Doxim CRM vs AIM

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.

Private equity, venture capital, real estate, family offices, funds of funds, institutional investors, pension fund managers, placement agents, endowments and foundations

Rating


4.5 / 5
(2)
(0)

Ideal number of Users

2 - 1000+

2 - 1000+

Ease of Use


4.5 / 5

Customer Support


4.5 / 5

Features & Functionality

Value for Money

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

Screenshots

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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 AIM

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