Doxim CRM was designed to meet specific needs of Banks and Credit Unions. Experience the benefits of CRM created specifically for you. Automate personalized sales and service offers at all touch points. Empower staff with a 360 view of customer activities and interactions. Develop a deeper understanding of your customer base, and take action to increase revenue and loyalty. Integrates fully with the Doxim Customer Engagement Platform for end-to-end customer experience management. Learn more about Doxim CRM+
Compare Bricknode Broker и Method CRM
Take a look at comparison of based on the customers reviews. The rating is calculated in real time from reviews of customers.
Starting price | from 1 usd. | from 1 usd. |
Who this service is for |
Instant cloud based platform for operating your financial brokerage business, with back-end, client-facing, and advisor features. |
A QuickBooks CRM platform, Method seamlessly syncs with your QuickBooks data, offering a shared source of truth across your organization. With Meth... Read more |
Rating | ||
Financial CRM software features |
Relationship Tracking
Team Assignments
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Relationship Tracking
Team Assignments
|
Accounting software features |
Expense Tracking
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Expense Tracking
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Commercial Loan software features |
Pipeline Management
Lead Management
|
Pipeline Management
Lead Management
|
Accounting Practice Management software features |
Client Management
|
Client Management
|
Sales Tracking software features |
Activity Dashboard
|
Activity Dashboard
|
AIOps Platforms software features |
Alerts/Notifications
|
Alerts/Notifications
|
Plumbing software features |
Customer Database
|
Customer Database
|
Proposal Management software features |
Contact Management
|
Contact Management
|
Interface screenshot |
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Desktop & Mobile Platforms |
Cloud-hosted / box software |
Cloud-hosted / box software Application |
Support | Working hours, Online | Working hours, Online |
Training |
Documentation
Webinars
Personal
Online
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Documentation
Webinars
Personal
Online
|
Reviews |
Be ahead! |
For the Technology saavy users, must be advanced IMO Benefits: This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you... Read more This program was very attractive from the demo and the support. It is VERY detailed with the tables and import/export options. I recommend if you get this program that you have a team that is similar to a programmer on the backend to help set up uniqie to your desires. Drawbacks: The set up is time consuming. There are way more options in the forms and table that one can ever use in a single entity. Our team is very techy ... Read more Summary: Good experience overall. Thei customer support and tutorials to help are excellent. This was made for dummies Benefits: I found the total integration with QuickBooks was the best compared to other products I have looked at . Drawbacks: At this point in time I cannot find a fault worth mentioning Summary: Prone to Critical Errors, Only useful for small, simple businesses Benefits: Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized... Read more Within the scope of their features, Method CRM provides a highly customizable experience - The UI of every page in your dashboard can be customized granularly, and building custom applications on the platform is limitless... If you know what you're doing. Drawbacks: First and foremost - Your Method instance BREAKS if you delete a custom lookup field. As long as you know not to delete anything, you'll be saved f... Read more Summary: Method CRM is a powerful platform for simple businesses. Their integration with Quickbooks makes accounting very easy for businesses looking to use... Read more |
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Excellent CRM to customize with Great Customer Support
Benefits:
This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize th... Read more
This is one of the best CRM that works well with QuickBooks. You can take the help of your in-house developers or the support team to customize the CRM based on your requirement. They have an excellent support team to resolve any minor issues that you face during customization. They provide a wide range of features with great navigation. You can customize and create multiple reports as per requirement. Overall a great CRM tool I would recommend to all.
Drawbacks:
Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize f... Read more
Though customization is one of its great features still you need some good developer to do this. You can take the help of their team to customize for you but again it's very expensive.
Summary:
I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of develop... Read more
I have been using this CRM from last 3 years for one of our lead generation project. Initially, it took time to customize, with the help of developer we customize this as per our requirement. And after that till date, we never faced any major issues.