Doxim CRM vs Optimo

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

2 - 1000+

1 - 1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

No Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

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Ratings

Overall


4.5 / 5
(2)

5 / 5
(11)

Ease of Use


4.5 / 5

5 / 5

Customer Service


4.5 / 5

5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

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

share Share Your Comparison of Optimo vs Doxim CRM


Doxim CRM vs Optimo

Best For

Who Uses This Software?

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.

Target Customer Size (Users)

2 - 1000+

1 - 1000+

Pricing

Starting Price

Not provided by vendor Not provided by vendor

Free Trial

No Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(2)

5 / 5
(11)

Ease of Use


4.5 / 5

5 / 5

Customer Service


4.5 / 5

5 / 5

Features & Functionality


5 / 5

Value for Money


5 / 5

Training & Support

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

Share Your Comparison of Optimo vs Doxim CRM