Having used the product extensively, this reviewer finds Unify CRM to be an excellent tool that enhances customer service and student success. The software can be slow at times, leading to delays in record updates.
View Full ReviewI love how many features there are available to me as a loan officer. Marketing material, open house flyers, opportunity dashboard, listing alerts. It's great! Review collected by and hosted on G2.com.
The biggest complaint I have is that I can't pull a MLS number through for an open house. It has been 2.5 - 3 years since we got Unify and it still doesn't have this feature Review collected by and hosted on G2.com.
I use Unify for marketing campaigns and keeping track of customers and partners. I like that it is an organized place for leads or contacts. Review collected by and hosted on G2.com.
I think that Unify is a little hard to maneuver sometimes. I took classes to understand how to use Unify. I wish it was a little easier to use without an aid. Review collected by and hosted on G2.com.
This system is great for housing a lot of information and making notes for individual contacts. I can also easily find names I am looking for and clean up duplicate contacts. Review collected by and hosted on G2.com.
There seem to be a lot of glitches in sending automated emails and the reporting can be a bit confusing. I have to periodically check that my automated emails are actually going out. There's no clear way to find the reporting you might be looking for. It results in a lot of emails to their support department requesting help. Review collected by and hosted on G2.com.
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