Doxim CRM 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.

Use Cases

Customers recommend Engagement Management, Onboarding, Campaign Management, as the business use cases that they have been most satisfied with while using Doxim CRM.

Other use cases:

  • Personalized Marketing
  • Customer Feedback Management
  • Workflow Management
  • Segmentation And Targeting
  • Digital Signature
  • Relationship Management
  • Contact List Management
See all use cases See less use cases

Business Priorities

Improve Internal Communications and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using Doxim CRM.

Other priorities:

  • Acquire Customers
  • Increase Sales & Revenue
  • Manage Risk
  • Improve ROI
  • Improve Efficiency
  • Improve Visibility
See all business priorities See less business priorities

Doxim CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Doxim CRM's features include Personalization, and Feedback Surveys. and Doxim CRM support capabilities include 24/7 Support, Chat Support, Email Support, etc. also Doxim CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member." - Matt Welykholowa

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.

Popular Business Setting

for Doxim CRM

Top Industries

  • Financial Services
  • Accounting
  • Banking

Popular in

Doxim CRM is popular in Financial Services, Accounting, and Banking and is widely used by

Comprehensive Insights on Doxim CRM Use Cases

How does Doxim CRM address your Engagement Management Challenges?

How can Doxim CRM enhance your Onboarding process?

What benefits does Doxim CRM offer for Campaign Management?

What Are the key features of Doxim CRM for Personalized Marketing?

How does Doxim CRM facilitate Customer Feedback Management?

25+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Doxim CRM testimonial

Matt Welykholowa

Project Manager

Conexus Credit Union
We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. Testimonial By Matt Welykholowa
Doxim CRM testimonial

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
Doxim CRM testimonial

Amy Gertsma

V.P. Information Services, Encompass Credit Union

CUPS
Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. Testimonial By Amy Gertsma
CUSTOMERS TESTIMONIALS
Doxim CRM testimonial

Matt Welykholowa

Project Manager

Conexus Credit Union
We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. Testimonial By Matt Welykholowa
Doxim CRM testimonial

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
Doxim CRM testimonial

Amy Gertsma

V.P. Information Services, Encompass Credit Union

CUPS
Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. Testimonial By Amy Gertsma

Case Studies

Utilities

CASE STUDY Louisville Water Company

Doxim Electronic Bill Presentment & Payment Solution helped Louisville Water Company fix payment processing issues. The old provider caused problems for customers and staff, with poor support and har...d account reconciliation. Doxim's solution gave more payment options, better reporting, and easier account management. Customer satisfaction improved. Louisville Water now offers online, IVR, and kiosk payments, making bill pay easier for nearly one million people.

Read more →
Banking

CASE STUDY Top 5 Canadian bank

Doxim CCM helped a top 5 Canadian bank manage secure electronic communications for over 8 million users. The bank needed a single, scalable platform for all business lines. Doxim CCM delivered statem...ents, payment confirmations, alerts, and notifications by email, SMS, and voice. The bank now processes 250 million documents yearly through Doxim CCM. The solution improved customer satisfaction and reduced costs by consolidating communications.

Read more →
Banking

CASE STUDY Your Credit Union

Doxim Statements & Reporting helped Your Credit Union automate statement processing. Staff spent less time on manual tasks and members got statements faster. Member complaints about delivery times dr...opped. eStatement adoption rose to 94% after a 'Going Green' campaign. Printing costs fell by over 70% and postage costs by 80%. Staff now handle requests much faster and use less storage space.

Read more →
Banking

CASE STUDY WS Leasing (subsidiary of Prospera Credit Union)

Doxim Document Imaging helped WS Leasing, a subsidiary of Prospera Credit Union, solve its paper storage problem. The company faced high costs and space issues with storing lease documents. Doxim's s...olution made it easy to scan and access documents online. WS Leasing saved over $26,000 per year and cut hard copy filing by at least 80%. Staff found documents faster, improving customer service. The project delivered a return on investment in less than ten months.

Read more →
Banking

CASE STUDY PenFinancial Credit Union

Doxim eStatements helped PenFinancial Credit Union boost eStatement adoption and cut costs. The credit union wanted to improve member service and reduce paper statement expenses. Doxim integrated eSt...atements with their banking portal and ran a strong marketing campaign. In one year, eStatement adoption rose to 66%. PenFinancial saved over 70% on postage and mail costs. Staff now respond faster to member requests and members access statements online easily.

Read more →
Financial Services

CASE STUDY Worldsource Securities Inc.

Doxim Client Onboarding helped Worldsource Securities Inc. automate their account opening process. Before, manual paperwork caused delays, errors, and high costs. With Doxim, advisors now use a web-b...ased system that pre-populates forms and checks for errors. Accounts open faster, and advisors see real-time status updates. The company cut costs for printing and shipping forms. The new system improved advisor productivity and client service.

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lightning

Peers used Doxim CRM for engagement management and onboarding

Doxim CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (63)
Analytics

4.59/5 ★

Read Reviews (11)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (63)
Analytics

4.59/5 ★

Read Reviews (11)

Software Failure Risk Guidance

?

for Doxim CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Doxim CRM

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

Facebook Linkedin Twitter

Financials

M&A