Doxim CRM vs SmartOffice

Rating


4.5 / 5
(2)


4.5 / 5
(4)

Starting Price

Not provided by vendor Not provided by vendor

Best For

Doxim CRM is targeted at North American Banks, Community Banks and Credit Unions with total assets ranging from $100 million to $50 billion.

SmartOffice is a CRM solution for companies of all sizes in the finanical and insurance industries.

Ideal number of Users

2 - 1000+

Not provided by vendor

Ease of Use


4.5 / 5

4.5 / 5

Customer Support


4.5 / 5

5 / 5

Features & Functionality


5 / 5

Value for Money


4.5 / 5

Product Features

  • check Calendar/Reminder System
  • check Document Storage
  • close Email Marketing
  • check Internal Chat Integration
  • check Lead Scoring
  • close Marketing Automation Integration
  • close Mobile Access
  • check Quotes/Proposals
  • close Segmentation
  • close Social Media Integration
  • close Task Management
  • check Territory Management
  • check Calendar/Reminder System
  • check Document Storage
  • check Email Marketing
  • check Internal Chat Integration
  • close Lead Scoring
  • check Marketing Automation Integration
  • check Mobile Access
  • close Quotes/Proposals
  • check Segmentation
  • close Social Media Integration
  • close Task Management
  • close Territory Management

Screenshots

Capterra screenshot placeholder
Capterra screenshot placeholder

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
Not provided by vendor

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Doxim CRM vs SmartOffice

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