Doxim Testimonials

"We successfully rolled out CRM to over 1,100 users and eliminated 11 redundant systems which had been used to provide CRM functionality. We now have simpler and more consistent processes for recording member interactions and tracking referrals, which will allow us to provide a high quality advisory experience for our members, across all lines of business."

"Doxim allows us to think outside the box! They’ve allowed us to come up with ways to reduce internal workload, become more green, and cut costs. And they are almost an “invisible vendor” in the sense that Doxim just handles things without needing too much oversight. In that sense, its a seamless relationship – everything is automated and the work is out of our credit union’s hands, and into those of a trusted vendor."