Unify CRM vs. Square Marketing

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.

Square Marketing provides an all-in-one solution designed to attract customers to both physical and online stores, whether you're looking to highlight in-store events, introduce new products, or promote special time-sensitive deals. You have the flexibility to choose from a variety of campaign formats and templates that align with your unique business goals. Let Square take care of your marketing tasks, allowing you to focus more on running your business efficiently. Once you complete the initial setup, you can easily initiate automated campaigns to welcome new customers, celebrate their birthdays, re-engage lapsed shoppers, and remind consumers of items left in their carts, among various other strategies. The effectiveness of these campaigns can be effortlessly tracked through your Square Dashboard, providing valuable insights. In addition, the Square Customer Directory acts as a free customer relationship management (CRM) tool that integrates seamlessly with your Square Point of Sale, offering a comprehensive view of your customer base. This directory enables you to maintain customer information, evaluate their interactions with your business, and categorize them into custom groups based on their purchasing patterns, all in one accessible location. Moreover, the integration of the Square Customer Directory with Square Marketing amplifies your outreach efforts, ultimately leading to stronger connections with your clientele. By taking advantage of these robust features, you can substantially enhance your marketing initiatives and foster better customer relationships over time.