Doxim CRM

Financial services CRM software

4,5 /5 (2 reviews) Write a Review!

Doxim CRM Overview

What is Doxim CRM?

Doxim CRM is a financial services CRM (customer relationship management) software designed to help banks and credit unions establish and maintain relationships with new and existing clients using a range of features including contact, campaign and pipeline management, sales tracking, 360º customer views, and more. Doxim CRM supports a mobile app which gives users the flexibility to access customer profile and portfolio information on the go.

Doxim CRM’s centralized platform gives staff quick access to actionable customer data. By allowing staff to view a complete record of all customer interactions, Doxim CRM helps customer service representatives resolve issues quickly and efficiently. Users can collect information about customer needs and identify the next best action for each customer, as well as discover valuable cross-selling opportunities. Doxim’s CRM software also enables users to manage the sales process and track the sales pipeline to discover valuable insights into campaign performance, including customer satisfaction levels, product adoption rates, and more.

With 100+ pre-configured customer engagement types, Doxim CRM enables users to get up and running and engage with customers quickly. Contact management tools allow users to view and document all customer engagement, while campaign workflow technology enables users to build and trigger automated 1-1 multi-step or multi-channel marketing campaigns. Users can understand and manage employee performance with sales tracking functionality. 360º customer view and household view features give users insight into the customer’s financial situation, current wallet share, and last contact date.

Doxim CRM Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription

Contact Doxim for detailed pricing information.


Doxim CRM Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Doxim’s financial services CRM software provides all staff with a complete view of customer information in a central source
Customer service representatives can instantly access a record of every interaction a customer has had with staff members across all channels
Doxim’s CRM for finance allows targeting customers wherever they are: at the ATM, through the mobile app, or on the user's website
Doxim's financial CRM software allows users to manage the sales process and track pipeline and success rates
Simplify the process of uncovering cross-sell opportunities, make more targeted sales pitches, and send highly personalized marketing communications using data-driven CRM platform insights
Doxim’s CRM software is built specifically to cater to the needs of banks and credit unions
Doxim CRM video Doxim CRM screenshot: Doxim’s financial services CRM software provides all staff with a complete view of customer information in a central source Doxim CRM screenshot: Customer service representatives can instantly access a record of every interaction a customer has had with staff members across all channels Doxim CRM screenshot: Doxim’s CRM for finance allows targeting customers wherever they are: at the ATM, through the mobile app, or on the user's website Doxim CRM screenshot: Doxim's financial CRM software allows users to manage the sales process and track pipeline and success rates Doxim CRM screenshot: Simplify the process of uncovering cross-sell opportunities, make more targeted sales pitches, and send highly personalized marketing communications using data-driven CRM platform insights Doxim CRM screenshot: Doxim’s CRM software is built specifically to cater to the needs of banks and credit unions

Doxim CRM Reviews

Doxim CRM Reviews

Overall rating
4,5
/
5
Excellent
1

Very good
1

Average
0

Poor
0

Terrible
0

Value for Money
0
Features
0
Ease of Use
4,5
Customer Support
4,5
100% recommended this app
Jason H.

Fantastic CRM Solution

Doxim's ACE solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it's price point and the support for their product is absolutely first rate. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions.

That being said, the Doxim team is very open to working with you to customize the solution in whatever way your company wants and needs and when paired with their Cognito data warehouse solution provides very timely and powerful reporting.

Within just 3 months of our initial roll-out 8 years ago our staff were constantly telling us they could not imagine how they did their job without ACE and that sentiment holds true today.

Our only complaint about the system, and it's extremely minor, is that it's not a web based solution. Having said that, of course, that is where the next version of the CRM is headed and we are looking forward to testing and deploying that solution quite a bit.

I could not recommend any product more highly.


Matt H.

Excellent Product

Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly. The user interface is straight forward and easy to use, new staff can generally grasp the flow of the program quickly. Customer support is always an email or call away and is usually prompt. Doxim is always looking to improve their already great product and gather input from many users to help improve any aspects of the software.


Jason H.

Fantastic CRM Solution

Reviewed on 2016/04/21
Review Source: Capterra

Doxim's ACE solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it's price point and the support for their product is absolutely first rate. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions.

