Product and Vendor News
Customer stories
Product Business Settings
Doxim CRM is popular in Financial Services, Accounting, and Banking industries and is widely used by .
Doxim CRM Product 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.
How satisfied the customers are with Doxim CRM use-cases
Reviews
"Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations." - Ernie Nichiporik
"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 Customer Insights, Testimonials and Case Studies
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
|
Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. Testimonial By Ernie Nichiporik |
|
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Ernie Nichiporik SVP, Operations & Service Aviso Wealth |
Doxim committed to meet targets, and succeeded consistently. As an executive sponsor,I was very satisfied. In all areas Doxim met or exceeded expectations. Testimonial By Ernie Nichiporik |
|
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. |
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 News
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