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“Rollout of our new statements was seamless, and the Doxim team members were very responsive, even though we went live with the new statement solution over a holiday weekend. My team appreciates the easy-to-use website for marketing promotion upload. Our IT staff love the statement tracking functionality. And, most importantly, our members have expressed how much they like the new, easier to understand statements.”
“The ability to track our statements is a feature I love. I am able to communicate up-to-date statement information to staff, who in turn communicate it to members. We did not have this feature with our previous statement vendor and not knowing when statements were processed or mailed was frustrating.”
SugarCRM enables businesses to create extraordinary customer relationships with the most empowering, adaptable and affordable customer relationship management (CRM) solution on the market. Unlike traditional CRM solutions that focus primarily on management and reporting, Sugar empowers the individual, coordinating the actions of customer-facing employees and equipping them with the right information at the right time to transform the customer experience.
Pegasystems Inc. is the leader in software for customer engagement and operational excellence. Pega’s adaptive, cloud-architected software – built on its unified Pega® Platform – empowers people to rapidly deploy, and easily extend and change applications to meet strategic business needs. Over its 30-year history, Pega has delivered award-winning capabilities in CRM and BPM, powered by advanced artificial intelligence and robotic automation, to help the world’s leading brands achieve breakthrough business results.
Insightly provides customer relationship management software to small businesses worldwide. Small businesses leverage Insightly’s cloud-based application to manage customer interactions, opportunities, proposals and projects over the web and on mobile devices. Insightly continues to grow globally and is available on the web at Insightly.com, for iOS devices in iTunes, and for Android devices on Google Play. Insightly is based in San Francisco.
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