Unify CRM

Unify is a comprehensive mortgage CRM software that allows professionals in the mortgage industry to increase efficiency. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. Alongside the main category they mention CRM and Robotics. They are a small team, 11 to 50 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Unify CRM is based in Rockville, Minnesota and founded in 2008. You can read more at unifycrm.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Get the renewal terms in writing before the first invoice.

If you have worked with Unify CRM, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.