Doxim CRM+

Who Uses Doxim CRM+?

Doxim CRM is targeted at North American Banks, Community Banks and Credit Unions with total assets ranging from $100 million to $50 billion.

What Is Doxim CRM+?

Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management.

Doxim CRM+ Details

Doxim

http://www.doxim.com

Founded 2000

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Starting price

N/A
US$12.50/month
US$14.00/month
US$10.00/month

Free Version

Free Version No
Free Version No
Free Version Yes
Free Version Yes

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

Doxim CRM+ deployment and support

Support

  • Email/Help Desk
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based

Training Software

  • In Person
  • Live Online
  • Webinars

Doxim CRM+ Features

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management Software
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Qualification
  • Marketing Automation Software
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management Software
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of CRM Software

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Campaign Management Software
  • Client Management
  • Collaboration Tools
  • Configurable Workflow
  • Contact Database
  • Contact Management Software
  • Customer Database
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Expense Tracking
  • Forecasting
  • Household Tracking
  • Influence Tracking
  • Interaction Tracking
  • Lead Capture Software
  • Lead Management Software
  • Marketing Automation Software
  • Mobile Access
  • Pipeline Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Sales Reports
  • Search/Filter
  • Task Management Software
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management Software

View full list of Financial CRM Software

Doxim CRM+ Alternatives

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Doxim CRM+ Reviews

Read all reviews

Overall rating

4.5/5

Average score

Ease of Use 4.5
Customer Service Software 4.5
Features
Value for Money

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Jason H.
Manager of Retail Technology
  • Overall Rating
    5 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    Unrated
  • Customer Support Software
    5 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2016-04-21

"Fantastic CRM Solution"

Comments: Doxim's ACE solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it's price point and the support for their product is absolutely first rate. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions. That being said, the Doxim team is very open to working with you to customize the solution in whatever way your company wants and needs and when paired with their Cognito data warehouse solution provides very timely and powerful reporting. Within just 3 months of our initial roll-out 8 years ago our staff were constantly telling us they could not imagine how they did their job without ACE and that sentiment holds true today. Our only complaint about the system, and it's extremely minor, is that it's not a web based solution. Having said that, of course, that is where the next version of the CRM is headed and we are looking forward to testing and deploying that solution quite a bit. I could not recommend any product more highly.

  • Reviewer Source 
  • Reviewed on 2016-04-21
Matt H.
Project Specialist
  • Overall Rating
    4 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    Unrated
  • Customer Support Software
    4 /5
  • Value for Money
    Unrated
  • Likelihood to Recommend
    Unrated
  • Reviewer Source 
  • Reviewed on 2016-04-22

"Excellent Product"

Comments: Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly. The user interface is straight forward and easy to use, new staff can generally grasp the flow of the program quickly. Customer support is always an email or call away and is usually prompt. Doxim is always looking to improve their already great product and gather input from many users to help improve any aspects of the software.

  • Reviewer Source 
  • Reviewed on 2016-04-22