About Doxim

Doxim is a cloud-based solution designed to help banks and credit unions automate processes for sales tracking, contact management and campaign workflow to improve customer engagement. Key features include interaction tracking, wealth management, marketing automation, lead management and document storage.

Teams using Doxim can capture and store information related to current wallet share, off-balance-sheet data and last contact date in a unified repository for future reference. It allows enterprises to monitor campaign performance for streamlining the sales pipeline and increasing revenue and conversion rates. Additionally, its mobile application provides staff members with access to customer profiles and portfolio information to facilitate collaboration...


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Supported Operating System(s):

Web browser (OS agnostic)

2 Reviews of Doxim

Overall rating

4.50 / 5 stars

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April 2016

Jason from Prairie Centre Credit Union Ltd.

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

April 2016

Fantastic CRM Solution

Doxim's ACE 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. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions. That being said, the Doxim team is very open to working with you to customize the solution in whatever way your company wants and needs and when paired with their Cognito data warehouse solution provides very timely and powerful reporting. Within just 3 months of our initial roll-out 8 years ago our staff were constantly telling us they could not imagine how they did their job without ACE and that sentiment holds true today. Our only complaint about the system, and it's extremely minor, is that it's not a web based solution. Having said that, of course, that is where the next version of the CRM is headed and we are looking forward to testing and deploying that solution quite a bit. I could not recommend any product more highly.

April 2016

Matt from Motor City Community Credit Union

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

5.0

Customer support

4.0

April 2016

Excellent Product

Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly. The user interface is straight forward and easy to use, new staff can generally grasp the flow of the program quickly. Customer support is always an email or call away and is usually prompt. Doxim is always looking to improve their already great product and gather input from many users to help improve any aspects of the software.