Comparison Summary
This comparison report of Freshsales vs. Doxim CRM is based on a specific set of business needs and context. The comparison uses 8840 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Freshsales and Doxim CRM
Freshsales, Doxim CRM, Pipeline CRM, Agile CRM, etc., 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.
Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow Management with E-Mail, Lead Management with E-Mail, etc.
Doxim CRM focuses on Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.
"By automating emails and tasks, Intelligent Workflows in Freshsales ensure all leads and deals are managed efficiently. The flow-on effect of this means absolutely no leads or deals are mismanaged, making the team more productive and, of course, cau...sing an increase in sales. " - Patrick Barnes
"Doxim Client Onboarding was chosen because of its ability to automate some of the account opening/update functions within our business. " - Alan Rees
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.
About
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
CRM for Financial Services
Age
2010
Financials
SERIES H
M&A
Business Need
Total Processes
(we found evidences for)
107
38
Total Goals
(we found evidences for)
13
8
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Improve efficiency
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Improve internal communications
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Improve ROI
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Improve visibility
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Scale best practices
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Enter new markets internationally or locally
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Improve stakeholder relations
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Grow market share
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Launch new products
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Shorten ramp up time
- See 10 more
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Improve internal communications
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Manage risk
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Improve ROI
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Improve efficiency
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Improve visibility
- See 5 more
Top Channels
Channels Used
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promotions
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mobile
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phone calls
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mobile app
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website
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omnichannel
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offline
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on premises
- See 5 more
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promotions
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mobile
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phone calls
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mobile app
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website
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omnichannel
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offline
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on premises
- See 5 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
