About Doxim CRM
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Doxim CRM, developed by Doxim, is a specialized customer relationship management platform designed primarily for financial institutions, including credit unions, banks, and wealth management firms. It focuses on enhancing member and client relationships by offering a unified view of customer data and streamlining communication across multiple channels. Its core purpose is to drive better customer engagement and improve cross-selling opportunities through intelligent automation and centralized insights. Key features include contact management, campaign management, opportunity tracking, data analytics, and personalized communication tools tailored for regulated industries. The user interface of Doxim CRM is professional, well-organized, and built to accommodate users in highly structured work environments. The layout is clean and consistent, offering clearly defined modules for clients, opportunities, accounts, and campaigns. While the interface may initially appear complex to users unfamiliar with financial CRMs, it becomes intuitive with use, especially due to the logical structure and clearly labeled fields. Doxim CRM’s interface is designed to support real-time client engagement, offering relationship managers an at-a-glance summary of customer profiles, communication history, and financial milestones.
Pros & Cons
- +Purpose-built for banks and credit unions.
- +Offers a holistic 360⁰ view of customer data.
- +Supports interactions across multiple channels.
- +Reduces account opening time and streamlines processes.
- +Centralizes data for better business understanding and targeted marketing.
- −May not be suitable for businesses outside finance.
- −Integrating disparate legacy systems could be challenging.
- −Achieving "exceptional" results takes 8-12 weeks.
- −Insights are dependent on the accuracy of aggregated data.
Features
Key features
- Purpose-built for Banks and Credit Unions
- This CRM is specifically designed to address the unique needs and workflows of financial institutions.
- Holistic 360⁰ Customer View
- Provides a complete snapshot of the customer, including financial data, product holdings, and service interactions, enabling informed decision-making.
- Omnichannel Engagement
- Facilitates customer interaction across various touchpoints like ATMs, websites, and a mobile app, ensuring a consistent experience.
- Centralized Data Source
- Aggregates data from disparate legacy systems into one warehouse, offering a more complete and actionable view of the business and customers.
- Household View
- Enables understanding a customer's financial situation within their broader economic context, facilitating more relevant interactions.
- Reduced Account Opening Time
- Streamlines the account opening process, reportedly reducing the number of steps by 70%, freeing up staff for more valuable conversations.
Additional features
- Contact Management
- Allows users to view and document all customer engagements across all touchpoints for seamless conversation continuation.
- Household View
- Provides an understanding of the customer's financial situation within a broader "household" or economic micro-community.
- Sales Tracking
- Enables the monitoring and management of staff sales performance to identify top performers and areas for coaching.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Doxim CRM
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Doxim CRM Details
Doxim CRM's In-App Market Place
Does Doxim CRM have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
AUD (A$), CAD (C$), CNY (¥), EUR (€), GBP (£), JPY (¥), USD ($)
Pros & Cons
- Purpose-built for banks and credit unions.
- Offers a holistic 360⁰ view of customer data.
- Supports interactions across multiple channels.
- Reduces account opening time and streamlines processes.
- Centralizes data for better business understanding and targeted marketing.
- May not be suitable for businesses outside finance.
- Integrating disparate legacy systems could be challenging.
- Achieving "exceptional" results takes 8-12 weeks.
- Insights are dependent on the accuracy of aggregated data.
Doxim CRM's Support Options
Email Address
marketing@doxim.comDoxim CRM's Alternatives
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