Connected email marketing, marketing automation, CRM, and account management for businesses looking to connect and engage with customers. Send follow-up that adapts to customer behavior so you're sending the perfect message at the perfect time. You’ll have happier customers and higher conversions.
Connected email marketing, marketing automation, CRM, and account management for businesses looking to connect and engage with customers. Send...

Platforms Supported

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

Support Options

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

Starting from

US$9,00/month

  • Subscription

Starting from

  • Subscription

Overall rating

4,6 /5
(1 195)
Ease of Use
4,3/5
Features & Functionality
4,5/5
Customer Service
4,5/5
Value for Money
4,5/5

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

Total features 111

  • A/B Testing
  • API
  • Account Alerts
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Asset Management
  • Assignment Management
  • Auto-Responders
  • Automated Scheduling
  • Automatic Lead Distribution
  • Behavior Tracking
  • CAN SPAM Compliance
  • CRM
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Chat/Messaging
  • Click Tracking
  • Contact Database
  • Contact Management
  • Content Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Questions
  • Customizable Templates
  • Data Import/Export
  • Demographic Data
  • Design Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Tracking
  • Event Triggered Actions
  • Forms Management
  • Geolocation
  • Heatmaps
  • Household Tracking
  • Image Library
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • List Management
  • Live Chat
  • Location Tracking
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimized Emails
  • Multi-Channel Marketing
  • Multi-Company
  • Multiple User Accounts
  • Multivariate Testing
  • Newsletter Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Preview Functionality
  • Question Branching
  • Question Library
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SMS Marketing Managment
  • SMS Messaging
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Marketing
  • Social Media Integration
  • Social Performance Management
  • Spam Blocker
  • Subscriber Management
  • Subscription Management
  • Tagging
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • URL Customization
  • Unsubscribe Database
  • Visitor Management
  • Visitor Tracking
  • WYSIWYG Editor
  • Web Forms
  • Website Integration
  • Website Visitor Tracking
  • Workflow Management
  • eCommerce Management

