Act! CRM is a comprehensive sales and marketing platform, providing everything you and your team need to successfully run and grow your business.

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$15,00/month

  • Subscription

Starting from

  • Subscription

Overall rating

3,7 /5
(641)
Ease of Use
3,7/5
Features & Functionality
3,7/5
Customer Service
3,3/5
Value for Money
3,7/5

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 57

  • A/B Testing
  • API
  • Account Alerts
  • Analytics/ROI Tracking
  • Asset Management
  • Assignment Management
  • Auto-Responders
  • Batch Processing
  • CAN SPAM Compliance
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable CTAs
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Event Triggered Actions
  • Forecasting
  • Household Tracking
  • Image Library
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Monitoring
  • Multi-Channel Marketing
  • Multivariate Testing
  • Performance Management
  • Pipeline Management
  • Pipeline Reports
  • Projections
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reporting/Analytics
  • Sales Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • WYSIWYG Editor
  • Website Visitor Tracking
  • Workflow Management

Total features 24

  • A/B Testing
  • API
  • Account Alerts
  • Analytics/ROI Tracking
  • Asset Management
  • Assignment Management
  • Auto-Responders
  • Batch Processing
  • CAN SPAM Compliance
  • Calendar Management
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customizable CTAs
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drip Campaigns
  • Dynamic Content
  • Email Management
  • Email Marketing
  • Event Triggered Actions
  • Forecasting
  • Household Tracking
  • Image Library
  • Income & Balance Sheet
  • Influence Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Distribution
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Marketing Calendar
  • Mobile Access
  • Monitoring
  • Multi-Channel Marketing
  • Multivariate Testing
  • Performance Management
  • Pipeline Management
  • Pipeline Reports
  • Projections
  • Prospecting Tools
  • Quotes/Estimates
  • Referral Tracking
  • Relationship Tracking
  • Reporting/Analytics
  • Sales Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Marketing
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Third Party Integrations
  • WYSIWYG Editor
  • Website Visitor Tracking
  • Workflow Management
  • Dropbox Business
  • FCRM Insurance
  • Facebook
  • Google Workspace
  • LinkedIn for Business
  • Microsoft 365
  • Microsoft Outlook
  • iCloud
  • Dropbox Business
  • FCRM Insurance
  • Facebook
  • Google Workspace
  • LinkedIn for Business
  • Microsoft 365
  • Microsoft Outlook
  • iCloud