Unify CRM
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What is Unify CRM?
Unify CRM is a comprehensive, cloud-based platform designed for mortgage professionals. It streamlines lead generation, marketing automation, and client management, ensuring efficient operations and enhanced customer engagement, all while maintaining top-notch security and compliance standards.
Unify CRM Starting Price
Our Awards and Recognition
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Key Features of Unify CRM
Here are the powerful features that make Unify CRM stand out from the competition. Packed with innovative tools and advanced functionalities, this software offers a range of benefits.
- Contact Management
- Lead Management
- Sales Pipeline Management
- Email Integration
- Task Management
- Calendar Integration
- Reporting And Analytics
- Mobile Access
- Customizable Dashboards
- Workflow Automation
- Document Management
- Social Media Integration
- Customer Segmentation
- Campaign Management
- Quote Management
- Invoicing
- Customer Support Ticketing
- Third Party Integrations
- Role Based Access Control
- Data Import/export
Unify CRM Screenshots
Unify CRM Specifications
Get a closer look at the technical specifications and system requirements for Unify CRM. Find out if it's compatible with your operating system and other software.
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Explore alternative software options that can fulfill similar requirements as Unify CRM. Evaluate their features, pricing, and user feedback to find the perfect fit for your needs.
Unify CRM FAQs
What are the top 5 features for Unify CRM?
The top 5 features for Unify CRM are:
- CRM
- Marketing Automation
- Campaign Management
- Email Marketing
- Loan Origination
What type of customer support is available from Unify CRM?
The available support which Unify CRM provides is:
- Phone
What platforms does Unify CRM support?
Unify CRM supports a variety of platforms including Android.
What types of businesses does Unify CRM serve?
Unify CRM serves a wide range of businesses, including but not limited to Startups, SMEs & Enterprises.
Who are the primary competitors of Unify CRM?
The three major competitors of Unify CRM are Smarty Software, Sage CRM and Clientbook. Compare and evaluate their features, advantages, disadvantages, and other aspects to find the best option for your business.