Total features 24

  • A/B Testing
  • API
  • Account Alerts
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Analytics/ROI Tracking
  • Asset Management
  • Assignment Management
  • Auto-Responders
  • Automated Scheduling
  • Automatic Lead Distribution
  • Behavior Tracking
  • CAN SPAM Compliance
  • CRM
  • Calendar/Reminder System
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Scheduling
  • Campaign Segmentation
  • Chat/Messaging
  • Click Tracking
  • Contact Database
  • Contact Management
  • Content Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Questions
  • Customizable Templates
  • Data Import/Export
  • Demographic Data
  • Design Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Dynamic Content
  • Email Campaign Management
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Templates
  • Email Tracking
  • Engagement Analytics
  • Event Tracking
  • Event Triggered Actions
  • Forms Management
  • Geolocation
  • Heatmaps
  • Household Tracking
  • Image Library
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • List Management
  • Live Chat
  • Location Tracking
  • Mailing List Management
  • Marketing Automation
  • Mobile Access
  • Mobile Alerts
  • Mobile Optimized Emails
  • Multi-Channel Marketing
  • Multi-Company
  • Multiple User Accounts
  • Multivariate Testing
  • Newsletter Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Preview Functionality
  • Question Branching
  • Question Library
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Notifications
  • Real Time Reporting
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Workflow
  • SMS Marketing Managment
  • SMS Messaging
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Social Marketing
  • Social Media Integration
  • Social Performance Management
  • Spam Blocker
  • Subscriber Management
  • Subscription Management
  • Tagging
  • Task Management
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • URL Customization
  • Unsubscribe Database
  • Visitor Management
  • Visitor Tracking
  • WYSIWYG Editor
  • Web Forms
  • Website Integration
  • Website Visitor Tracking
  • Workflow Management
  • eCommerce Management
  • 123FormBuilder
  • Acuity Scheduling
  • Airtable
  • Akita
  • Alchemer
  • Antavo
  • Asana
  • Automate.io
  • Basecamp
  • Batchbook
  • BigCommerce
  • BigContacts
  • BriteVerify
  • Calendly
  • Call Loop
  • Capsule
  • ChargeOver
  • Chargify
  • CheddarGetter
  • Clevertim
  • ClickFunnels
  • Close
  • Contactually
  • Dasheroo
  • DataHero
  • Deputy
  • Desk.com
  • Dropbox Business
  • Drupal
  • Eventbrite
  • Evernote Business
  • FCRM Insurance
  • Facebook
  • FluidSurveys
  • FogBugz
  • FormMule
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Freshdesk
  • FullContact
  • Geckoboard
  • Genoo
  • GetSiteControl
  • Gmail
  • GoToMeeting
  • GoToTraining
  • GoToWebinar
  • Goody
  • Google Analytics
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Gravity Forms
  • Harvest
  • Help Scout
  • Highrise
  • Insightly
  • Instapage
  • InviteBox
  • Joomla
  • JotForm
  • Jumplead
  • Justuno
  • Kajabi
  • Kanban Tool
  • KickoffLabs
  • LeadPages
  • LeadsBridge
  • LessAccounting
  • Litmus
  • LiveChat
  • Magento Commerce
  • MailMunch
  • Mindbody
  • Mojo Help Desk
  • MoonClerk
  • Nimble
  • Nutshell
  • Olark
  • OnePageCRM
  • OptimizePress
  • OptinMonster
  • PadiAct
  • PayPal
  • PieSync
  • Pipedrive
  • Pipeliner CRM
  • Podio
  • PrestaShop
  • Privy
  • Quickbase
  • Quickbooks Online
  • Quote Roller
  • Re:amaze
  • Recurly
  • Rezdy
  • Salesforce Sales Cloud
  • Salesmate
  • Segment
  • SendPulse
  • Shopify
  • Skyvia
  • Slack
  • Sleeknote
  • SolarWinds Service Desk
  • Stripe
  • SugarCRM
  • SumoMe
  • SuperSaaS
  • SurveyMonkey
  • Survicate
  • Teachable
  • Tender Support
  • Twitter
  • Typeform
  • Unbounce
  • UserVoice
  • Viewbix
  • WHMCS
  • WebMerge
  • Wistia
  • WooCommerce
  • Woopra
  • WordPress
  • WorkBook
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk
  • Zendesk Sell
  • Zoho CRM
  • Zoho Creator
  • Zoho Invoice
  • Zoom Meetings
  • digioh
  • itDuzzit
  • vBulletin
  • 123FormBuilder
  • Acuity Scheduling
  • Airtable
  • Akita
  • Alchemer
  • Antavo
  • Asana
  • Automate.io
  • Basecamp
  • Batchbook
  • BigCommerce
  • BigContacts
  • BriteVerify
  • Calendly
  • Call Loop
  • Capsule
  • ChargeOver
  • Chargify
  • CheddarGetter
  • Clevertim
  • ClickFunnels
  • Close
  • Contactually
  • Dasheroo
  • DataHero
  • Deputy
  • Desk.com
  • Dropbox Business
  • Drupal
  • Eventbrite
  • Evernote Business
  • FCRM Insurance
  • Facebook
  • FluidSurveys
  • FogBugz
  • FormMule
  • Formstack Forms
  • FreeAgent
  • FreshBooks
  • Freshdesk
  • FullContact
  • Geckoboard
  • Genoo
  • GetSiteControl
  • Gmail
  • GoToMeeting
  • GoToTraining
  • GoToWebinar
  • Goody
  • Google Analytics
  • Google Calendar
  • Google Contacts
  • Google Docs
  • Gravity Forms
  • Harvest
  • Help Scout
  • Highrise
  • Insightly
  • Instapage
  • InviteBox
  • Joomla
  • JotForm
  • Jumplead
  • Justuno
  • Kajabi
  • Kanban Tool
  • KickoffLabs
  • LeadPages
  • LeadsBridge
  • LessAccounting
  • Litmus
  • LiveChat
  • Magento Commerce
  • MailMunch
  • Mindbody
  • Mojo Help Desk
  • MoonClerk
  • Nimble
  • Nutshell
  • Olark
  • OnePageCRM
  • OptimizePress
  • OptinMonster
  • PadiAct
  • PayPal
  • PieSync
  • Pipedrive
  • Pipeliner CRM
  • Podio
  • PrestaShop
  • Privy
  • Quickbase
  • Quickbooks Online
  • Quote Roller
  • Re:amaze
  • Recurly
  • Rezdy
  • Salesforce Sales Cloud
  • Salesmate
  • Segment
  • SendPulse
  • Shopify
  • Skyvia
  • Slack
  • Sleeknote
  • SolarWinds Service Desk
  • Stripe
  • SugarCRM
  • SumoMe
  • SuperSaaS
  • SurveyMonkey
  • Survicate
  • Teachable
  • Tender Support
  • Twitter
  • Typeform
  • Unbounce
  • UserVoice
  • Viewbix
  • WHMCS
  • WebMerge
  • Wistia
  • WooCommerce
  • Woopra
  • WordPress
  • WorkBook
  • Wufoo
  • Xero
  • YouCanBook.me
  • Zapier
  • Zendesk
  • Zendesk Sell
  • Zoho CRM
  • Zoho Creator
  • Zoho Invoice
  • Zoom Meetings
  • digioh
  • itDuzzit
  • vBulletin