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.

Other priorities:

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

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 ★

Read Reviews (85)

"...With 100+ pre-configured customer engagement types, Doxim CRM enables users to get up and running and engage with customers quickly...."
engaging and following up

4.91/5 ★

Read Reviews (40)

"...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...."
Training & Onboarding

4.39/5 ★

Read Reviews (18)

"...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 ★

Read Reviews (12)

"...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 ★

Read Reviews (2)

"...CRM+ is an integrated CRM Suite that includes the Doxim Business Analytics and Campaign Management solutions...."
PEER EXPERIENCES
Engagement Management

4.94/5 ★

Read Reviews (85)

"...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 ★

Read Reviews (40)

Training & Onboarding

4.39/5 ★

Read Reviews (18)

"...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 ★

Read Reviews (12)

"...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 ★

Read Reviews (2)

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

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.

Testimonial By Paul Hood

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.

Testimonial By Caroline Sixsmith
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.

Testimonial By Paul Hood

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.

Testimonial By Caroline Sixsmith

Case Studies

COMPANY CASE STUDIES
Case Study Aviso Wealth

Aviso Wealth Makes An Easy Transition To A Single Service Provider

Read More
Case Study Worldsource

Worldsource Securities Improves Advisor Productivity and Delivers Supperior Client Service with Enterprise Client Onboarding Application

Read More
Case Study McLean & Partners

McLean & Partners Speeds and Simplifies the Account Opening and Updating Process

Read More

Popular Business Setting

for Doxim CRM

Top Industries

  • Financial Services
  • Accounting
  • Banking

Popular in

Peers used Doxim CRM to Improve internal communications and Enhance customer relationships

Peer and Expert Opinion on Features

for Doxim CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Personalization

4.74/5 ★

Read Reviews (29)
Feedback surveys

4.28/5 ★

Read Reviews (5)
FEATURES RATINGS AND REVIEWS
Personalization

4.74/5 ★

Read Reviews (29)
Feedback surveys

4.28/5 ★

Read Reviews (5)

IT and Other Capabilities

for Doxim CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.73/5 ★

Read Reviews (35)
Data Export

4.42/5 ★

Read Reviews (8)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.73/5 ★

Read Reviews (35)
Data Export

4.42/5 ★

Read Reviews (8)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.83/5 ★

Read Reviews (78)
Chat Support

4.22/5 ★

Read Reviews (6)
Email Support

3.91/5 ★

Read Reviews (3)
Phone Support

3.91/5 ★

Read Reviews (3)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.83/5 ★

Read Reviews (78)
Chat Support

4.22/5 ★

Read Reviews (6)
Email Support

3.91/5 ★

Read Reviews (3)
Phone Support

3.91/5 ★

Read Reviews (3)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

4.78/5 ★

Read Reviews (63)
Analytics

4.59/5 ★

Read Reviews (11)
CAPABILITIES (OTHER) 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

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