Doxim CRM vs. Zinnia SmartOffice

Doxim CRM

0 Reviews and Ratings

Zinnia SmartOffice

Zinnia SmartOffice

9 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Doxim CRM	Score 0.0 out of 10	N/A	Doxim’s financial services CRM software provides staff with a complete view of customer information in a central source to enable customer retention and success by putting actionable customer data right at staff members’ fingertips. The vendor states that with it, customer service reps can access a record of every interaction a customer has had with staff members across all channels, which eliminates the need for customers to explain issues multiple times, and enables CSRs to resolve issues…	N/A
Zinnia SmartOffice	Score 7.0 out of 10	N/A	Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.	$70 per month per user

Pricing

Doxim CRM

Zinnia SmartOffice

Editions & Modules

No answers on this topic

Single User Performance License: $70
per month Single User
Advisor Bundle: $135
per month Up to 2 user licenses
Producer Bundle: $275
per month Up to 5 user licenses

Offerings

Pricing Offerings
Doxim CRM	Zinnia SmartOffice
Free Trial
No	Yes
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	Yes

Entry-level Setup Fee

No setup fee

Optional

Additional Details

—

—

More Pricing Information

Best Alternatives
	Doxim CRM	Zinnia SmartOffice
Small Businesses	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
Medium-sized Companies	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
Enterprises	Creatio Score 9.1 out of 10	Creatio Score 9.1 out of 10
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Doxim CRM	Zinnia SmartOffice
Likelihood to Recommend	- (0 ratings)	7.5 (2 ratings)

User Testimonials
	Doxim CRM	Zinnia SmartOffice
Likelihood to Recommend	Doxim No answers on this topic	Zinnia It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word. Incentivized SH Stephen Hartmann President Read full review
Pros	Doxim No answers on this topic	Zinnia organized user friendly effective helpful transparent Incentivized Verified User Anonymous Read full review
Cons	Doxim No answers on this topic	Zinnia The interface could be more user friendly Some of its functionality is hard to use and/or hard to find There are alot of field that we do not use that do not appear to be able to be deleted It can sometimes be difficult to add new functionality Incentivized SH Stephen Hartmann President Read full review
Alternatives Considered	Doxim No answers on this topic	Zinnia While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change Incentivized SH Stephen Hartmann President Read full review
Return on Investment	Doxim No answers on this topic	Zinnia organization productivity effeciency Incentivized Verified User Anonymous Read full review
ScreenShots