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What is Doxim CRM?

Discover the benefits of implementing a customer relationship management system with Doxim CRM! Designed explicitly for Banks and Credit Unions, Doxim CRM equips staff with an all-encompassing perspective on customer interactions and engagements. By leveraging Doxim CRM, organizations can boost their revenue potential and cultivate brand loyalty by gaining deeper insights into their customers. Additionally, Doxim CRM effortlessly connects with the Doxim Customer Engagement Platform, providing a unified strategy for overseeing customer experiences from beginning to end. This seamless integration not only optimizes business operations but also empowers companies to address customer needs more efficiently. Ultimately, investing in Doxim CRM can lead to a stronger, more responsive relationship with clients.

What is Behavia?

As consumer expectations continue to grow, it becomes essential for banks to quickly recognize and respond to customer needs while ensuring these align with the institution's business objectives, all the while managing increasing acquisition costs and maximizing profitability from existing clients. This method not only boosts overall business efficiency through informed decision-making but also fosters stronger customer relationships. To effectively manage these relationships, banks must implement strategies that involve careful design, execution, and monitoring. Moreover, leveraging data-driven insights can open up avenues for personalized cross-selling and up-selling opportunities that resonate with individual customer behaviors. The adaptability of these strategies is further strengthened by the capacity for unlimited user access and streamlined decision-making workflows. In a rapidly changing market, maintaining a proactive approach to understanding and addressing customer demands is vital for the long-term competitiveness of banks. Hence, integrating innovative technologies and practices will be crucial for evolving alongside customer expectations.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Doxim

Date Founded

2000

Company Location

Canada

Company Website

www.doxim.com

Company Facts

Organization Name

Scorto

Date Founded

2001

Company Location

United States

Company Website

www.scorto.com

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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