That being said, the Doxim team is very open to working with you to customize the solution in whatever way your company wants and needs and when paired with their Cognito data warehouse solution provides very timely and powerful reporting.

Within just 3 months of our initial roll-out 8 years ago our staff were constantly telling us they could not imagine how they did their job without ACE and that sentiment holds true today.

Our only complaint about the system, and it's extremely minor, is that it's not a web based solution. Having said that, of course, that is where the next version of the CRM is headed and we are looking forward to testing and deploying that solution quite a bit.

I could not recommend any product more highly.

Rating breakdown

Ease of Use
Customer Support

Matt H.

Excellent Product

Reviewed on 2016/04/22
Review Source: Capterra

Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly. The user interface is straight forward and easy to use, new staff can generally grasp the flow of the program quickly. Customer support is always an email or call away and is usually prompt. Doxim is always looking to improve their already great product and gather input from many users to help improve any aspects of the software.

Rating breakdown

Ease of Use
Customer Support

User recommendation
0/10
Based on 2 user ratings
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Doxim CRM Pricing

Doxim CRM Pricing

Starting from
N/A
Free Trial
Subscription

Contact Doxim for detailed pricing information.

Contact Doxim for detailed pricing information.

Value for Money
0/5
Based on 2 user ratings
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Doxim CRM Features

Doxim CRM Features

API
Activity Dashboard
Activity Tracking
Automatic Notifications
Calendar Management
Contact Management
Custom Fields
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Electronic Payments
Email Integration
Real Time Data
Reminders
Reporting & Statistics
Social Media Integration
Surveys & Feedback
Third Party Integration
Features
0/5
Based on 2 user ratings
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Categories

Additional information for Doxim CRM

Additional information for Doxim CRM

Key features of Doxim CRM

  • 360⁰ customer view
  • Account alerts
  • CRM
  • Call logging
  • Customer support
  • Financial 'household' view
  • Household tracking
  • Influence tracking
  • Interaction tracking
  • Quotes / proposals
  • Relationship tracking
  • Sales pipeline management
  • Sales tracking
  • Staff sales performance management
  • Team assignments

Benefits

  • Doxim CRM offers a custom-tailored system designed specifically for the needs of banks and credit unions.

  • 360º customer view functionality provides users with a complete customer overview at a glance, providing off-balance sheet data, current wallet share, last contact date, and more.

  • Doxim CRM supports 100+ pre-configured customer engagement types, helping to enhance customer relationships.

  • Sales tracking technology gives users actionable insight into staff sales performance, so that they can reward top performers or offer coaching to those who are not selling effectively.

  • A mobile app gives users the flexibility to access customer profile and portfolio information anytime, anywhere, via mobile devices.

  • Doxim CRM FAQs

    Doxim CRM FAQs

    Below are some frequently asked questions for Doxim CRM.

    Q. What type of pricing plans does Doxim CRM offer?

    Doxim CRM offers the following pricing plans:

    Pricing model: Subscription

    Free Trial: Not Available

    Contact Doxim for detailed pricing information.

    Q. What are the main features of Doxim CRM?

    Doxim CRM offers the following features:

    • 360⁰ customer view
    • Account alerts
    • CRM
    • Call logging
    • Customer support
    • Financial 'household' view
    • Household tracking
    • Influence tracking
    • Interaction tracking
    • Quotes / proposals
    • Relationship tracking
    • Sales pipeline management
    • Sales tracking
    • Staff sales performance management
    • Team assignments

    Q. Who are the typical users of Doxim CRM?

    Doxim CRM has the following typical customers:

    Small Business

    Q. What languages does Doxim CRM support?

    Doxim CRM supports the following languages:

    English

    Q. What type of pricing plans does Doxim CRM offer?

    Doxim CRM has the following pricing plans:

    Subscription

    Q. Does Doxim CRM support mobile devices?

    We do not have any information about what devices Doxim CRM supports

    Q. What other apps does Doxim CRM integrate with?

    Doxim CRM integrates with the following applications:

    Fiserv

    Q. What level of support does Doxim CRM offer?

    Doxim CRM offers the following support options:

    Phone Support, Online Support