Comparison Summary
This comparison report of Insightly CRM vs. Doxim CRM is based on a specific set of business needs and context. The comparison uses 11687 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and Doxim CRM
Insightly CRM, Doxim CRM, Freshsales, Pipeline 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.
Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.
Doxim CRM focuses on Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.
"We've improved sales velocity, access to actionable insights, and saved 20% by switching to Insightly’s unified CRM and marketing platform. " - Keith Gardner
"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
CRM Software for Gmail, G Suite and Outlook.
CRM for Financial Services
Age
2009
Financials
PRIVATE
M&A
Business Need
Total Processes
(we found evidences for)
108
38
Total Goals
(we found evidences for)
13
8
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- 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
