“Doxim e-Brochures have allowed us to seamlessly move our in-branch marketing collateral into the electronic realm, saving on printing costs while improving our messaging. Our staff has fully adopted Doxim e-Brochures because the system is easy to use and they can customize individual messages to our members, helping to build stronger relationships.”
“The financial advisors sent out generic emails in the past, so they wanted to add a personal touch. They really liked the fact that with Doxim e-Brochures, you can add custom text to the beginning of the electronic brochure’s message to give it that extra personalization.”

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.











