Doxim CRM - 2026 Pricing, Features, Reviews & Alternatives

Doxim CRM is a financial services CRM (customer relationship management) software designed to help banks and credit unions establish and maintain relationships with new and existing clients using a range of features including contact, campaign and pipeline management, sales tracking, 360º customer views, and more. Doxim CRM supports a mobile app which gives users the flexibility to access customer profile and portfolio information on the go.

Doxim CRM’s centralized platform gives staff quick access to actionable customer data. By allowing staff to view a complete record of all customer interactions, Doxim CRM helps customer service representatives resolve issues quickly and efficiently. Users can collect information about customer needs and identify the next best action for each customer, as well as discover valuable cross-selling opportunities. Doxim’s CRM software also enables users to manage the sales process and track the sales pipeline to discover valuable insights into campaign performance, including customer satisfaction levels, product adoption rates, and more.

With 100+ pre-configured customer engagement types, Doxim CRM enables users to get up and running and engage with customers quickly. Contact management tools allow users to view and document all customer engagement, while campaign workflow technology enables users to build and trigger automated 1-1 multi-step or multi-channel marketing campaigns. Users can understand and manage employee performance with sales tracking functionality. 360º customer view and household view features give users insight into the customer’s financial situation, current wallet share, and last contact date.