---
description: Review of Doxim CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Doxim CRM | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Banking CRM Software](/directory/336/banking-crm/software) > [Doxim CRM](/software/73965/doxim)

# Doxim CRM

Canonical: https://www.softwareadvice.co.nz/software/73965/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 and off-site conversations. 


Doxim tracks task progress in real-time and provides insight into sales performance, allowing businesses to reward top-performing staff members. Pricing is available on request and support is extended via documentation, phone, email and other online measures.
> 
> Verdict: Rated **4.5/5** by 2 users. Top-rated for **Ease of Use**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 2 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support | 4.5/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features |  | Based on overall reviews |
| Recommendation percentage | - | ( Likelihood to recommend) |

## About the vendor

- **Company**: Doxim
- **Location**: Herndon, US
- **Founded**: 2000

## Commercial Context

- **Starting Price**: US$0.01
- **Pricing Details**: Contact Doxim for detailed pricing information.
- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Canada, United States

## Features

- Assignment Management
- CRM
- Calendar/Reminder System
- Contact Management
- Document Storage
- Interaction Tracking
- Internal Chat Integration
- Lead Management
- Lead Qualification
- Marketing Automation
- Mobile App
- Pipeline Management
- Quotes/Estimates
- Referral Tracking
- Relationship Tracking
- Sales Pipeline Management
- Sales Reports
- Team Assignments
- Territory Management
- Workflow Management

## Integrations (1 total)

- FCRM Insurance

## Support Options

- Email/Help Desk
- Phone Support
- Chat

## Category

- [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software)

## Related Categories

- [Banking CRM Software](https://www.softwareadvice.co.nz/directory/336/banking-crm/software)
- [iPad CRM Software](https://www.softwareadvice.co.nz/directory/433/ipad/software)
- [CRM Apps](https://www.softwareadvice.co.nz/directory/1491/mobile-crm/software)
- [CRM Software for Startups](https://www.softwareadvice.co.nz/directory/3235/startup/software)
- [Financial CRM Software](https://www.softwareadvice.co.nz/directory/3247/financial/software)

## Alternatives

1. [Bitrix24](https://www.softwareadvice.co.nz/software/128326/bitrix24) — 4.2/5 (984 reviews)
2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews)
3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6964 reviews)
4. [Odoo](https://www.softwareadvice.co.nz/software/77019/odoo-pos) — 4.2/5 (1294 reviews)
5. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4451 reviews)

## Reviews

### "Fantastic CRM Solution" — 5.0/5

> **Jason** | *21 April 2016*
> 
> 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.

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### "Excellent Product" — 4.0/5

> **Matt** | *22 April 2016*
> 
> 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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/73965/doxim)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/doxim-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/73965/doxim> |
| en-GB | <https://www.softwareadvice.co.uk/software/73965/doxim> |
| en-IE | <https://www.softwareadvice.ie/software/73965/doxim> |
| en-NZ | <https://www.softwareadvice.co.nz/software/73965/doxim> |

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