Unify CRM

Unify CRM

Unify
+
+

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About

Headquartered in Silicon Valley, Gupshup is a leading conversational messaging platform that enables businesses to build engaging conversational experiences seamlessly across 30+ messaging channels using a single API. Gupshup offers an easy-to-use omnichannel messaging API, advanced bot-building platform and mobile marketing tools. Gupshup's messaging platform handles over 6 billion messages per month enabling over 39,600 businesses send messages to several billion users across popular messaging channels such as SMS, Voice, WhatsApp, Mobile Web, Android RCS, Instagram, Twitter, Telegram, WeChat, FB Messenger, Slack, Viber, Skype and many more. Gupshup's constant innovation enables it to offer market leading features on its platform, enabling developers to build Interactive, Programmable and Rich omni-channel CX journeys across messaging services

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

Companies searching for a Conversational Messaging, Conversational AI, Customer Support and CPaaS solutions

Audience

Mortgage professionals

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$0.01
Usage based pricing
Free Version Supported
Free Trial 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 Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Gupshup
Founded: 2004
United States
www.gupshup.io

Company Information

Unify
Founded: 2008
United States
unifycrm.com

Alternatives

Alternatives

MyCRMDashboard Mortgage CRM

MyCRMDashboard Mortgage CRM

Continuity Programs
Chat Mitra

Chat Mitra

5.0 out of 5 stars
Surefire CRM

Surefire CRM

Top of Mind Networks
4.7 out of 5 stars
BluMortgage

BluMortgage

BluRoot
Lendesk

Lendesk

Lendesk Technologies
Bird

Bird

3.5 out of 5 stars

Categories

Categories

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

Chatbot Features

Call to Action Supported
Context and Coherence Supported
Human Takeover Supported
Inline Media / Videos Supported
Machine Learning Supported
Natural Language Processing Supported
Payment Integration Supported
Prediction Supported
Ready-made Templates Supported
Reporting / Analytics Supported
Sentiment Analysis Supported
Social Media Integration Supported

Conversational AI Features

Code-free Development Supported
Contextual Guidance Supported
For Developers Supported
Intent Recognition Supported
Multi-Languages Supported
Omni-Channel Supported
On-Screen Chats Supported
Pre-configured Bot Supported
Reusable Components Supported
Sentiment Analysis Not Supported
Speech Recognition Not Supported
Speech Synthesis Not Supported
Virtual Assistant Not Supported

Conversational Marketing Features

Appointment Scheduling Supported
Audience Segmentation Not Supported
Chatbot Supported
Email Automation Not Supported
Group Messaging Not Supported
Human Handover Supported
Lead Distribution Not Supported
Lead Qualification Supported
Mobile Messaging Supported
Multi-Channel Communication Supported
Product Recommendations Not Supported
Video Chat Not Supported

WhatsApp Marketing Features

Alerts Supported
API Supported
Autoresponder Supported
Bulk Messaging Not Supported
Campaign Management Supported
Contact Management Supported
Multi-Language Support Supported
Reporting / Analytics 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

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

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

BoldDesk Supported
BytePhase Supported
Calyx Point Not Supported
CampX Supported
Encompass Not Supported
Facebook Not Supported
Kylas Supported
LendingPad Not Supported
LinkedIn Not Supported
OSE Not Supported
PubNub Supported
Quickwork Supported
Salesforce Supported
Sell.Do Supported
Stackreaction Supported
SuprSend Supported
Tookan Supported
TrustEngine Not Supported
Truto Supported
X (Twitter) Not Supported

Integrations

BoldDesk Not Supported
BytePhase Not Supported
Calyx Point Supported
CampX Not Supported
Encompass Supported
Facebook Supported
Kylas Not Supported
LendingPad Supported
LinkedIn Supported
OSE Supported
PubNub Not Supported
Quickwork Not Supported
Salesforce Not Supported
Sell.Do Not Supported
Stackreaction Not Supported
SuprSend Not Supported
Tookan Not Supported
TrustEngine Supported
Truto Not Supported
X (Twitter) Supported
Claim Gupshup and update features and information
Claim Gupshup and update features and information
Claim Unify CRM and update features and information
Claim Unify CRM and update features and information