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What is Market Key?

CRM systems are characterized by a range of essential functions including automation, calendar organization, detailed reporting, email integration, video email options, power dialing and recording features, invoicing capabilities, data enrichment tools, tracking systems, two-way texting, management of gifts and gift cards, direct mail options, ringless voicemail, pipeline oversight, form development, and skip tracing along with verification methods. In addition, homeowner information typically covers full names, email addresses, phone numbers, length of residence, distinctions between ownership and rental status, home valuations, income brackets, credit scores and ranges, as well as significant dates. These functionalities and data insights play a vital role for businesses striving to improve their customer relationship management and enhance operational efficiency. By leveraging these tools effectively, organizations can not only optimize their interactions with clients but also make informed decisions based on the comprehensive data available to them.

What is Cimmaron Mortgage Manager?

CRM solutions tailored for mortgage professionals come equipped with a diverse array of innovative marketing materials. You will find pre-designed drip campaigns that are immediately applicable, alongside two monthly newsletters designed to engage clients and referral partners effectively. Two-way text messaging enhances your communication with contacts, fostering stronger relationships. Cimmaron provides numerous ready-to-use eCards suitable for various occasions, ranging from birthdays to significant holidays. Additionally, you can create and distribute videos as part of your email marketing strategy. Co-branding in your marketing efforts is made effortless, allowing for collaborative branding opportunities. Performance tracking is simplified through metrics such as open rates, conversions, and click-through rates. A single user has the capability to oversee marketing efforts for an entire branch or even a larger organization. The software seamlessly integrates with all leading lead providers, predictive dialers, and other essential tools. You can establish custom business rules to streamline lead distribution and ensure the right leads reach the right people. Automated lead delivery notifications keep you informed on both desktop and mobile devices, while you can also set up shark tanks to automatically reallocate leads based on their response times. This comprehensive approach not only enhances efficiency but also maximizes the potential for business growth.

Media

No images available

Media

Integrations Supported

Calyx Point
Cloudvirga
Encompass
Sales Boomerang

Integrations Supported

Calyx Point
Cloudvirga
Encompass
Sales Boomerang

API Availability

Has API

API Availability

Has API

Pricing Information

$179.99
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Market Key

Date Founded

2024

Company Location

United States

Company Website

marketkey.io

Company Facts

Organization Name

Cimmaron Software, Inc.

Date Founded

1999

Company Location

San Diego, CA, United States

Company Website

www.cimmaronsoftware.com

Categories and Features

CRM

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

Categories and Features

Financial CRM

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

Mortgage and Loans

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

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