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Doxim CRM vs Referral Maker CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Doxim CRM low Failure Risk for Referral Maker CRM medium
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Comparison Summary

This comparison report of Doxim CRM vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 753 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Doxim CRM and Referral Maker CRM

Doxim CRM, and Referral Maker CRM 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.

Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

"We wanted a situation where the member tells the story once, and all our teams and channels wrap themselves around the member. " - Matt Welykholowa

"The Referral Maker app has saved me SEVERAL times when I'm on the go and need a client's phone number or email. It's so easy and quick to pull up a client and with 1 tap on the phone number link and you are making the call. Thanks so much for such a... fantastic tool! " - Amy Graham Lincoln City, OR

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

Doxim CRM is better than Referral Maker CRM for

Software Failure Risk

  • low

logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

About

CRM for Financial Services

Real estate CRM with lead generation tool offering realtor training and support

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

38

35

Total Goals
(we found evidences for)

8

3

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (85)

Read Reviews (8)

engaging and following up

Read Reviews (40)

Read Reviews (8)

training & onboarding

Read Reviews (18)

Read Reviews (2)

campaign management

Read Reviews (12)

Read Reviews (1)

campaign analytics

Read Reviews (2)

Read Reviews (0)

personalized marketing

Read Reviews (8)

Read Reviews (0)

customer feedback management

Read Reviews (6)

Read Reviews (1)

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 (0)

segmentation and targeting

Read Reviews (5)

Read Reviews (0)

sales document management

Read Reviews (4)

Read Reviews (3)

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 (1)

pipeline management

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (2)

Read Reviews (34)

loyalty management

Read Reviews (2)

Read Reviews (0)

performance management

Read Reviews (2)

Read Reviews (0)

communication management

Read Reviews (1)

Read Reviews (5)

helpdesk management

Read Reviews (1)

Read Reviews (3)

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

  • Enter new markets internationally or locally

  • Grow market share

Top Channels

Channels Used

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

  • phone calls

  • e-mail

  • video

  • newsletter

  • mobile

  • mobile app

  • print media

  • magazine

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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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