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Doxim CRM vs EveryAction: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Doxim CRM low Failure Risk for EveryAction medium
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Comparison Summary

This comparison report of Doxim CRM vs. EveryAction is based on a specific set of business needs and context. The comparison uses 1544 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and EveryAction

Doxim CRM, and EveryAction belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Doxim CRM covers Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.

EveryAction focuses on Engagement Management with Offline, Communication Management with E-Mail, Helpdesk Management with Phone Calls, Event Management with Offline, etc.

"All told, the pilot turned out to be a resounding success. We are now expanding the solution within the leasing business unit as well as showcasing the benefits of Doxim document imaging to other departments. The interest is strong and I would antic...ipate that many other areas of the business will be looking to take advantage of this capability in the very near future. " - Paul Hood

"With the integration of email creation and database analytics that EveryAction provides, it’s really easy to get that complete donor picture that you’re always looking to have as a fundraiser, and that is huge and really important. In terms of our e...mail fundraising, the secret sauce is the power of our mission combined with having a tool that is able to reach people and then tell us the analytics and scoring on the back end. " - Crystal Schanette

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Doxim CRM

Focus area

Software Failure Risk

  • low

logo EveryAction

Focus area

EveryAction is better than Doxim CRM for

Software Failure Risk

  • medium

About

CRM for Financial Services

Digital, Fundraising, & Organizing Tools on a Unified CRM.

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

38

48

Total Goals
(we found evidences for)

8

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (85)

Read Reviews (77)

engaging and following up

Read Reviews (40)

Read Reviews (76)

training & onboarding

Read Reviews (18)

Read Reviews (11)

campaign management

Read Reviews (12)

Read Reviews (10)

campaign analytics

Read Reviews (2)

Read Reviews (6)

personalized marketing

Read Reviews (8)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (5)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

measuring net promoter score

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (6)

Read Reviews (4)

segmentation and targeting

Read Reviews (5)

Read Reviews (12)

sales document management

Read Reviews (4)

Read Reviews (2)

relationship management

Read Reviews (4)

Read Reviews (1)

contact list management

Read Reviews (3)

Read Reviews (7)

products & pricelist management

Read Reviews (3)

Read Reviews (0)

pipeline management

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (2)

Read Reviews (0)

loyalty management

Read Reviews (2)

Read Reviews (6)

performance management

Read Reviews (2)

Read Reviews (0)

lead qualification

Read Reviews (1)

Read Reviews (7)

lead qualification: technographic

Read Reviews (1)

Read Reviews (7)

communication management

Read Reviews (1)

Read Reviews (36)

helpdesk management

Read Reviews (1)

Read Reviews (22)

social media analytics

Read Reviews (0)

Read Reviews (8)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (13)

social media analytics

Read Reviews (0)

Read Reviews (8)

scheduling post to social media

Read Reviews (0)

Read Reviews (2)

customer case management

Read Reviews (0)

Read Reviews (7)

advocacy management

Read Reviews (0)

Read Reviews (4)

sales call management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Improve internal communications

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Manage risk

  • Improve ROI

  • Improve efficiency

  • Improve visibility

  • See 5 more

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Improve digital and social presence

  • Scale best practices

  • Increase customer life time value

  • Improve internal communications

  • Acquire customers

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • offline

  • causes and charity

  • phone calls

  • social media

  • website

  • newsletter

  • video

  • mobile

  • on premises

  • Facebook

  • omnichannel

  • trade shows

  • promotions

  • text SMS

  • events

  • See 13 more

  • e-mail

  • offline

  • causes and charity

  • phone calls

  • social media

  • website

  • newsletter

  • video

  • mobile

  • on premises

  • Facebook

  • omnichannel

  • trade shows

  • promotions

  • text SMS

  • events

  • See 13 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

low

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medium

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting