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
  • Chat
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer information and daily work in one place so you have more time to focus on growing your business and delivering great service.
Step up to all-in-one sales & marketing software designed for entrepreneurs, startups and larger teams. Our platform organizes your customer...

Platforms Supported

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

Support Options

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

Starting from

  • Subscription

Starting from

US$79,00/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

4,1 /5
(1 082)
Ease of Use
3,5/5
Features & Functionality
4,1/5
Customer Service
4,1/5
Value for Money
3,8/5

Total features 24

  • A/B Testing
  • ACH Payment Processing
  • API
  • Account Alerts
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Auto-Responders
  • Batch Processing
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Click Tracking
  • Collections Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Demographic Data
  • Discount Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Form Builder
  • Household Tracking
  • Image Library
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Projections
  • Promotions Management
  • Prospecting Tools
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reference Usage Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Responsive
  • Routing
  • Sales Automation
  • Sales Forecasting
  • Sales Management
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shopping Cart
  • Social Marketing
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Transaction History
  • Visitor Management
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Widgets
  • Workflow Management
  • XML / RSS

Total features 136

  • A/B Testing
  • ACH Payment Processing
  • API
  • Account Alerts
  • Activity Tracking
  • Administrative Reporting
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Appointment Management
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Auto-Responders
  • Batch Processing
  • Billing & Invoicing
  • CAN SPAM Compliance
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Cataloging/Categorization
  • Click Tracking
  • Collections Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer History
  • Customer Journey Mapping
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Customizable Templates
  • Customization
  • Data Import/Export
  • Data Storage Management
  • Data Synchronization
  • Demographic Data
  • Discount Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Duplicate Detection
  • Dynamic Content
  • Electronic Payments
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Event Triggered Actions
  • FAQ
  • Form Builder
  • Household Tracking
  • Image Library
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Invoice Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Notifications
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • Marketing Automation
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Marketing
  • Order Management
  • Order Processing
  • Order Tracking
  • Performance Management
  • Performance Metrics
  • Personalization
  • Pipeline Management
  • Pipeline Reports
  • Prioritization
  • Projections
  • Promotions Management
  • Prospecting Tools
  • QuickBooks Integration
  • Quotes/Estimates
  • Real Time Reporting
  • Recurring/Subscription Billing
  • Reference Usage Tracking
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Responsive
  • Routing
  • Sales Automation
  • Sales Forecasting
  • Sales Management
  • Sales Orders
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shopping Cart
  • Social Marketing
  • Source Tracking
  • Spam Blocker
  • Subscriber Management
  • Tagging
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Transaction History
  • Visitor Management
  • Visitor Tracking
  • Visual Analytics
  • WYSIWYG Editor
  • Web Forms
  • Web-based Deployment
  • Website Visitor Tracking
  • Widgets
  • Workflow Management
  • XML / RSS
  • 3dcart
  • 40Nuggets
  • Arborgold
  • Automate.io
  • Bedrock Data
  • Bigcommerce
  • BirdEye
  • Booker
  • Call Loop
  • ClicData
  • Cyfe
  • Dropbox Business
  • Eventbrite
  • FCRM Insurance
  • Facebook
  • FuseDesk
  • Gmail
  • GoToWebinar
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Help Scout
  • Higher Logic
  • Interact
  • Justuno
  • LeadDyno
  • LeadsBridge
  • LinkTrust
  • LiveChat
  • MOBIT
  • Magento Commerce
  • Mailchimp
  • Microsoft Outlook
  • Mobiniti
  • OptinMonster
  • Picreel
  • PieSync
  • Pipedrive
  • Privy
  • QuickBooks Online Advanced
  • QuickTapSurvey
  • Quickbooks Online
  • RESULTS.com
  • Salesforce Sales Cloud
  • ScheduleOnce
  • SetMore
  • Shopify
  • Slack
  • Slemma
  • Speak2Leads
  • Sync2CRM
  • TenFold
  • Trello
  • Twilio Voice
  • Typeform
  • WebMerge
  • Webgility
  • Wisepops
  • WooCommerce
  • Workato
  • Wufoo
  • Xero
  • Zapier
  • Zen Cart
  • Zendesk
  • Zoom Meetings & Chat
  • 3dcart
  • 40Nuggets
  • Arborgold
  • Automate.io
  • Bedrock Data
  • Bigcommerce
  • BirdEye
  • Booker
  • Call Loop
  • ClicData
  • Cyfe
  • Dropbox Business
  • Eventbrite
  • FCRM Insurance
  • Facebook
  • FuseDesk
  • Gmail
  • GoToWebinar
  • Google Calendar
  • Google Contacts
  • Google Drive
  • Help Scout
  • Higher Logic
  • Interact
  • Justuno
  • LeadDyno
  • LeadsBridge
  • LinkTrust
  • LiveChat
  • MOBIT
  • Magento Commerce
  • Mailchimp
  • Microsoft Outlook
  • Mobiniti
  • OptinMonster
  • Picreel
  • PieSync
  • Pipedrive
  • Privy
  • QuickBooks Online Advanced
  • QuickTapSurvey
  • Quickbooks Online
  • RESULTS.com
  • Salesforce Sales Cloud
  • ScheduleOnce
  • SetMore
  • Shopify
  • Slack
  • Slemma
  • Speak2Leads
  • Sync2CRM
  • TenFold
  • Trello
  • Twilio Voice
  • Typeform
  • WebMerge
  • Webgility
  • Wisepops
  • WooCommerce
  • Workato
  • Wufoo
  • Xero
  • Zapier
  • Zen Cart
  • Zendesk
  • Zoom Meetings & Chat