Doxim CRM vs Optimo

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.

All types of event and venue owners and companies that willing to maximize the profit with industry-leading, fully completed event and venue management solution.

Rating


4.5 / 5
(2)


5 / 5
(11)

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


4.5 / 5

5 / 5

Customer Support


4.5 / 5

5 / 5

Features & Functionality


5 / 5

Value for Money


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
  • check Lead Scoring
  • check Marketing Automation Integration
  • close Mobile Access
  • check Quotes/Proposals
  • check Segmentation
  • check Social Media Integration
  • check Task Management
  • close Territory Management

Screenshots

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View 4 screenshots 127399 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation

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Doxim CRM vs Optimo

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