Good afternoon,
I’m looking for a good CRM that syncs with Floify. I have to use Floify with my lender since it integrates with Encompass, but I also need something solid to manage my customer relationships.
Does anyone have any recommendations for a CRM that works well with Floify? I’ve been checking out Shape, but the reviews are all over the place, so I’m not sure if it’s the right move.
What’s been your experience with CRMs? Which ones have worked for you, and which ones should I avoid? I’d really appreciate any feedback!
Your response is welcome…
Your unique requirements and preferences will play a major role in selecting the ideal CRM to use 
in tandem with Floify.
provides a smooth integration between Unify CRM and Floify.
Tracking loan origination, marketing automation, and contact management are important elements.
Tools for lead generation, marketing automation, and contact management. Clear pricing and strong mortgage loan features.
Shape Software provides a number of interfaces with mortgage-specific applications, albeit they aren’t specified particularly for Floify.
Lead creation, pipeline management, and contact management. Designed specifically for mortgage brokers, it offers a robust integration with Floify.