Unify CRM

Unify CRM

Unify
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About

We are not a CRM, we are Conversation Software. Bonzo helps business owners create conversations at scale and empower their voice through simplicity, automation, and authentic outreach. Easily build automated workflow campaigns through 5-channel follow-up, including sms, email, video, calls, and voicemails. Speak directly to your audience with custom data fields, personalizing your outreach around who they are and what they’re looking for. Respond and converse with your prospects with our mobile app, Bonzo Go. Use our proven, pre-built campaign templates to drive inbound conversations. Get up and running in minutes. Send bulk texts, emails, and voicemails to your database with just two-clicks. Easily manage your people and conversations with simplicity. Remind yourself to get back with a prospect, send documents, or follow-up. Distribute leads to team members in a round robin rotation and track the progress of each lead.

About

All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams and business owners

Audience

Mortgage professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 3.0 / 5
features 3.0 / 5
design 3.0 / 5
support 3.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Bonzo
Founded: 2019
United States
www.getbonzo.com

Company Information

Unify
Founded: 2008
United States
unifycrm.com

Alternatives

Alternatives

MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
Surefire CRM

Surefire CRM

Top of Mind Networks
HubSpot CRM

HubSpot CRM

HubSpot
SalesExec

SalesExec

ClickPoint Software

Categories

Categories

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Campaign Management Features

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Content Marketing Features

Audience Targeting
Brand Management
Campaign Management
Categorization / Grouping
Conversion Tracking
Distribution Management
Editorial Calendar
Multi-Channel Publishing
Publish Scheduling
SEO Management
Social Media Management
Video Management

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

eLearning Authoring Tools Features

Content Import / Export
Course Publishing
Gamification
Instructor-Led Courses
Interactive Content
PowerPoint Conversion
Self-Paced Courses
Storyboarding
Template Management
Test / Quiz Creation
Video Management

Integrations

Facebook
Calyx Point
Dubb
Encompass
LendingPad
LinkedIn
OSE
Slack
TrustEngine
X (Twitter)
Zapier

Integrations

Facebook
Calyx Point
Dubb
Encompass
LendingPad
LinkedIn
OSE
Slack
TrustEngine
X (Twitter)
Zapier
Claim Bonzo and update features and information
Claim Bonzo and update features and information
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Claim Unify CRM and update features and information