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
  • Knowledge Base
  • Phone Support
  • Chat
PipelineDeals is a CRM you will actually use. Boost your business's sales pipeline and deal growth by up to 300% in the first 12 months using PipelineDeals CRM.
PipelineDeals is a CRM you will actually use. Boost your business's sales pipeline and deal growth by up to 300% in the first 12 months using...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • Knowledge Base
  • Phone Support
  • Chat

Starting from

  • Subscription

Starting from

US$25,00/month

  • 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

4,4 /5
(606)
Ease of Use
4,3/5
Features & Functionality
4/5
Customer Service
4,5/5
Value for Money
4,4/5

Total features 24

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Cataloging/Categorization
  • Categorisation/Grouping
  • Charting
  • Chat/Messaging
  • Commenting / Notes
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Database Support
  • Document Storage
  • Duplicate Detection
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Event Tracking
  • Field Sales Management
  • Forecasting
  • Gamification
  • Goal Management
  • Goal Setting / Tracking
  • Household Tracking
  • Inbox Management
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Mail Merge
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Opportunity Management
  • Password Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Project Management
  • Prospecting Tools
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Messaging
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • To-Do List
  • Workflow Management

Total features 90

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Segmentation
  • Cataloging/Categorization
  • Categorisation/Grouping
  • Charting
  • Chat/Messaging
  • Commenting / Notes
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Customer Database
  • Customizable Branding
  • Customizable Fields
  • Customizable Templates
  • Data Import/Export
  • Database Support
  • Document Storage
  • Duplicate Detection
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Engagement Analytics
  • Event Tracking
  • Field Sales Management
  • Forecasting
  • Gamification
  • Goal Management
  • Goal Setting / Tracking
  • Household Tracking
  • Inbox Management
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Mail Merge
  • Marketing Automation
  • Microsoft Outlook Integration
  • Mobile Access
  • Opportunity Management
  • Password Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Project Management
  • Prospecting Tools
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Analytics
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Role-Based Permissions
  • SMS Messaging
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Status Tracking
  • Task Management
  • Task Planning
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • To-Do List
  • Workflow Management
  • 123FormBuilder
  • Bedrock Data
  • Bitium
  • Callmaker
  • FCRM Insurance
  • Geckoboard
  • Gmail
  • Google Calendar
  • Google Docs
  • Google Drive
  • Google Workspace
  • Help Scout
  • INinbox
  • LinkedIn for Business
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PieSync
  • Quickbooks Online
  • RightSignature
  • Userlike
  • WebMerge
  • Yesware
  • Zapier
  • 123FormBuilder
  • Bedrock Data
  • Bitium
  • Callmaker
  • FCRM Insurance
  • Geckoboard
  • Gmail
  • Google Calendar
  • Google Docs
  • Google Drive
  • Google Workspace
  • Help Scout
  • INinbox
  • LinkedIn for Business
  • Mailchimp
  • Microsoft Excel
  • Microsoft Outlook
  • PieSync
  • Quickbooks Online
  • RightSignature
  • Userlike
  • WebMerge
  • Yesware
  • Zapier