Unify CRM Pricing Overview

Unify CRM Pricing Key Insights

Last updated on Apr 09, 2026

Information about Unify CRM pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase Unify CRM must be conducted with the seller.

Rated 4.4 / 5

*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller.

Top-Rated Alternatives

Lead Management

4.5/5(158)

Encompass Digital Mortgage Solution

4.2/5(61)

BNTouch Mortgage CRM

4.5/5(68)

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Unify CRM Alternatives Pricing

The following is a quick overview of editions offered by other Mortgage CRM Software

Product	Price	Features
BNTouch Mortgage CRM Individual	$165.00Per Month	Record Capacity: 2500 recordsUp to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time. Unlimited Emails & Campaigns Unlimited Video Marketing Text and Voice Marketing** Lead Conversion Marketing Platform Digital Loan Platform Post-Funded Follow Up Platform Refinance Opportunities and Birthday Alerts Record Capacity: 2500 recordsUp to 2,500 contacts can be uploaded, managed and marketed to from your CRM at any time. Unlimited Emails & Campaigns Unlimited Video Marketing Text and Voice Marketing** Lead Conversion Marketing Platform Digital Loan Platform Post-Funded Follow Up Platform Refinance Opportunities and Birthday Alerts
Shape Mortgage CRM Shape Core	$119.00	Core is the full Shape CRM for a single loan officer or a small team. You get contact management, pipelines, tasks, and omni channel communication in one system, with 100,000 records included so your past-client database is always working. On the lead side, Core captures leads in real time from any source, runs duplicate checks, and pushes new leads out through automated distribution rules. QuickFire lets you call the lead the moment it lands. Built-in phone, two-way texting, and email mean the follow-up happens in the CRM instead of three other tools. Full CRM and lead management features QuickFire speed-to-lead distribution Lead Routing and shark tanks with state licensing logic Built-in cloud phone, two-way SMS/MMS, and email Trigger-bases automation and multi-step drip campaigns 100,000 contact records included Prioritized lead pipeline views Partner management and referral tracking Mobile app for iOS and Android Sales dashboards and built-in reporting Native integrations, Zapier, webhooks, and lead provider HTTP post Complimentary onboarding and training Multiple support layers including email, live support during business hours and 24/7 AI Support Add-ons available: AI Agent, AI Insights, Lead Engine, Shape Social, Custom UI, Customer Portal, Unlimited Calling
Firepoint Teams	$499/moUp to 5 user seats	The best new hire you'll make for $499/mo COMMUNICATIONS SUITE (TEXTING, EMAILING, CALLING + RECORDING) IDX SITE WITH MLS INTEGRATION TEAM ACCOUNTABILITY AND REPORTING DASHBOARDS OPTIONAL PPC MANAGEMENT IS 15% OF AD BUDGET ($60 MIN FEE) CLIENT SUCCESS TEAM FOR SUPPORT

Various alternatives pricing & plans

Pricing information for the above various Unify CRM alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Unify CRM Comparisons