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
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.
Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and...

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

  • Subscription

Starting from

US$115,00/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

4,3 /5
(4 126)
Ease of Use
4/5
Features & Functionality
4,3/5
Customer Service
4,2/5
Value for Money
4,1/5

Total features 24

  • Account Alerts
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Availability Indicator
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Planning
  • Campaign Scheduling
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Management
  • Content Management
  • Contractor Management
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Visualization
  • Dispatch Management
  • Document Management
  • Document Storage
  • Email Marketing
  • Employee Management
  • Employee Onboarding
  • Expense Claims
  • Expense Tracking
  • Feedback Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • Forecasting
  • General Ledger
  • Graphical Workflow Editor
  • HR Management
  • Household Tracking
  • Income & Balance Sheet
  • Influence Tracking
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Issue Management
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Live Chat
  • Maintenance Scheduling
  • Marketing Automation
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Partner Management
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Post Scheduling
  • Prioritization
  • Profit/Loss Statement
  • Project Accounting
  • Project Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Recruitment Management
  • Referral Tracking
  • Relationship Tracking
  • Reporting/Analytics
  • Requisition Management
  • Resource Allocation & Planning
  • Resource Management
  • SMS Messaging
  • Sales Automation
  • Sales Management
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Sentiment Analysis
  • Social Recruiting
  • Subcontractor Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Trend Analysis
  • Video Conferencing
  • Visual Analytics
  • Warehouse Management
  • Work Order Management
  • Workflow Management
  • eCommerce Management

Total features 100

  • Account Alerts
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Appointment Scheduling
  • Asset Management
  • Assignment Management
  • Availability Indicator
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Planning
  • Campaign Scheduling
  • Cash Management
  • Chat/Messaging
  • Collaboration Tools
  • Compliance Management
  • Consolidation/Roll-Up
  • Contact Management
  • Content Management
  • Contractor Management
  • Conversion Tracking
  • Customer Activity Tracking
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable Templates
  • Dashboard Creation
  • Data Capture and Transfer
  • Data Visualization
  • Dispatch Management
  • Document Management
  • Document Storage
  • Email Marketing
  • Employee Management
  • Employee Onboarding
  • Expense Claims
  • Expense Tracking
  • Feedback Management
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • Forecasting
  • General Ledger
  • Graphical Workflow Editor
  • HR Management
  • Household Tracking
  • Income & Balance Sheet
  • Influence Tracking
  • Integrated Business Operations
  • Interaction Tracking
  • Internal Chat Integration
  • Inventory Management
  • Issue Management
  • Lead Capture
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Live Chat
  • Maintenance Scheduling
  • Marketing Automation
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Department/Project
  • Multi-Language
  • Partner Management
  • Payroll Management
  • Performance Appraisal
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Point of Sale (POS)
  • Post Scheduling
  • Prioritization
  • Profit/Loss Statement
  • Project Accounting
  • Project Management
  • Prospecting Tools
  • Purchase Order Management
  • Quotes/Estimates
  • Recruitment Management
  • Referral Tracking
  • Relationship Tracking
  • Reporting/Analytics
  • Requisition Management
  • Resource Allocation & Planning
  • Resource Management
  • SMS Messaging
  • Sales Automation
  • Sales Management
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Sentiment Analysis
  • Social Recruiting
  • Subcontractor Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Training Management
  • Trend Analysis
  • Video Conferencing
  • Visual Analytics
  • Warehouse Management
  • Work Order Management
  • Workflow Management
  • eCommerce Management
  • ADP Workforce Now
  • Adobe Sign
  • Ameyo
  • Apttus Contract Management
  • AskNicely
  • Campaign Monitor
  • DocuSign
  • FCRM Insurance
  • Five9
  • Gainsight CS
  • InsideView
  • Lattice Engines
  • LinkedIn for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Project
  • Microsoft SharePoint
  • PROS Smart CPQ
  • PandaDoc
  • Salesforce Sales Cloud
  • Sana Commerce
  • Soft4RealEstate
  • Tacton CPQ
  • signNow
  • ADP Workforce Now
  • Adobe Sign
  • Ameyo
  • Apttus Contract Management
  • AskNicely
  • Campaign Monitor
  • DocuSign
  • FCRM Insurance
  • Five9
  • Gainsight CS
  • InsideView
  • Lattice Engines
  • LinkedIn for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Project
  • Microsoft SharePoint
  • PROS Smart CPQ
  • PandaDoc
  • Salesforce Sales Cloud
  • Sana Commerce
  • Soft4RealEstate
  • Tacton CPQ
  • signNow