Doxim CRM

Doxim CRM

Doxim
Redtail CRM

Redtail CRM

Redtail Technology
+
+

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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Financial Advisors in need of an CRM solution

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$99 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.5 / 5
ease 4.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.5 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Doxim
Founded: 2000
Canada
www.doxim.com

Company Information

Redtail Technology
Founded: 2003
Sacramento, CA
www.redtailtechnology.com

Alternatives

CoreTrac

CoreTrac

Ignitech

Alternatives

360 View CRM

360 View CRM

inBusiness Services
NexJ CRM

NexJ CRM

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TotalExpert

TotalExpert

Total Expert
Optimizer

Optimizer

Synertree CMS

Categories

Categories

Financial CRM Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial CRM Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Integrations

AppointmentCore
CallHarbor
Chat Agents
CircleBlack
Dialpad Ai Sales
Formstack Documents
GoTo Connect
Intulse
Levitate
Marsview Notes
MoneyGuidePro
Monster VoIP
Moxo
MyRepChat
Raklet
Riskalyze
Shift
Simplii
Wufoo
Zapier

Integrations

AppointmentCore
CallHarbor
Chat Agents
CircleBlack
Dialpad Ai Sales
Formstack Documents
GoTo Connect
Intulse
Levitate
Marsview Notes
MoneyGuidePro
Monster VoIP
Moxo
MyRepChat
Raklet
Riskalyze
Shift
Simplii
Wufoo
Zapier
Claim Doxim CRM and update features and information
Claim Doxim CRM and update features and information
Claim Redtail CRM and update features and information
Claim Redtail CRM and update features and information