Customer Relationship Management

Purpose Built For Financial Services

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CRM: The undiscovered
revenue source

Case Study
Conexus offers seamless
member experience

Never miss an opportunity to sell or serve with Doxim CRM

Increased revenue starts with satisfied customers. When staff members across all your channels have a complete view of customer information, uncovering new opportunities, making better recommendations and offering seamless service experiences becomes simple.

Increase Wallet Share and Uncover Hidden Revenue

Stop losing out on revenue generation opportunities because cross-sell opportunities are being missed. With Doxim CRM, you can capture information about customer needs, identify the next best action for each customer, and match customer segments to automated outbound campaigns. The result? “One size fits all” marketing is replaced with a customer-centric, targeted approach that boosts revenue and improves the customer experience.

Understand and Manage the Sales Pipeline

Who are your top salespeople? How well are your marketing campaigns performing? Manage the sales process and track pipeline and success rates to maximize your ROI. With a clear view of sales staff’s performance, you’ll be empowered to streamline inefficiencies, coach sales staff, and free them up to spend time building personal relationships with customers.

Improve Relationship Management

Today, customers move between channels to get issues resolved or to make requests. Our Contact Management screen lets staff members continue the conversation seamlessly across all channels – so your customer never has to tell their story more than once. Your customers get the friction-free service experiences they crave, and your staff members’ day-to-day jobs are simplified as well.

Want to learn more about Doxim Customer Relationship Management?

Doxim CRM Features


Contact Management

View and document all customer engagements, across all touchpoints, so sales and service conversations can be picked up right where they left off.


Campaign Workflow

Build and trigger automated 1:1 multi-step, multi-channel marketing campaigns for a more customer-centric approach to marketing.


Campaign & Pipeline Management

Analyze and fine-tune sales pipeline and campaign performance, increasing conversion rates and revenue


Sales Tracking

Understand and manage staff sales performance. Reward top performers, and coach those who aren’t selling effectively.


360⁰ Customer View

Provide a full customer snapshot at a glance, including off-balance sheet data, current wallet share, and last contact date for each channel.


Household View

Get a complete understanding of the customer’s financial situation as part of the larger picture of a financial “household” or economic micro-community.


Case Study

Conexus offers seamless Member Experience

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How to plan a successful CRM project

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Accelerate Your Loan Portfolio Growth

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Doxim Customer Relationship Management

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See Doxim CRM in Action!

Make the switch to a CRM solution built just for financial institutions! Book your personalized demo now to see how it can help you maximize the value of your customer relationships.