Average Ratings 0 Ratings
Average Ratings 2 Ratings
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Description
Unlock the advantages of a customer relationship management solution with Doxim CRM! Tailored specifically for Banks and Credit Unions, Doxim CRM provides employees with a comprehensive view of customer interactions and activities. By utilizing Doxim CRM, you can enhance your revenue streams and foster brand loyalty through a more profound understanding of your clients. Furthermore, Doxim CRM seamlessly integrates with the Doxim Customer Engagement Platform, ensuring a holistic approach to managing customer experiences from start to finish. This integration not only streamlines operations but also allows businesses to respond more effectively to customer needs.
Description
Redtail CRM has tools that will help you build client relationships, increase revenue and profitability, reduce client attrition, and improve team collaboration. Redtail CRM integrates well with other popular tools within the financial services industry. This allows for consistent data entry across all platforms and eliminates redundant data entry. Redtail is also available as a subscription service. It is priced per database rather than per user. Redtail allows you to have up to 15 database users at a low monthly cost. We understand that CRM adoption can prove difficult for some offices.
API Access
Has API
No
API Access
Has API
No
Integrations
AppointmentCore
No
Asset-Map
No
Axis LMS
No
CircleBlack
No
FP Alpha
No
Go Integrator Cara
No
GoTo Connect
No
Intulse
No
Levitate
No
Marsview Notes
No
Integrations
AppointmentCore
Yes
Asset-Map
Yes
Axis LMS
Yes
CircleBlack
Yes
FP Alpha
Yes
Go Integrator Cara
Yes
GoTo Connect
Yes
Intulse
Yes
Levitate
Yes
Marsview Notes
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
$99 per month
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Doxim
Founded
2000
Country
Canada
Website
www.doxim.com
Vendor Details
Company Name
Redtail Technology
Founded
2003
Country
Sacramento, CA
Website
www.redtailtechnology.com
Product Features
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
Yes
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
Yes
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
Yes
Document Storage
Yes
Email Marketing
No
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
No
Social Media Integration
Yes
Task Management
Yes
Territory Management
No
Financial CRM
Account Alerts
Yes
Asset Management
Yes
Expense Tracking
No
Household Tracking
Yes
Influence Tracking
Yes
Lead Management
No
Marketing Management
Yes
Relationship Tracking
Yes
Team Assignments
Yes
Territory Management
No
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
Yes
Customer Engagement
Yes
Performance Management
No
Risk Management
No
