Doxim, a provider of customer communications management software for the financial services industry, has released a new version of Doxim CRM. This latest version extends the functionality of Doxim CRM with many features that allow clients to better manage their customer contacts, marketing campaigns and associated reports.
"Doxim CRM was designed with the needs of financial services firms in mind, and we work closely with our user community to ensure that every release meets the evolving needs of this sector," said Chris Palmer, vice president of product vision and strategy at Doxim, in a statement. "This latest version of Doxim CRM will make it easier than ever for firms to manage multichannel, personalized client communications and track their efficacy."
This release provides 30 enhancements that were requested by the very active Doxim CRM user community. Contact management received a wide variety of usability improvements, reducing the effort required to maintain accurate contact information. There is also a utility that allows firms to generate documents (like term renewal letters or other routine communications) for multiple clients at a time.
Doxim CRM now offers firms a central location to capture how clients have consented to receive email or chose to opt out of them.