Doxim CRM

Bigger, Better, Smarter Customer Relationship Management

About

Built for banks and credit unions, Doxim Financial CRM helps you build and maintain relationships with new and returning customers.

Activity Dashboard

Appointment Scheduling

Campaign Management

Customer Database

Customer Management

Data Import & Export

Document Management

Email Management

Email Marketing

Expense Tracking

Interaction Tracking

Lead Management

Marketing Automation

Quotes

Relationship Tracking

Reporting & Analytics

Sales Pipeline Management

Segmentation

Task Management

Territory Management

Workflow Management

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