# Doxim Customer Engagement Platform Reviews **Vendor:** Doxim **Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Average Rating:** 4.4/5.0 **Total Reviews:** 13 ## About Doxim Customer Engagement Platform Doxim Customer Engagement Management (CEM) is a suite of solutions purpose-built for community banks and credit unions – with modules for both in-branch and self-serve, for retail and business customers. The modules in CEM guide you through the process of onboarding clients, opening accounts, originating loans, and managing customer information and documents – delivering maximum productivity, customer satisfaction, revenue and profitability. With the Doxim Account Opening solution you can streamline, accelerate, and modernize your account opening processes. From gathering required information to successfully onboarding customers, selecting desired products, and generating the required documentation. This end-to-end solution automatically guides the account opening process and allows your customer-facing team to deliver a seamless and speedy experience – opening accounts in 5 minutes or less. Explore our modules for in-branch or self-serve engagement, for retail or business customers. With the Doxim Loan Origination solution you can originate retail or commercial loans, performed by in-branch staff or retail consumers. Financial institutions that are struggling with inefficient paper-based processes can digitize and automate the lending process, reduce errors, accelerate speed, while providing greater convenience for customers. Explore our modules for retail or business customers. With Doxim CRM you can build and maintain great relationships with new and existing customers by providing staff with a 360 view of client information and giving them efficient tools to manage all engagements, referrals, opportunities, and conversations, all in one place. ## Doxim Customer Engagement Platform Reviews ### 1. Good experience with great learnings **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** October 15, 2022 **What do you like best about Doxim Customer Engagement Platform?** Comfortable Easy to understand Compatible **What do you dislike about Doxim Customer Engagement Platform?** No issues with platform so no dislike for the same **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** Improve customer experience Improve cross sell Sell activity goes high ### 2. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Anant T. | Business Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Doxim Customer Engagement Platform?** Its user interface is good and intuitive **What do you dislike about Doxim Customer Engagement Platform?** The customer support team takes the long issues then expected it needed to fix issues quickly **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** The flexibility to manage business ### 3. Doxim is a perfect enhancer of Customer journey **Rating:** 4.0/5.0 stars **Reviewed by:** Kiran R. | Consultant, i-Global Consumer Banking, Enterprise (> 1000 emp.) **Reviewed Date:** October 23, 2022 **What do you like best about Doxim Customer Engagement Platform?** Doxim provides a seamless customer journey experience irrespective of the initiating channel. This makes the user easily navigate and choose the relevant financial products **What do you dislike about Doxim Customer Engagement Platform?** An aggressive scalability can help Doxim reach more financial institutions. The interface of advisor assisted journey can be further enhanced to the maximum capability **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** Doxim helps to build a comprehensive suit that covers the entire financial lifecycle of a lending institution. This helps in Bank focus on their core business rather than worry about technological competence ### 4. One stop solution for all my financial doubts! **Rating:** 4.5/5.0 stars **Reviewed by:** Mohammad A. | Research scholar, Mid-Market (51-1000 emp.) **Reviewed Date:** October 18, 2022 **What do you like best about Doxim Customer Engagement Platform?** The most helpful things that doxim customer engagement platform provides is that the it is the one stop solution for all my financial doubts as it provides business analytics and consulting as well as content management which helps me a lot. **What do you dislike about Doxim Customer Engagement Platform?** There is only one complaint about this system is that it still is very minor and not a web based solution whereas many competitors of it is flourishing just because they are web based **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** The doxim customer engagement platform is solving my problems like generating documents which saves a lot of my staff's time so that they can focus elsewhere rather than doing just paperwork and also it's content management and business analytics are also very helpful ### 5. Fantastic CRM with some great features **Rating:** 4.0/5.0 stars **Reviewed by:** Badal P. | Software Quality Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Doxim Customer Engagement Platform?** Doxim's ACE solution is by far the best solution for a CRM system. They take a very collaborative approach when it comes to developing the product and it truly is , in many respects a solution for credit unions by credit unions. **What do you dislike about Doxim Customer Engagement Platform?** Only point I want to raise about the system and it's extremely minor ,is that it's does not offer support for android and iphone devices and also for windows desktop. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** Nvada business the documents and in future enables staff to focus on the member rather than paper work and the automation of the campaign manager house manager Gate large amounts of task out quickly. The user interface is very smooth and straightforward and easy to use. ### 6. Review for Doxim Customer Engagement Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Harsh V. | Developer, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** October 08, 2022 **What do you like best about Doxim Customer Engagement Platform?** Doxim Customer Engagement Platform is an all-in-one CRM platform where customer engagement has been digitized. Using Doxim, you can manage consumer engagement in financial services using on-demand self-service or any personalized expert advice whenever needed. **What do you dislike about Doxim Customer Engagement Platform?** Although the platform itself has many features for providing very well customer engagement, the CRM has less capability for using in integration. Also, we faced some issues while using some custom APIs as well. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** From customer onboarding to managing existing customers, Doxim provides excellent services in terms of account management, financial and loan services management, Statements and content management via dashboards, etc. All these features have benefitted us significantly. ### 7. Intelligent Customer management Tool powered by cloud solutions. **Rating:** 4.0/5.0 stars **Reviewed by:** Tejas A. | Azure Security Engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** October 12, 2022 **What do you like best about Doxim Customer Engagement Platform?