Doxim CRM+

(2)
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Salesforce Sales Cloud

(15724)
Learn More
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
View more details
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more deals and understand the health of their business on a platform that grows with them.
Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. Sales Cloud helps sales teams win more...

Platforms Supported

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

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat
View more details
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Starting from

  • Subscription

Starting from

  • 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
Read all reviews

Overall rating

4,4 /5
(15 724)
Ease of Use
3,9/5
Features & Functionality
4,4/5
Customer Service
4,1/5
Value for Money
4/5
Read all reviews

Total features 24

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Management
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Batch Processing
  • Bills of Material
  • Budgeting/Forecasting
  • Business Process Control
  • Buyer Management
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Planning
  • Case Management
  • Cataloging/Categorization
  • Channel Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting / Notes
  • Commission Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer History
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Estimating
  • Event Tracking
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Historical Reporting
  • Household Tracking
  • Inbox Management
  • Incentive Management
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Modeling & Simulation
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Partner Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Preview Functionality
  • Product Catalog
  • Production Scheduling
  • Project Management
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Rewards Management
  • Routing
  • Safety Management
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Task Management
  • Task Progress Tracking
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Training Management
  • Version Control
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • XML / RSS

Total features 161

  • API
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Appointment Management
  • Appointment Scheduling
  • Approval Process Control
  • Asset Management
  • Assignment Management
  • Audience Targeting
  • Auto-Dialer
  • Batch Processing
  • Bills of Material
  • Budgeting/Forecasting
  • Business Process Control
  • Buyer Management
  • Calendar/Reminder System
  • Call Center Management
  • Call List Management
  • Call Management
  • Call Recording
  • Campaign Management
  • Campaign Planning
  • Case Management
  • Cataloging/Categorization
  • Channel Management
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting / Notes
  • Commission Management
  • Competitive Analysis
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Rate Optimization
  • Conversion Tracking
  • Correlation Analysis
  • Customer Database
  • Customer History
  • Customer Service Analytics
  • Customer Support
  • Customer Surveys
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Dynamic Modeling
  • ERP
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Estimating
  • Event Tracking
  • Exception Reporting
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Sales Teams/Organizations
  • Forecasting
  • Goal Management
  • Graphical Data Presentation
  • Historical Reporting
  • Household Tracking
  • Inbox Management
  • Incentive Management
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Knowledge Management
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • List Management
  • Live Chat
  • MES
  • Maintenance Management
  • Marketing Automation
  • Material Requirements Planning
  • Medical History Records
  • Meeting Management
  • Microsoft Outlook Integration
  • Mobile Access
  • Modeling & Simulation
  • Multi-Campaign
  • Multi-Channel Marketing
  • Multi-Currency
  • Opportunity Management
  • Order Management
  • Partner Management
  • Patient Communications
  • Patient Management
  • Performance Management
  • Performance Metrics
  • Physician Management
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Presentation Tools
  • Preview Functionality
  • Product Catalog
  • Production Scheduling
  • Project Management
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Purchase Order Management
  • Quality Management
  • Quotes/Estimates
  • Real Time Notifications
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Assignment
  • Request Escalation
  • Rewards Management
  • Routing
  • Safety Management
  • Sales Approval
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Shared Contacts
  • Shipping Management
  • Social Media Integration
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Task Management
  • Task Progress Tracking
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Training Management
  • Version Control
  • Warranty Tracking
  • Web-based Deployment
  • Workflow Management
  • XML / RSS
  • 8x8 Virtual Office
  • BirdEye
  • Box
  • Bullhorn Jobscience
  • ClearSlide
  • Desk.com
  • Dropbox Business
  • Eventbrite
  • Evernote Business
  • Expensify
  • FCRM Insurance
  • FinancialForce Accounting
  • Five9
  • GetFeedback
  • Gmail
  • GoToMeeting
  • Hoop.la
  • Mailchimp
  • QlikView
  • Quickbooks Online
  • SAP Litmos
  • Smartsheet
  • SurveyMonkey
  • Veeva CRM
  • Webinato
  • Yesware
  • Zapier
  • 8x8 Virtual Office
  • BirdEye
  • Box
  • Bullhorn Jobscience
  • ClearSlide
  • Desk.com
  • Dropbox Business
  • Eventbrite
  • Evernote Business
  • Expensify
  • FCRM Insurance
  • FinancialForce Accounting
  • Five9
  • GetFeedback
  • Gmail
  • GoToMeeting
  • Hoop.la
  • Mailchimp
  • QlikView
  • Quickbooks Online
  • SAP Litmos
  • Smartsheet
  • SurveyMonkey
  • Veeva CRM
  • Webinato
  • Yesware
  • Zapier

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