Doxim CRM Overview
Doxim CRM centralizes customer information, boosting staff productivity and driving sales and marketing success for financial services. It supports banks and credit unions with pre-built flows and quick implementation.
Use Cases
Customers recommend Engagement Management, Onboarding, Campaign Management, as the business use cases that they have been most satisfied with while using Doxim CRM.
Business Priorities
Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Doxim CRM.
Doxim CRM Use-Cases and Business Priorities: Customer Satisfaction Data
Doxim CRM's features include Personalization, and Feedback Surveys. and Doxim CRM support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Doxim CRM analytics capabilities include Custom Reports, and Analytics.
Reviews
"Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business." - Alan Rees
Doxim CRM, belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Popular Business Setting
for Doxim CRM
Top Industries
- Financial Services
- Accounting
- Banking
Popular in
Doxim CRM is popular in Financial Services, Accounting, and Banking and is widely used by
Comprehensive Insights on Doxim CRM Use Cases
What Are the key features of Doxim CRM for Engagement Management?
How does Doxim CRM address your Onboarding Challenges?
How efficiently Does Doxim CRM manage your Campaign Management?
How efficiently Does Doxim CRM manage your Personalized Marketing?
Why is Doxim CRM the best choice for Customer Feedback Management?
8 buyers and buying teams have used Cuspera to assess how well Doxim CRM solved their CRM needs. Cuspera uses 474 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
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Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Testimonial By Alan Rees |
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Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. Testimonial By Ernie Nichiporik |
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We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. Testimonial By Matt Welykholowa |
CUSTOMERS | TESTIMONIALS |
---|---|
![]() Alan Rees COO McLean & Partners |
Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. Testimonial By Alan Rees |
![]() Ernie Nichiporik SVP, Operations & Service Aviso Wealth |
Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. Testimonial By Ernie Nichiporik |
![]() Matt Welykholowa Project Manager Conexus Credit Union |
We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. Testimonial By Matt Welykholowa |
Case Studies
CASE STUDY PenFinancial
CASE STUDY CU
CASE STUDY Aviso Wealth
CASE STUDY Top 5 Canadian Bank
CASE STUDY The City of Olathe, KS
CASE STUDY InFirst Federal Credit Union
Doxim CRM Features
- Low
- Medium
- High
FEATURE | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (63) |
Analytics | Read Reviews (11) |
CAPABILITIES | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (63) |
Analytics | Read Reviews (11) |
Software Failure Risk Guidance
?for Doxim CRM
Overall Risk Meter
Top Failure Risks for Doxim CRM
Doxim Inc Profile
Company Name
Doxim Inc
Company Website
https://www.doxim.com/HQ Location
220 Spring St, Herndon, Virginia 20170, US
Employees
501-1000
Social
Financials
M&A