Unify CRM

Unify CRM

Unify
+
+

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About

Personalize your emails to each of your contacts with dynamically tailored content to increase your open and click rates. You can use the templates that we have designed especially for you or your own custom designs. Designing beautiful reusable mailings shouldn't be a worry for you anymore. Today contacts want you to send them information when they want and on the topic they are looking for. Exclusive to the DataCrush Black version, this tool will allow you to automate to the limit of your imagination. Automate Marketing, sales or even internal processes of your company thanks to the power and flexibility that DataCrush Black offers you. Each contact is unique. Having a complete and organized database will allow you to get to know each of your contacts better, personalize your actions and obtain better results.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Marketing platform for businesses

Audience

Mortgage professionals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$16 per month
Free Version Supported
Free Trial Not Supported

Pricing

The Unify Business Growth Platform is cloud-based and Enterprise grade. Once a customized configuratoin is created, per user pricing can be cost-effectively optimized to save money.
Free Version Not Supported
Free Trial Not Supported

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:

Review this Software

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:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Datacrush
Founded: 2015
Argentina
www.datacrush.la/en/home/

Company Information

Unify
Founded: 2008
United States
unifycrm.com

Alternatives

Alternatives

Surefire CRM

Surefire CRM

Top of Mind Networks
MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
BluMortgage

BluMortgage

BluRoot
Publitrac

Publitrac

PUBLITECH
Lendesk

Lendesk

Lendesk Technologies

Categories

Categories

Content Marketing Supported
CRM Supported
Email Marketing Supported
Financial CRM Supported
Loan Origination Supported
Mortgage and Loans Supported

Marketing Automation Features

A/B Testing Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Not Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported

Marketing Automation Features

A/B Testing Not Supported
Analytics / ROI Tracking Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Supported
Customizable CTAs Supported
Drip Campaigns Not Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Lead Scoring Supported
Sales Intelligence Supported
Search Marketing Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Not Supported

CRM Features

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

Campaign Management Features

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

Content Marketing Features

Audience Targeting Supported
Brand Management Supported
Campaign Management Supported
Categorization / Grouping Supported
Conversion Tracking Supported
Distribution Management Supported
Editorial Calendar Supported
Multi-Channel Publishing Supported
Publish Scheduling Supported
SEO Management Not Supported
Social Media Management Supported
Video Management Supported

Email Marketing Features

A/B Testing Not Supported
Artificial Intelligence Not Supported
Auto-Responders Supported
CAN SPAM Compliance Supported
Customer Surveys Not Supported
Drip Campaigns Supported
Dynamic Content Supported
Event Triggered Email Supported
Image Library Not Supported
Landing Pages/Web Forms Supported
Mailing List Management Not Supported
Mobile Optimized Emails Supported
Reporting/Analytics Supported
Subscriber Management Supported
Template Management Supported
WYSIWYG Email Editor Supported

Financial CRM Features

Account Alerts Supported
Asset Management Not Supported
Expense Tracking Not Supported
Household Tracking Not Supported
Influence Tracking Not Supported
Lead Management Supported
Marketing Management Supported
Relationship Tracking Supported
Team Assignments Supported
Territory Management Supported

Loan Origination Features

Amortization Schedule Not Supported
Audit Trail Not Supported
Closing Documents Not Supported
Compliance Management Supported
Customer Database Supported
Digital Signature Not Supported
Document Management Not Supported
Fee Management Not Supported
Loan Processing Not Supported
Online Application Not Supported

Mortgage and Loans Features

Amortization Schedule Not Supported
Client Database Supported
Closing Documents Not Supported
Commercial Mortgages Not Supported
Contact Management Supported
Credit Reporting Not Supported
Customer Statements Not Supported
Document Management Not Supported
Electronic Applications Not Supported
Government Loans Not Supported
Loan Origination Not Supported
Loan Servicing Not Supported
Pipeline Management Supported
Pre-Qualification Not Supported
Refinance Management Supported
Residential Mortgages Supported

eLearning Authoring Tools Features

Content Import / Export Supported
Course Publishing Not Supported
Gamification Not Supported
Instructor-Led Courses Not Supported
Interactive Content Supported
PowerPoint Conversion Not Supported
Self-Paced Courses Not Supported
Storyboarding Not Supported
Template Management Supported
Test / Quiz Creation Not Supported
Video Management Supported

Integrations

Axis LMS Supported
Calyx Point Not Supported
Encompass Not Supported
Facebook Not Supported
LendingPad Not Supported
LinkedIn Not Supported
OSE Not Supported
TrustEngine Not Supported
X (Twitter) Not Supported

Integrations

Axis LMS Not Supported
Calyx Point Supported
Encompass Supported
Facebook Supported
LendingPad Supported
LinkedIn Supported
OSE Supported
TrustEngine Supported
X (Twitter) Supported
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