Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain relationships with new and existing clients using contact, campaign, and pipeline management tools, plus sales tracking technology, and more
Doxim CRM is a financial services customer relationship management (CRM) software designed to help banks & credit unions establish and maintain...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Free
  • Subscription

Starting from

US$50,00/month

  • Free
  • Subscription

Overall rating

4,5 /5
(2)
Ease of Use
4,5/5
Features & Functionality
0/5
Customer Service
4,5/5
Value for Money
0/5

Overall rating

4,5 /5
(2 744)
Ease of Use
4,4/5
Features & Functionality
4,3/5
Customer Service
4,4/5
Value for Money
4,4/5

Total features 24

  • API
  • Account Alerts
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Automated Scheduling
  • Availability Management
  • CRM
  • Calendar/Reminder System
  • Call Monitoring
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Client Tracking
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Customizable Templates
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Forecasting
  • Household Tracking
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Routing
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

Total features 69

  • API
  • Account Alerts
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Automated Scheduling
  • Availability Management
  • CRM
  • Calendar/Reminder System
  • Call Monitoring
  • Campaign Management
  • Cataloging/Categorization
  • Client Management
  • Client Tracking
  • Contact Database
  • Contact Management
  • Content Management
  • Contract/License Management
  • Customizable Templates
  • Document Management
  • Document Storage
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Forecasting
  • Household Tracking
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Project Management
  • Prospecting Tools
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Records Management
  • Recurring Tasks
  • Referral Tracking
  • Relationship Tracking
  • Routing
  • Sales Pipeline Management
  • Sales Reports
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Social Media Integration
  • Source Tracking
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management
  • 123FormBuilder
  • AWeber
  • Accelo
  • Act!
  • ActiveCampaign
  • ActiveDEMAND
  • AdRoll
  • Aircall
  • AllClients
  • AnyMeeting
  • Apptivo
  • Asana
  • AskNicely
  • Atomic AI
  • Attribution
  • Automate.io
  • Autopilot
  • Azuqua
  • Batchbook
  • Bedrock Data
  • Benchmark Email
  • Bidsketch
  • BigContacts
  • Bitrix24
  • BrightInfo
  • Brightcove
  • Calendly
  • CallRail
  • Campaign Monitor
  • Capsule
  • Ceros
  • Chargebee
  • ChartMogul
  • ClearVoice
  • ClickUp
  • Clio
  • CompanyHub
  • ConnectWise Manage
  • Constant Contact
  • Contactually
  • Copper
  • Creatio CRM
  • Cyfe
  • Dasheroo
  • DataHero
  • Databox
  • Datanyze
  • Debitoor
  • Direct Mail
  • DocSend
  • Drift
  • Drip
  • EZ Texting
  • Ease
  • Efficy CRM
  • Emma
  • Eventbrite
  • FCRM Insurance
  • Facebook
  • Formstack Forms
  • FreshBooks
  • Freshworks CRM
  • Front
  • FullContact
  • GetResponse
  • GetSiteControl
  • Gmail
  • GoToWebinar
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Groove
  • Grow
  • HelloSign
  • Help Scout
  • Highrise
  • Hotjar
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • Infer
  • Insightly
  • Instapage
  • Intercom
  • Invoca
  • Join.Me
  • JotForm
  • Justuno
  • Keap
  • Kissmetrics
  • Kixie PowerCall
  • Klipfolio
  • Kustomer
  • LeadDyno
  • LeadGnome
  • LeadMaster
  • LeadsBridge
  • Less Annoying CRM
  • LinkedIn for Business
  • LiveChat
  • LiveHelpNow
  • Livespace
  • Lucky Orange
  • MailUp
  • Mailchimp
  • MailerLite
  • Marketo Engage
  • Membrain
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • MoData Suite
  • Mojo Help Desk
  • Myphoner
  • Nimble
  • Nutshell
  • Olark
  • OnePageCRM
  • Outreach
  • PandaDoc
  • Paperless Proposal
  • Pardot
  • Paycove
  • PersistIQ
  • PhoneWagon
  • PieSync
  • Pipedrive
  • PipelineDeals
  • Pipeliner CRM
  • Podio
