Doxim CRM vs Cool Life CRM

Starting Price

Not provided by vendor

$195.00/month

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.

Fluid functionality, configuration of the layout, reports, and website to increase penetration for several types, such as Financial Services, Sales organizations and Associations "FINRA Approved"

Rating


4.5 / 5
(2)

4.4 / 5
(17)
Read All Reviews

Ideal number of Users

2 - 1000+

1 - 999

Ease of Use


4.5 / 5

4.1 / 5

Customer Support


4.5 / 5

4.1 / 5

Features & Functionality


4.2 / 5

Value for Money


4.3 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • close Expense Tracking
  • check Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • check Account Alerts
  • close Asset Management
  • check Expense Tracking
  • close Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management

Screenshots

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View 1 screenshot 36765 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 Cool Life CRM

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share Share Your Comparison of Cool Life CRM vs Doxim CRM