Doxim CRM 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.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

Reviews

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Company Details

Company:
Doxim
Year Founded:
2000
Headquarters:
Canada
Website:
www.doxim.com

Media

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Product Details

Platforms
Web-Based
Types of Training
Webinars
Live Training (Online)
In Person
Customer Support
Online Support
Business Hours

Doxim CRM Features and Options

Financial CRM Software

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Doxim CRM User Reviews

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