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.

Pricing

Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Company Facts

Company Name:
Doxim
Date Founded:
2000
Company Location:
Canada
Company Website:
www.doxim.com

Product Details

Deployment
SaaS
Training Options
Webinars
Online Training
On-Site Training
Support
Web-Based Support
Standard Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Doxim CRM Categories and Features

Financial CRM Software

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