  • PowToon
  • Practice Ignition
  • Privy
  • Propeller CRM
  • Proposify
  • Pure Chat
  • QuickBooks Online Advanced
  • Qwilr
  • RESULTS.com
  • Recurly
  • Referral Rock
  • Robly
  • Sage Business Cloud
  • SalesSeek
  • Salesflare
  • Salesforce Service Cloud
  • SalesforceIQ
  • Salesmate
  • ScheduleOnce
  • Semrush
  • SendGrid
  • Sendinblue
  • ServiceM8
  • Shopify
  • Skyvia
  • Slack
  • Slemma
  • Smartling
  • SnapEngage
  • Stitch Labs
  • Stripe
  • SugarCRM
  • SurveyMonkey
  • TIBCO Scribe Online
  • Taboola
  • Teamgate
  • Teamleader
  • Teamwork
  • Teamwork Desk
  • Toky
  • TractionNext
  • Trello
  • Twilio Voice
  • Typeform
  • Uberflip
  • Unbounce
  • Vidyard
  • Viewbix
  • Vtiger CRM
  • Wave Accounting
  • Weclapp
  • Wishpond
  • Wistia
  • WooCommerce
  • Woopra
  • WordPress
  • Workbooks
  • WorkflowMax
  • Workplace by Facebook
  • Wufoo
  • Xero
  • Zapier
  • Zendesk
  • Zendesk Sell
  • Zoho Analytics
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • Zoom Meetings & Chat
  • Zoomph
  • amoCRM
  • dotdigital Engagement Cloud
  • dotloop
  • inboundli
  • noCRM.io
  • 123FormBuilder
  • AWeber
  • Accelo
  • Act!
  • ActiveCampaign
  • ActiveDEMAND
  • AdRoll
  • Aircall
  • AllClients
  • AnyMeeting
  • Apptivo
  • Asana
  • AskNicely
  • Atomic AI
  • Attribution
  • Automate.io
  • Autopilot
  • Azuqua
  • Batchbook
  • Bedrock Data
  • Benchmark Email
  • Bidsketch
  • BigContacts
  • Bitrix24
  • BrightInfo
  • Brightcove
  • Calendly
  • CallRail
  • Campaign Monitor
  • Capsule
  • Ceros
  • Chargebee
  • ChartMogul
  • ClearVoice
  • ClickUp
  • Clio
  • CompanyHub
  • ConnectWise Manage
  • Constant Contact
  • Contactually
  • Copper
  • Creatio CRM
  • Cyfe
  • Dasheroo
  • DataHero
  • Databox
  • Datanyze
  • Debitoor
  • Direct Mail
  • DocSend
  • Drift
  • Drip
  • EZ Texting
  • Ease
  • Efficy CRM
  • Emma
  • Eventbrite
  • FCRM Insurance
  • Facebook
  • Formstack Forms
  • FreshBooks
  • Freshworks CRM
  • Front
  • FullContact
  • GetResponse
  • GetSiteControl
  • Gmail
  • GoToWebinar
  • Google Calendar
  • Google Contacts
  • Google Forms
  • Google Workspace
  • Gravity Forms
  • Groove
  • Grow
  • HelloSign
  • Help Scout
  • Highrise
  • Hotjar
  • HubSpot Marketing Hub
  • HubSpot Sales Hub
  • Infer
  • Insightly
  • Instapage
  • Intercom
  • Invoca
  • Join.Me
  • JotForm
  • Justuno
  • Keap
  • Kissmetrics
  • Kixie PowerCall
  • Klipfolio
  • Kustomer
  • LeadDyno
  • LeadGnome
  • LeadMaster
  • LeadsBridge
  • Less Annoying CRM
  • LinkedIn for Business
  • LiveChat
  • LiveHelpNow
  • Livespace
  • Lucky Orange
  • MailUp
  • Mailchimp
  • MailerLite
  • Marketo Engage
  • Membrain
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • MoData Suite
  • Mojo Help Desk
  • Myphoner
  • Nimble
  • Nutshell
  • Olark
  • OnePageCRM
  • Outreach
  • PandaDoc
  • Paperless Proposal
  • Pardot
  • Paycove
  • PersistIQ
  • PhoneWagon
  • PieSync
  • Pipedrive
  • PipelineDeals
  • Pipeliner CRM
  • Podio
  • PowToon
  • Practice Ignition
  • Privy
  • Propeller CRM
  • Proposify
  • Pure Chat
  • QuickBooks Online Advanced
  • Qwilr
  • RESULTS.com
  • Recurly
  • Referral Rock
  • Robly
  • Sage Business Cloud
  • SalesSeek
  • Salesflare
  • Salesforce Service Cloud
  • SalesforceIQ
  • Salesmate
  • ScheduleOnce
  • Semrush
  • SendGrid
  • Sendinblue
  • ServiceM8
  • Shopify
  • Skyvia
  • Slack
  • Slemma
  • Smartling
  • SnapEngage
  • Stitch Labs
  • Stripe
  • SugarCRM
  • SurveyMonkey
  • TIBCO Scribe Online
  • Taboola
  • Teamgate
  • Teamleader
  • Teamwork
  • Teamwork Desk
  • Toky
  • TractionNext
  • Trello
  • Twilio Voice
  • Typeform
  • Uberflip
  • Unbounce
  • Vidyard
  • Viewbix
  • Vtiger CRM
  • Wave Accounting
  • Weclapp
  • Wishpond
  • Wistia
  • WooCommerce
  • Woopra
  • WordPress
  • Workbooks
  • WorkflowMax
  • Workplace by Facebook
  • Wufoo
  • Xero
  • Zapier
  • Zendesk
  • Zendesk Sell
  • Zoho Analytics
  • Zoho Books
  • Zoho CRM
  • Zoho Invoice
  • Zoom Meetings & Chat
  • Zoomph
  • amoCRM
  • dotdigital Engagement Cloud
  • dotloop
  • inboundli
  • noCRM.io