DOXIM CRM+

3 POWERFUL SOLUTIONS IN 1 CRM SUITE

Loading...

TRUE FINANCIAL SERVICES EXPERTISE

Doxim knows what success and ROI look like for CRM implementations. To help you achieve your CRM project goals and measurable growth, we go beyond offering modern technology solutions and take you through the entire journey with our roadmap to success and our expert delivery team.

Technology
Solution

Roadmap
to Success

BIGGER CRM

Three powerful solutions integrated into a single CRM platform create better insight to drive increased share of wallet and operational efficiencies. We have created the ultimate platform to analyze, package, market, sell, and manage sales opportunities across the customer life-cycle. 

BETTER CRM

From better insight for sales on customer value, household, and share of wallet to better campaigns for marketing based on customer actions and preferences, Doxim CRM+ provides the tools needed to truly understand your customers for the best possible experience.   

Doxim CRM+ Features

FOCUSING ON CLIENT SUCCESS & GROWTH

We expect that the metrics we are gathering at present following the Doxim CRM implementation will continue to show increases in speed and efficiency and, most importantly, improvements in member satisfaction, loyalty, and increases in wallet share.

Jared Kalenchuk, 
Member Applications Analyst

Trusted by Financial Services Organizations across North America

Doxim’s CRM solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it’s price point and the support for their product is absolutely first rate.

Jason Hunter, 
Manager of Retail Technology

LIVE DEMO OF DOXIM CRM+

Fill out the form to book a 1:1 discussion on how to reach your business goals with Doxim CRM+.  

Doxim Customer Engagement Platform is designed to help financial institutions transform their client experience, from automated client onboarding, through improved, personalized communications to anytime, anywhere content access.

2018 © Doxim Inc. All rights reserved.

OUR GREAT PRICE

Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's since the 1500s

Pricing Table

Free Plan

Per Month

FREE

GET STARTED

10MB - storage

Activity - events and stats

Tasks - comments as a tasks

Workflow - manage projects

Teams - create and manage

Storage - manage your files

Team

Per Month

$19

GET STARTED

10MB - storage

Activity - events and stats

Tasks - comments as a tasks

Workflow - manage projects

Teams - create and manage

Storage - manage your files

Professional

Per Month

$10

GET STARTED

10MB - storage

Activity - events and stats

Tasks - comments as a tasks

Workflow - manage projects

Teams - create and manage

Storage - manage your files

Best choice

TESTIMONIALSFEATURESABOUT DOXIM CRM+REQUEST A DEMO
LEARN MORE

SMARTER CRM

By combining the power of a CRM with an analytics engine and a campaign management solution, we created a smarter and more robust CRM experience for both users and end customers. With a complete view of the customer across data sources, you now have all the data and tools you need to analyze, engage, and market to your customers from one CRM platform.

Contact Management

View and document all customer engagements, across all touch points, so sales and service conversations can be picked up right where they left off.

Campaign Workflow

Build and trigger automated 1:1 multi-step, multi-channel marketing campaigns for a more customer-centric approach to marketing.

Campaign & Pipeline Management

Analyze and fine-tune sales pipeline and campaign performance, increasing conversion rates and revenue.

Understand and manage staff sales performance. Reward top performers, and coach those who aren’t selling effectively.

Sales Tracking

360⁰ Customer View

Provide a full customer snapshot at a glance, including off-balance sheet data, current wallet share, and last contact date for each channel.

Household View

Get a complete understanding of the customer’s financial situation as part of the larger picture of a financial “household” or economic micro-community.

Engagement Types

Get a CRM with a 100+ preconfigured customer engagement types that will drive productivity instantly, without the extra effort and cost to customize a generic CRM.

One Central Source for Data

Get a more complete and actionable view of your business by aggregating together your disparate and incomplete legacy data sources into one centralized data warehouse.

Mobile App

Empower your mobile salesforce with a mobile app that gives access to customer profile and portfolio information for intelligent off-site conversations.

We recently implemented Doxim's BA solution. The process was easy as Doxim's team did the heavy lifting. When it came time for training the Doxim team came on site and provided an easy to follow training program that staff of all skillsets were able to follow. Support staff are very responsive and helpful.

Jason McSpadden, 
Director of IT Operations

No matter your credit union’s size, electronic communication with members is a must! Doxim provides cost-effective electronic marketing and communication tools that are easy to use and produce results. Hands-on service and assistance by staff is always available.

Janet Miles,
Business Development / Marketing

1. CRM Platform

2. Business Analytics

3. Campaign Management

Built Specifically for 
Financial Services

Marketing Campaigns 
Based on Insight

Complete Customer View across All Data Sources

+

+

Bigger, Better, Smarter CRM

Doxim CRM+ is an integrated CRM Suite that includes the Doxim Analytics and Campaign Management solutions. Designed specifically for financial services, this suite combines the power of a CRM with analytical customer data, insight, and marketing execution. The result? A bigger, better, and smarter CRM.

CRM Platform

Business Analytics

Campaign Management

+

+

Expert
Team

Fix the following errors:
Hide