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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 ProCampaign?

ProCampaign is a robust Customer Engagement platform designed for global enterprises, enabling them to handle over 100 million customer profiles across more than 50 nations. This solution facilitates campaign management, customer lifecycle management, and CRM tailored for B2C and digital commerce sectors. The SaaS platform effectively consolidates customer profiles and enriches them with every interaction. With ProCampaign, users can oversee various facets of the customer lifecycle, transforming potential leads into dedicated clients. Additionally, ProCampaign offers a diverse array of integrated features and open interfaces that simplify the integration process with other systems, ensuring a seamless experience for businesses. This versatility makes ProCampaign an invaluable asset for companies looking to enhance their customer engagement strategies.

Media

Media

Integrations Supported

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

Integrations Supported

Motionlab
Personalizard

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

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard 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

Unify

Date Founded

2008

Company Location

United States

Company Website

unifycrm.com

Company Facts

Organization Name

Consultix

Date Founded

1994

Company Location

Germany

Company Website

www.consultix.net

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

Email Marketing

A/B Testing
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

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

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