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What is Unify CRM?

The comprehensive Unify mortgage platform equips you with everything necessary to expand your business effectively. Designed specifically for mortgage professionals, Unify supplies essential software that enables growth and success in the industry. You can oversee vital customer relationships, automate marketing efforts, and track leads seamlessly, all within a single user-friendly interface tailored for mortgage experts. With features like Mortgage Inquiry Alerts, you are notified when your contacts apply for loans with competitors, giving you an opportunity to engage with them and retain their business. The convenient Unify mobile application allows for easy management of contacts and leads, along with setting reminders and accessing important loan information. It also empowers you to create marketing materials, such as flyers and videos, to enhance your outreach. Everything you require for effective customer relationship management is conveniently available at your fingertips. Building a successful mortgage CRM business takes considerable time and effort, which is often challenging for busy mortgage professionals. Unify was specifically designed to support professionals like you in attracting new leads while maintaining strong client relationships, ensuring your business continues to thrive. By utilizing Unify, you can streamline your processes and focus more on what truly matters—serving your clients.

What is Magic Robot Campaign Influence Analyzer?

Discover the Effects of Marketing Campaigns Using Salesforce. The Campaign Influence Analyzer and Contact Role Creator is an innovative application that facilitates the assessment of how your marketing initiatives assist sales teams in closing deals. This tool not only complements existing marketing automation platforms like Marketo, Eloqua, and HubSpot but also significantly boosts their analytical and reporting functionalities. Users can analyze and compare various campaigns or focus on a particular one, which includes projecting the outcomes of future campaigns. It allows team members to act as proficient analysts without the burden of training sales personnel on the consistent entry of lead sources, designation of primary campaigns, or assigning contact roles during opportunity creation, as Magic Robot streamlines these processes. Furthermore, the Influence Analyzer supports all three categories of currency management in Salesforce, accommodating historical exchange rate changes. By understanding which campaigns and communications effectively enhance the sales pipeline and which do not, you can replicate successful strategies and optimize your investments. This tool not only simplifies the analysis but also directs attention towards strategic marketing priorities, fostering a more data-driven approach to decision-making. In essence, it serves as a key asset in refining marketing strategies and improving overall sales performance.

Media

Media

Integrations Supported

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

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

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.

Pricing Information

$6,500 per year
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Online Training

Company Facts

Organization Name

Unify

Date Founded

2008

Company Location

United States

Company Website

unifycrm.com

Company Facts

Organization Name

Magic Robot

Date Founded

2014

Company Location

United States

Company Website

magicrobot.com

Categories and Features

Campaign Management

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

Content Marketing

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

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

eLearning Authoring Tools

Content Import / Export
Interactive Content
Template Management
Video Management

Email Marketing

Auto-Responders
CAN SPAM Compliance
Drip Campaigns
Dynamic Content
Event Triggered Email
Landing Pages/Web Forms
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM

Account Alerts
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Loan Origination

Compliance Management
Customer Database

Marketing Automation

Analytics / ROI Tracking
Content / Blogging Platform
Customizable CTAs
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing

Mortgage and Loans

Client Database
Contact Management
Pipeline Management
Refinance Management
Residential Mortgages

Categories and Features

Campaign Management

Channel Management
Multi-Campaign

Marketing Automation

Analytics / ROI Tracking

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