Doxim CRM vs. Wealthbox CRM
Doxim CRM vs. Wealthbox CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Doxim CRM | 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 | |
 Wealthbox CRM | N/A | Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows. | N/A |
| Doxim CRM | Wealthbox CRM | |||||||||||||||
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| Editions & Modules | No answers on this topic | No answers on this topic | ||||||||||||||
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| Entry-level Setup Fee | No setup fee | No setup fee | ||||||||||||||
| Additional Details | — | — | ||||||||||||||
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| Doxim CRM | Wealthbox CRM |
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| Doxim CRM | Wealthbox CRM | |
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| Small Businesses |  Affinity CRM Score 9.4 out of 10 | Affinity CRM Score 9.4 out of 10 |
| Medium-sized Companies | No answers on this topic | No answers on this topic |
| Enterprises | No answers on this topic | No answers on this topic |
| All Alternatives | View all alternatives | View all alternatives |
| Doxim CRM | Wealthbox CRM | |
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| Likelihood to Recommend | - (0 ratings) | 8.0 (1 ratings) |
| Doxim CRM | Wealthbox CRM | |
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| Likelihood to Recommend |  Doxim No answers on this topic | Starburst Labs
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| Pros | Doxim No answers on this topic | Starburst Labs
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| Cons | Doxim No answers on this topic | Starburst Labs
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| Alternatives Considered | Doxim No answers on this topic | Starburst Labs
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| Return on Investment | Doxim No answers on this topic | Starburst Labs
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