Doxim CRM Overview
This is a summary of the comprehensive capabilities and benefits of Doxim CRM based on over 474 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
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.
Do you need to check if Doxim CRM is right for your needs? Our Cuspera AI engine can evaluate how Doxim CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.
Doxim CRM supports business activities such as:
- Engagement Management
- Training & Onboarding
- Campaign Management
- Personalized Marketing
- Customer Feedback Management
Doxim CRM can help you with many business goals, such as Improve Internal Communications, Enhance Customer Relationships, Acquire Customers, Increase Sales & Revenue, Manage Risk, etc. As a solution, Doxim CRM's capabilities include Personalization, and Feedback Surveys.
Doxim CRM Financial Services Vertical is its biggest customer base.
Reviews
"All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would antic...ipate that many other areas of the business will be looking to take advantage of this capability in the very near future. " - Paul Hood
Cuspera Reviews
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.
Business Priorities
Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities peers achieved using Doxim CRM.
Use Cases
Peers recommend Engagement Management , Training & Onboarding , Campaign Management , as the business use cases that they have been most satisfied while using Doxim CRM.
Read Peer Reviews and Expert Experience for Business Use Cases
BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
---|---|---|
Engagement Management |
4.94/5 ★ |
"...With 100+ pre-configured customer engagement types, Doxim CRM enables users to get up and running and engage with customers quickly...." Peer review |
engaging and following up |
4.91/5 ★ |
"...Doxim s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle and improve cross-sell and upsell activities that drive increased wallet share...." Case Study CUPS |
Training & Onboarding |
4.39/5 ★ |
"...Updates can now be performed directly within the client onboarding application, and once submitted, proceed through the approval workflow quickly and efficiently...." Case Study Worldsource |
Campaign Management |
4.73/5 ★ |
"...Learn more at www.doxim.com.Segmented Marketing and MessagingWith Utilitec s help, PWC created 30 unique messages, from marketing programs to past-due reminders to rate information...." Case Study PWC |
campaign analytics |
3.98/5 ★ |
"...CRM+ is an integrated CRM Suite that includes the Doxim Business Analytics and Campaign Management solutions...." CRM for Financial Services |
PEER EXPERIENCES | |
---|---|
Engagement Management |
4.94/5 ★ |
"...With 100+ pre-configured customer engagement types, Doxim CRM enables users to get up and running and engage with customers quickly...." Peer review |
|
engaging and following up |
4.94/5 ★ |
Training & Onboarding |
4.39/5 ★ |
"...Updates can now be performed directly within the client onboarding application, and once submitted, proceed through the approval workflow quickly and efficiently...." Case Study Worldsource |
|
Campaign Management |
4.73/5 ★ |
"...Learn more at www.doxim.com.Segmented Marketing and MessagingWith Utilitec s help, PWC created 30 unique messages, from marketing programs to past-due reminders to rate information...." Case Study PWC |
|
campaign analytics |
4.73/5 ★ |
25+ more Business Use Cases
Our AI advisor, Wyz, harnessed 474 insights from peers and experts to help you assess how these Doxim CRM use cases fit your CRM needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would anticipate that many other areas of the business will b...e looking to take advantage of this capability in the very near future. |
|
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 |
|
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 |
---|---|
Paul Hood Senior Business Analyst, Westminster Savings Westminster Savings |
All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would anticipate that many other areas of the business will b...e looking to take advantage of this capability in the very near future. |
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 |
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. |
Case Studies
COMPANY | CASE STUDIES |
---|---|
Case Study Aviso WealthRead More |
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Case Study WorldsourceRead More |
|
Case Study McLean & PartnersRead More |
Popular Business Setting
for Doxim CRM
Top Industries
- Financial Services
- Accounting
- Banking
Popular in
Peer and Expert Opinion on Features
for Doxim CRM
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Personalization | Read Reviews (29) |
Feedback surveys | Read Reviews (5) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Personalization | Read Reviews (29) |
Feedback surveys | Read Reviews (5) |
IT and Other Capabilities
for Doxim CRM
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (35) |
Data Export | Read Reviews (8) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (35) |
Data Export | Read Reviews (8) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (78) |
Chat Support | Read Reviews (6) |
Email Support | Read Reviews (3) |
Phone Support | Read Reviews (3) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (78) |
Chat Support | Read Reviews (6) |
Email Support | Read Reviews (3) |
Phone Support | Read Reviews (3) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
Custom Reports | Read Reviews (63) |
Analytics | Read Reviews (11) |
CAPABILITIES (OTHER) | 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
Vendor Profile Details
Company Name
Doxim
Company Website
https://www.doxim.com/HQ Location
220 Spring St, Herndon, Virginia 20170, US
Employees
501-1000
Social
Financials
M&A