Doxim CRM Description

Doxim CRM offers the customer relationship management solution that will make your business more profitable. Doxim CRM was designed to meet the specific needs of Credit Unions and Banks. It gives staff a 360-degree view of customer interactions and activities. Doxim CRM allows you to increase your brand loyalty and revenue by gaining a deeper understanding about your customer base. Doxim CRM is fully integrated with the Doxim customer engagement platform for end-to-end customer service management.

Pricing

Free Trial:
Yes

Integrations

No Integrations at this time

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Company Details

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

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Product Details

Platforms
SaaS
Type of Training
Webinars
Live Online
In Person
Customer Support
Online
Phone Support

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