# 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 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. [5.0 (26)](https://www.capterra.com/p/179750/Brand-Wide/reviews/) Starting Price $0.01 per user, per month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (2) Ease Of Use 4.9 (26) Value For Money 0.0 (0) Value For Money 5.0 (26) Customer Service 4.5 (2) Customer Service 5.0 (26) ## Doxim CRM alternatives [4.5 (1,246)](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 [4.8 (650)](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 [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)