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 makes Doxim CRM ideal for Engagement Management?
What benefits does Doxim CRM offer for Onboarding?
How does Doxim CRM address your Campaign Management Challenges?
Why is Doxim CRM the best choice for Personalized Marketing?
How can Doxim CRM enhance your Customer Feedback Management process?
25+ more Business Use Cases
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 |
|---|---|
|
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 |
|
|
Choosing to streamline our account opening system was a nobrainer. The manual process was no longer feasible for us and could not support our future growth objectives. As an NBCN correspondent, rolling out the Doxim Client Onboarding solution was extremely easy and took less than two months to depl...oy. Everything we needed, including the forms, was already in place allowing for quick adoption. |
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|
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 |
| 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 |
|
Caroline Sixsmith V.P of Operations Worldsource |
Choosing to streamline our account opening system was a nobrainer. The manual process was no longer feasible for us and could not support our future growth objectives. As an NBCN correspondent, rolling out the Doxim Client Onboarding solution was extremely easy and took less than two months to depl...oy. Everything we needed, including the forms, was already in place allowing for quick adoption. |
|
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 |
Case Studies
Case Study Aviso Wealth
Case Study CUPS
Case Study PWC
Case Study Conexus Credit Union
Case Study TCU Financial Group
Case Study Worldsource
Peers used Doxim CRM for engagement management and onboarding
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
