history tracking and relationship plans. Sales teams can prioritize opportunities by probability, stage and close date, while referral and correspondence-group management supports coordinated follow-up. Deployment is cloud-based through the web, and support channels include community, ticket, documentation, email and phone.
Its strongest focus is sales and relationship visibility for institutions that want pipeline management connected to core-system information. SOC 2 is listed as its compliance posture. Banks that need dedicated onboarding workflows, regulatory functionality or case-management capabilities may need to evaluate alternatives. Baker Hill Solutions announced that the NextGen name will be retired in 2026 as the platform transitions under its UN/FY brand, while the NextGen CRM page remains available. Choose it for a banking sales operation centered on opportunity prioritization and relationship planning; look elsewhere if those broader operational features are essential.
Baker Hill NextGen CRM pricing
Baker Hill NextGen CRM fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| RM workspace | Yes |
| Customer onboarding | Not verified |
| Portfolio views | Not verified |
| Regulatory workflows | Not verified |
| Service case management | Not verified |
| Deployment | Cloud |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2 |
| Support | Community, Tickets, Docs, Email, Phone |
| Built for | Mid-market, Enterprise (editorial estimate) |
| Integrations | 1 integrations: Core banking systems |
| Pricing | Pricing on request (source) |
| Website | bakerhill.com |
| Facts checked | 28 Sep 2026 |
Baker Hill NextGen CRM integrations
Baker Hill NextGen CRM lists 1 integrations on its own site.
- Core banking systems
Alternatives to Baker Hill NextGen CRM
- Salesforce Financial Services CloudEnterprise financial-services CRM with deep workflows, compliance controls, portals, and AI.9.0
- Fiserv EnteractA banking-focused CRM that brings relationship management, onboarding and service workflows together.8.2
- Zoho BFSI CRMA configurable financial-services CRM with onboarding, portfolio, and regulatory workflows.7.7
See all Baker Hill NextGen CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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