bonzo Reviews & Product Details

Fairly easy to use and has the features that you need. Review collected by and hosted on G2.com.

Bonzo is the worst CRM platform I have used. I have used Bonzo for over 3 years and have been extremely patient but you will get to a breaking point. The customer service has disappeared. I am writing this review now because, They keep charging me even after I cancelled and will not refund any portion of the overpayment. Terrible experience. Buyer beware! Review collected by and hosted on G2.com.

I like the automations with ARIVE and MMI. It makes our lives so much easier. I also like how we can send media such as photos and videos to our prospects, and the drip campaigns, I like how Bonzo has ready-made templates especially for beginners like me, it's pretty user-friendly. Review collected by and hosted on G2.com.

I think the Analytics tab still needs to improve, I'm not sure if it's accurate. Also, if Bonzo can add more automations, the better. Also, uploading videos from computer fails, as well as the pre-recorded voice mails, but Bonzo says it works fine, but it doesn't on our end so I don't know what to do with that. CSR always refers to the dev team which delays the resolution. Review collected by and hosted on G2.com.

What I like best about Bonzo is it's always adapting. The company is always looking to improve the product. While nothing will ever be perfect, all we can ask is that the platform never gets comfortable or dormant. The mortgage industry is always changing and evolving and we need our CRM to do the same. I feel like the ease of use is great. So far the customer support has been excellent for us. The more people that join the platform, the more employees they higher and the better support we all get. Review collected by and hosted on G2.com.

This is my personal problem, but I feel like there's SO many nuances about the system that I don't know yet. It's a lot to take in, but I know the benefit will be that is actually had a lot of great features that I need to understand. Review collected by and hosted on G2.com.

As someone newer to the industry, Bonzo provides so many tools all under one roof that allows me to communicate to my clients and partners seemlessly. The ease of use and custimitzation of the internal systems has enabled me to constantly refine my processes for before, during and after the transaction. This ultimately makes it easier to stay top of mind with everyone through different channels of communication such as text, call, voicemail, and video! It's so easy to implement and the CRM intergrates well with other third party apps such as my LOS. Whenever I have a question about how to set up something the customer support not only tells you but shows you the steps with a "How To" video. I am always on the go and one thing that I wanted with my CRM is a mobile app feature. Never missing a call or text from a client or partner. Lets not forget about their FB community where you can learn best practices from other Bonzo users. Ease of use, mobile friendly, and them constanty improving and adding more features is what I love most about the Bonzo platform.-- They say when you first start out to find a CRM that you frequently use and this is it! Review collected by and hosted on G2.com.

None, Bonzo listsens to its users on what they need or woluld like to improve and is constantly getting better! Review collected by and hosted on G2.com.

I love how easy it is to set up the pipelines, campaigns, and landing pages. Once all are set up, it's pretty much plug-and-play once a buyer or agent completes the landing page questions. Easy to communicate with the buyer/agent via email and text within the CRM. I do recommend Bonzo as a great communication tool. Review collected by and hosted on G2.com.

It's six months since I've had the service and my verification still hasn't been completed. My text messages are going out but not MMS or any attached pics/gifs with SMS. I paid to have a lending pad setup which has been done yet. For the mortgage side of things, Bonzo should add a POS or a custom landing page we can use as an application. Review collected by and hosted on G2.com.

Bonzo is the all you can eat platform and what I mean by that is that it offers phone, text, video and email capabilities all in one platform. I made the switch from Jungo which was a bit too much for my taste. It is also nice that Bonzo intergrates with my POS/LOS system to pull data directly into Bonzo. The system also makes it easy to create new campaigns, pipeline views and has an AD manager as well. The price of all this is really reasonable and I think Bonzo should be on the top of the list when looking for a CRM. They are always listening and trying to improve the platform. Review collected by and hosted on G2.com.

I think support sometimes takes a while to respond or get answer. I do feel like some of the extra features should just be features that come with the monthly rate you are paying (for example pipelines). For users who are looking for a plug and play type CRM, they do have some pre-built campaigns but for the most part you will need to create your own or hire the bonzo team or an outside source. Review collected by and hosted on G2.com.

What I like best about Bonzo is they have real humans that provide real customer service. These other platforms get so caught up in being a 'technology company' they are that they forget that real human beings are trying to use/learn their software on the other side. The staff at Bonzo are super friendly and respond fast too.

The best analogy I can make when comparing Bonzo to my past CRM is the comparison one would make between and iPhone and an Android phone. Both are great and very capable machines. One could argue when you list out the stats side by side on both that the Android is a more powerful machine; however, in order to unleash its full potential you need to be fairly techy to do it. The iPhone on the other hand may not be as statiscatlly powerful, but it is 100 times easier to use for everyone. This is how I view Bonzo, being like the iPhone. It is so easy to entegrate with other software platforms and and i find myself using it much more frequently han my past CRMs because it's just so much easier to use. Review collected by and hosted on G2.com.

I can't add more contacts on a deal in a pipeline. - I like to have not only the borrowers, but the realtors, the transaction coordinators, title officer, and settlement agent all on the deal so that my updates hit everyone when we move to a new stage, not only the borrowers and realtors. We get asked for updates by everyone constantly throughout the process and it would save a ton of time. This is the only thing my past CRM had that was an advantage. Review collected by and hosted on G2.com.

After several false starts with other CRMs, Bonzo is the one that stuck with me because it was easy to understand and extremely intuitive. Bonzo has the most powerful communications tools that allow me to email, text, leave voicemails and send videos as well as strong interaction and tracking tools to continue ongoing conversations with my clients, prospects and past, present and future sphere.

Bonzo may not be perfect, no CRM that i've tried is, however, the team is eager to listen and understand our needs and has added and modified things within Bonzo to fit our needs, or help come up with workarounds that accomplish what we needed in the first place. This does not happen over night but very grateful they will take the time to find solutions that mutually benefit everyone involved. Review collected by and hosted on G2.com.

Some of the naming conventions they have used didn't make sense to me. ex: What they call a "Landing Page" is really more of a "form" functionality (historically I've kown "Landing Pages" to be a single page or first page of a website) so that was a little confusing at first but once I got used to it, all was fine and the functionality worked well for my business needs. Review collected by and hosted on G2.com.

With our industry constricting many bank and brokers have limited or done away with a central admin to monitor and orchestrate CRMs. Bonzo has helped to fill the void. They bring in social, video, email, text and even dialing functions to make it easy for you to customize features, implement with ease and even have office hours, 2 times/week to help support the loan officer with ease. I highly recommend Bonzo! - Stephen "Q" Quinonez Review collected by and hosted on G2.com.

This isn't a dislike with the dialer had functionality that more mirrored that of Phoneburner. I also wish the text threads could be received with all parties involved. Review collected by and hosted on G2.com.

Bonzo allowed me to cut cost and complications by bringing most of what I need from software into one program (saving me hours trying to figure out who to call for support when the tech stack wasn't integrating). They also spend so much time and effort improving the program and adding new things as loan officer needs evolve Review collected by and hosted on G2.com.

The mobile app isn't great but it's getting better and they are still working on it Review collected by and hosted on G2.com.