Copper vs Doxim CRM

Starting Price

$19.00/month/user

Not provided by vendor

Best For

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

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

Rating


4.5 / 5
(354)


4.5 / 5
(2)

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use


4.5 / 5

4.5 / 5

Customer Support


4.5 / 5

4.5 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Product Features

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

Screenshots

View 5 screenshots 118832 thumb
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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
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation

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Copper vs Doxim CRM

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