# Doxim CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Doxim CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/146727/Doxim-CRM --- # Doxim CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Doxim CRM ## What is Doxim CRM? With Doxim CRM you can build and maintain great relationships with new and existing customers by providing staff with a 360 view of client information and giving them efficient tools to manage all engagements, referrals, opportunities, and conversations, all in one place. ## What is Doxim CRM used for? [Financial CRM](https://www.capterra.com/financial-crm-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $0.01 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Doxim CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.doxim.com&name=Doxim CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Doxim CRM 4.5 (2) VS. [4.5 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price $0.01 per user, per month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.4 (4,371) Value For Money 0.0 (0) Value For Money 4.3 (3,503) Customer Service 4.5 (2) Customer Service 4.4 (3,512) ## Doxim CRM alternatives [4.5 (1,254)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (502)](https://www.capterra.com/p/214215/HubSpot-SalesHub/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.8 (653)](https://www.capterra.com/p/118921/Less-Annoying-CRM/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## FAQs about Doxim CRM Overview ### What company size and specific industries is Doxim CRM built for? Doxim CRM is designed for banks and credit unions, making it a fit for financial institutions of varying sizes that need a customer relationship management system tailored to those sectors. It is not positioned as a general-purpose CRM for unrelated industries. Features and Usability ### What are the key features of Doxim CRM? Doxim CRM offers CRM and mobile app access, plus contact management, lead management, and lead qualification for tracking prospects and customer records. It also includes pipeline management, sales pipeline management, sales reports, workflow management, document storage, interaction tracking, calendar/reminder system, team assignments, and territory management. Integrations ### Which third-party tools and platforms does Doxim CRM integrate with? Doxim CRM integrates with FCRM Insurance. Getting Started and Support ### What training and onboarding options does Doxim CRM offer? Doxim CRM provides in person training, live online sessions, and webinars to help teams get started. In person training supports direct, face-to-face instruction, live online sessions allow guided remote learning, and webinars offer scheduled presentations for learning product features and setup steps. Getting Started and Support ### What customer support options does Doxim CRM offer? Doxim CRM provides email/help desk, phone support, and chat. User experience feedback on support is not available in the catalog data, so no conclusions can be drawn about response times, helpfulness, or common frustrations. The listed channels give users direct ways to contact support for product issues. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Assignment Management Assign issues and tasks based on availability or required skills Calendar/Reminder System Notifications/alerts for upcoming events or tasks Contact Management Manage, organize, and store contact information CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system Interaction Tracking Track interaction history by documenting conversations for contacts Doxim CRM 18 features Assign issues and tasks based on availability or required skills Notifications/alerts for upcoming events or tasks Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Store and organize documents in a centralized system Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access the system via a mobile application Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Generate quotes or estimates for customers Log and store the source of contacts/leads Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Organize customer data and accounts by user or geography Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. ## Pricing Basic $0.01 ## Integrations [ FCRM Insurance](https://www.capterra.com/p/2091/Fiserv-Insurance-Administration/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (2) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent MH Matt H. Project Specialist ### "Excellent Product" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 0.0 0.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 April 22, 2016 Doxim's CRM system plays a vital role in our organizations day to day operations. The capabilities ensure our staff is able to provide excellent service to all of our members. The document generation feature enables staff to focus on the member rather than paperwork and the automation of the campaign manager helps managers get large amounts of task out quickly. The user interface is straight forward and easy to use, new staff can generally grasp the flow of the program quickly. Customer support is always an email or call away and is usually prompt. Doxim is always looking to improve their already great product and gather input from many users to help improve any aspects of the software. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jason H. Manager of Retail Technology ### "Fantastic CRM Solution" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 0.0 0.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 April 21, 2016 Doxim's ACE solution is by far the best solution for a CRM system that PCCU could have hoped for. It offers power and flexibility beyond many competitors far above it's price point and the support for their product is absolutely first rate. They take a very collaborative approach when it comes to developing the product and it truly is, in many respects, a solution for Credit Unions by Credit Unions. That being said, the Doxim team is very open to working with you to customize the solution in whatever way your company wants and needs and when paired with their Cognito data warehouse solution provides very timely and powerful reporting. Within just 3 months of our initial roll-out 8 years ago our staff were constantly telling us they could not imagine how they did their job without ACE and that sentiment holds true today. Our only complaint about the system, and it's extremely minor, is that it's not a web based solution. Having said that, of course, that is where the next version of the CRM is headed and we are looking forward to testing and deploying that solution quite a bit. I could not recommend any product more highly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.