About Doxim CRM+

Doxim CRM is a financial services CRM (customer relationship management) software designed to help banks and credit unions establish and maintain relationships with new and existing clients using a range of features including contact, campaign and pipeline management, sales tracking, 360º customer views, and more. Doxim CRM supports a mobile app which gives users the flexibility to access customer profile and portfolio information on the go.

Doxim CRM’s centralized platform gives staff quick access to actionable customer data. By allowing staff to view a complete record of all customer interactions, Doxim CRM helps customer service representatives resolve issues quickly and efficiently. Users can collect information about customer needs and identify the next best action for each customer, as well as discover valuable cross-selling opportunities. Doxim’s CRM software also enables users to manage the sales process and track the sales pipeline to discover valuable insights into campaign performance, including customer satisfaction levels, product adoption rates, and more.

With 100+ pre-configured customer engagement types, Doxim CRM enables users to get up and running and engage with customers quickly. Contact management tools allow users to view and document all customer engagement, while campaign workflow technology enables users to build and trigger automated 1-1 multi-step or multi-channel marketing campaigns. Users can understand and manage employee performance with sales tracking functionality. 360º customer view and household view features give users insight into the customer’s financial situation, current wallet share, and last contact date.

Pricing starting from:

N/A

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Doxim CRM+

  • Doxim CRM offers a custom-tailored system designed specifically for the needs of banks and credit unions.

  • 360º customer view functionality provides users with a complete customer overview at a glance, providing off-balance sheet data, current wallet share, last contact date, and more.

  • Doxim CRM supports 100+ pre-configured customer engagement types, helping to enhance customer relationships.

  • Sales tracking technology gives users actionable insight into staff sales performance, so that they can reward top performers or offer coaching to those who are not selling effectively.

  • A mobile app gives users the flexibility to access customer profile and portfolio information anytime, anywhere, via mobile devices.
  • Business size

    S M L

    Deployment

    • Cloud-based
    • On-premise

    Markets

    Canada, United States

    Supported Languages

    English

    Pricing starting from:

    N/A

    • Free Version
    • Free Trial
    • Subscription

    Images

    Doxim CRM+ Software - Doxim’s financial services CRM software provides all staff with a complete view of customer information in a central source
    Doxim CRM+ Software - Customer service representatives can instantly access a record of every interaction a customer has had with staff members across all channels
    Doxim CRM+ Software - Doxim’s CRM for finance allows targeting customers wherever they are: at the ATM, through the mobile app, or on the user's website
    Doxim CRM+ Software - Doxim's financial CRM software allows users to manage the sales process and track pipeline and success rates
    Doxim CRM+ Software - Simplify the process of uncovering cross-sell opportunities, make more targeted sales pitches, and send highly personalized marketing communications using data-driven CRM platform insights
    Doxim CRM+ Software - Doxim’s CRM software is built specifically to cater to the needs of banks and credit unions
    View 7 more
    Doxim CRM+ video
    Doxim CRM+ Software - Doxim’s financial services CRM software provides all staff with a complete view of customer information in a central source
    Doxim CRM+ Software - Customer service representatives can instantly access a record of every interaction a customer has had with staff members across all channels
    Doxim CRM+ Software - Doxim’s CRM for finance allows targeting customers wherever they are: at the ATM, through the mobile app, or on the user's website
    Doxim CRM+ Software - Doxim's financial CRM software allows users to manage the sales process and track pipeline and success rates
    Doxim CRM+ Software - Simplify the process of uncovering cross-sell opportunities, make more targeted sales pitches, and send highly personalized marketing communications using data-driven CRM platform insights
    Doxim CRM+ Software - Doxim’s CRM software is built specifically to cater to the needs of banks and credit unions

    Features

    Total features of Doxim CRM+: 18

    • Assignment Management
    • Calendar/Reminder System
    • Contact Management Software
    • Document Storage
    • Interaction Tracking
    • Internal Chat Integration
    • Lead Management Software
    • Lead Qualification
    • Marketing Automation Software
    • Pipeline Management
    • Quotes/Estimates
    • Referral Tracking
    • Relationship Tracking
    • Sales Pipeline Management
    • Sales Reports
    • Team Assignments
    • Territory Management
    • Workflow Management Software

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    Reviews

    Overall rating

    4.5 /5
    (2)
    Value for Money
    0/5
    Features
    0/5
    Ease of Use
    4.5/5
    Customer Support Software
    4.5/5

    Already have Doxim CRM+?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

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    Showing 2 reviews of 2
    Jason
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support Software

    Fantastic CRM Solution

    Reviewed on 2016-04-21

    Doxim's ACE solution is by far the best solution for a CRM system that PCCU could have hoped for. ...

    Doxim's ACE solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it's price point and the support for their product is absolutely first rate. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions.

    That being said, the Doxim team is very open to working with you to customize the solution in whatever way your company wants and needs and when paired with their Cognito data warehouse solution provides very timely and powerful reporting.

    Within just 3 months of our initial roll-out 8 years ago our staff were constantly telling us they could not imagine how they did their job without ACE and that sentiment holds true today.

    Our only complaint about the system, and it's extremely minor, is that it's not a web based solution. Having said that, of course, that is where the next version of the CRM is headed and we are looking forward to testing and deploying that solution quite a bit.

    I could not recommend any product more highly.

    Matt
    Overall rating
    • Review Source

    Overall rating

    • Ease of Use
    • Customer Support Software

    Excellent Product

    Reviewed on 2016-04-22

    Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities...

    Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly. The user interface is straight forward and easy to use, new staff can generally grasp the flow of the program quickly. Customer support is always an email or call away and is usually prompt. Doxim is always looking to improve their already great product and gather input from many users to help improve any aspects of the software.

    Doxim CRM+ FAQs

    Below are some frequently asked questions for Doxim CRM+.

    Doxim CRM+ offers the following pricing plans:

    Contact Doxim for detailed pricing information.

    Doxim CRM+ has the following typical customers:

    2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

    Doxim CRM+ supports the following languages:

    English

    Doxim CRM+ supports the following devices:

    Doxim CRM+ integrates with the following applications:

    FCRM Insurance

    Doxim CRM+ offers the following support options:

    Email/Help Desk, Phone Support, Chat

    Related categories

    See all software categories found for Doxim CRM+.