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What is Zoho Marketing Plus?

Zoho Marketing Plus is a unified marketing platform designed to help modern marketing teams manage strategy, execution, collaboration, and performance measurement in one place. It combines multiple marketing functions—email marketing, social media management, marketing automation, webinars, surveys, events, website optimization, and analytics—into a single, integrated workspace. One of the platform’s core strengths is its ability to provide a consolidated view of marketing performance. With real-time dashboards, teams can track campaign metrics, budgets, expenses, and overall ROI across channels without switching between tools. This unified reporting helps marketing leaders understand what is working, optimize spend, and demonstrate impact more effectively. Zoho Marketing Plus also emphasizes team collaboration and operational control. Marketing teams can manage multiple brands, assign roles and permissions, plan campaigns using project management tools, and track execution using tasks, Kanban boards, and timelines. A centralized asset library ensures that brand materials, creatives, and documents remain organized and accessible. The platform includes contact management and automation capabilities that allow teams to deliver personalized, consistent experiences across customer touchpoints. Ready-made workflows and journey templates help automate repetitive tasks and scale engagement efforts efficiently. Overall, Zoho Marketing Plus is well suited for growing teams and organizations looking to streamline their marketing stack, improve cross-team collaboration, and gain clearer visibility into marketing performance across channels.

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.

Media

Media

Integrations Supported

Zoho Marketing Automation

Integrations Supported

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

API Availability

API Availability

Has API

Pricing Information

$25 per month
Zoho Marketing Plus offers a paid plan starting at just $25 per month. You can also try the product with a 15-day free trial
Free Trial Offered?

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.

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
24 Hour 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

Zoho

Date Founded

1996

Company Location

India

Company Website

www.zoho.com/marketingplus/

Company Facts

Organization Name

Unify

Date Founded

2008

Company Location

United States

Company Website

unifycrm.com

Categories and Features

Brand Management

Approval Process Control
Asset Management
Change Management
Project Management

Campaign Management

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

Marketing

Not specified

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Marketing Automation

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

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

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