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.

Other use cases:

  • Personalized Marketing
  • Customer Feedback Management
  • Workflow Management
  • Segmentation And Targeting
  • Digital Signature
  • Relationship Management
  • Contact List Management
See all use cases See less use cases

Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Doxim CRM.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Manage Risk
  • Improve ROI
  • Improve Efficiency
  • Improve Visibility
See all business priorities See less business priorities

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

"To have a tool like Doxim Loan Origination that is quick and easy to use is fantastic – I can put through a very high volume of loans efficiently, with the peace of mind that comes from knowing error rates will be low." - Jessica Struck

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

Doxim CRM Customer wins, Customer success stories, Case studies

How can Doxim CRM enhance your Engagement Management process?

How efficiently Does Doxim CRM manage your Onboarding?

What solutions does Doxim CRM provide for Campaign Management?

How efficiently Does Doxim CRM manage your Personalized Marketing?

How does Doxim CRM address your Customer Feedback Management Challenges?

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.

CUSTOMERS TESTIMONIALS
Doxim CRM testimonial

Jessica Struck

Account Manager

TCU Financial Group
To have a tool like Doxim Loan Origination that is quick and easy to use is fantastic – I can put through a very high volume of loans efficiently, with the peace of mind that comes from knowing error rates will be low. Testimonial By Jessica Struck
Doxim CRM testimonial

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
Doxim CRM testimonial

Amy Gertsma

V.P. Information Services, Encompass Credit Union

CUPS
Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. Testimonial By Amy Gertsma
CUSTOMERS TESTIMONIALS
Doxim CRM testimonial

Jessica Struck

Account Manager

TCU Financial Group
To have a tool like Doxim Loan Origination that is quick and easy to use is fantastic – I can put through a very high volume of loans efficiently, with the peace of mind that comes from knowing error rates will be low. Testimonial By Jessica Struck
Doxim CRM testimonial

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
Doxim CRM testimonial

Amy Gertsma

V.P. Information Services, Encompass Credit Union

CUPS
Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. Testimonial By Amy Gertsma

CU - Banking

Doxim helped CU achieve a return on investment in just 10 months. CU used Doxim's customer communications management and engagement technology. The solution improved customer engagement and reduced c...osts. Doxim's software provided omnichannel communications and payment solutions. CU saw fast results with increased efficiency and better customer experience.

Read on →

Conexus Credit Union - Banking - Large

Doxim CRM helped Conexus Credit Union boost member satisfaction and efficiency. After a strategic rollout and inclusive planning, staff saw a big jump in Net Promoter Score (NPS). Training included o...nline modules and champion-led sessions. Teams from all business lines joined the process. Staff now suggest new features, and yearly upgrades are planned.

Read on →

PenFinancial Credit Union - Banking - Medium

Doxim eStatement helped PenFinancial Credit Union boost eStatement adoption by 45%. In just three months, adoption rose 27%. After one year, 66% of members used eStatements. PenFinancial cut postage ...and mail costs by over 70%. Staff now respond faster to member requests with easy online access to statements. Targeted marketing messages on statements replaced costly inserts.

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Aviso Wealth - Financial Services

Doxim's Customer Communications Management solution helped Aviso Wealth move to a single service provider. This change made customer communications easier and more efficient. Aviso Wealth wanted to i...mprove operations and customer experience. The new system gave them integrated, omnichannel communications. The case shows how Doxim supports financial services with better communication tools.

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Conexus Credit Union - Banking

Doxim helps Conexus Credit Union improve member experience. Members do not have to repeat themselves when interacting with the credit union. Doxim's customer communications management and engagement ...technology supports this seamless service. The solution addresses digitization and operational efficiency challenges. Conexus Credit Union benefits from better customer engagement and streamlined processes.

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InFirst Federal Credit Union - Banking

Doxim Email Marketing helped InFirst Federal Credit Union reach members across the US. Traditional marketing was too costly and did not work well for their spread-out members. With Doxim, InFirst sta...rted an email onboarding process for new members. This led to a 24% increase in deposit accounts and a 190% rise in loan accounts. They also cut their marketing budget by 40%. Members became more satisfied and aware of services.

Read on →
lightning

Peers used Doxim CRM for engagement management and onboarding

Doxim CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (63)
Analytics

4.59/5 ★

Read Reviews (11)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (63)
Analytics

4.59/5 ★

Read Reviews (11)

Software Failure Risk Guidance

?

for Doxim CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Doxim CRM

Doxim Inc News

Executive

Doxim Scales Utility Payments Team to Support Rapid Market Growth - PR Newswire

Doxim has expanded its utility payments team to enhance its omnichannel billing-to-payments solutions for utilities. This strategic hiring of industry experts aims to address the growing need for secure and flexible payment options, improving customer experiences. The expansion reflects Doxim's commitment to delivering integrated communications solutions that simplify operations for utility providers.

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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

Facebook Linkedin Twitter

Financials

M&A