** Doxim Customer Engagement Platform has cloud-powered solution, It helps the financial institutions to progress sales, manage customer information and improve customer engagement! **What do you dislike about Doxim Customer Engagement Platform?** Doxim CRM is an intelligent tool but lacks on providing Video content and relevant documents, making it disadvantageous in the learning and delivery experience. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** I had the privilege to work on this platform in my previous organization as a user and found it easy to use and navigate and store information when required. I tried to solve the documentations requirement by creating several articles and enabling linkage between the existing data. ### 8. Excellent Product **Rating:** 4.5/5.0 stars **Reviewed by:** Caity R. | Social Media Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2022 **What do you like best about Doxim Customer Engagement Platform?** User interface is easy to use, straightforward, and quick to learn. Customer service is always prompt and easy to track down. It's more powerful and flexible than competitors. **What do you dislike about Doxim Customer Engagement Platform?** Everything works well. Our team never had any complaints. Customer service would walk us through any issue we had, and generally, those issues were on our end. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** The automation feature helps get tasks done quickly and efficiently. Customer service is prompt and very helpful. The team is more productive using this tool. Our tasks are performed quicker. ### 9. Best customer engagement platform **Rating:** 4.0/5.0 stars **Reviewed by:** Manisha V. | Project manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Doxim Customer Engagement Platform?** The best part of doxim customer engagement platform is that it allows the staff to focus on value added activities by providing efficient processes to save time. **What do you dislike about Doxim Customer Engagement Platform?** The thing which can be improved about this app is the 24/7 availability of the help center personnel and also inclusion of frequently asked questions and forums to enhance and improve customer experience **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** It helps to management of financial problems and also include interaction tracking and marketing automation and also helps in documents storage with ease of use to customer as it's USP. ### 10. Perfect application for building good engagement strategy **Rating:** 5.0/5.0 stars **Reviewed by:** Arshdeep K. | Permanent Member- Department of Academic Affairs Committee- PG programs, Small-Business (50 or fewer emp.) **Reviewed Date:** October 11, 2022 **What do you like best about Doxim Customer Engagement Platform?** Its increased speed, business agility, insights, and to target / personalize communications for increased loyalty, cross-sell and upsell, and wallet share. **What do you dislike about Doxim Customer Engagement Platform?** Can be expensive at times for companies to afford in the challenging times **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** Increased Email Delivery & Response >95% delivery rates 47% click rate on delivered emails for eSignature eConsent campaign resulted in 6% adoption growth for delivered emails and 14% adoption for opened emails ### 11. Best Customer Engagement Platform **Rating:** 5.0/5.0 stars **Reviewed by:** JITENDER B. | Data Scientist, Mid-Market (51-1000 emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Doxim Customer Engagement Platform?** Very much client oriented, it lets the clients consume information in the way they want, on the device they choose at the time they need. **What do you dislike about Doxim Customer Engagement Platform?** Nothing as such. Everything is great on this platform. One of the best in the industry. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** Doxim provides efficient processes to save our staff time, asks for very crisp information from users, no repetative inputs. ### 12. Easy and smart **Rating:** 3.5/5.0 stars **Reviewed by:** Jérôme M. | Employé de commerce, Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2022 **What do you like best about Doxim Customer Engagement Platform?** It's relatively easy to use even for a beginner. **What do you dislike about Doxim Customer Engagement Platform?** Sometimes difficult to find a specific information. Network can be a little bit low. the graphics of the platform is a bit low. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** To manage all communication of customers. More faster services for myself ### 13. A good CEP to go for! **Rating:** 4.5/5.0 stars **Reviewed by:** Vaibhav W. | Senior Data Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 06, 2022 **What do you like best about Doxim Customer Engagement Platform?** A good CEP to go for, used it for my business and found it very useful. **What do you dislike about Doxim Customer Engagement Platform?** Nothing to mention, It's very useful. Solves all customer engagement related problems. **What problems is Doxim Customer Engagement Platform solving and how is that benefiting you?** Solving all problems related to customer engagement, a go-to platform for all customer engagement-related activities. - [View Doxim Customer Engagement Platform pricing details and edition comparison](https://www.g2.com/products/doxim-customer-engagement-platform/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-24+13%3A09%3A07+-0500&secure%5Bsession_id%5D=39244795-9a33-4bf2-8541-41424b65c366&secure%5Btoken%5D=ddc285cb446209d7107c5360520b1fe85ae2620d023081c0be654a61fe13e3ed&format=llm_user) ## Doxim Customer Engagement Platform Features **Process Automation** - Onboarding Flow Management - E-Signature - Data Capture - Auto-Capture **Agentic AI - Loan Origination** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making **Content** - Automation **Identity Verification** - ID Scanning - KYC - Credit Check **Agentic AI - Digital Customer Onboarding** - Decision Making **Platform Additional Functionality** - Pre-Built Connectors - Dashboard - Cloud - Mobility - Messaging **Platform Reporting and Analytics** - Reporting - Forecasting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Support Analytics **Marketing Automation** - Campaign Management - Lead Management - Marketing Analytics **Sales Force Automation** - Pipeline Management - Task Management - Product and Price List Management - Quote and Order Management - Contract Management **Agentic AI - Financial Services CRM** - Decision Making ## Top Doxim Customer Engagement Platform Alternatives - [TeamSupport](https://www.g2.com/products/teamsupport/reviews) - 4.4/5.0 (877 reviews) - [Maximizer](https://www.g2.com/products/maximizer/reviews) - 4.0/5.0 (643 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) - 4.3/5.0 (265 reviews)