Average Ratings 2 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

We don't identify as a CRM; rather, we specialize in Conversation Software. Bonzo enables business owners to engage in large-scale conversations and amplify their voice through straightforward automation and genuine outreach. With our platform, you can effortlessly create automated workflow campaigns utilizing five follow-up channels: SMS, email, video, calls, and voicemails. Tailor your communication to resonate with your audience by using custom data fields that reflect their identities and needs. Our mobile app, Bonzo Go, allows you to interact with prospects seamlessly. Leverage our tested, ready-made campaign templates to foster inbound conversations effectively. You can be operational in just minutes, sending bulk texts, emails, and voicemails to your contacts with only two clicks. Manage your interactions and contacts with ease, setting reminders for follow-ups, sending documents, or checking back in with prospects. Additionally, you can distribute leads among team members in a round-robin fashion and monitor each lead's development. This streamlined approach not only saves time but also enhances your overall engagement strategy.

Description

Mortgage professionals aiming to enhance their lead management and conversion capabilities can benefit from MLO Shift, which operates on ActiveCampaign, a premier CRM and marketing automation platform utilized by more than 50,000 companies. Each account offers a generous allowance of 2,500 contacts and supports up to 25 users. By joining MLO Shift, you gain access to an extensive library of straightforward video courses designed to help you quickly leverage your investment and maximize your results. Create personalized landing pages effortlessly by either customizing an existing template or building one from scratch; these pages are designed to be fast, easily editable, and mobile-responsive, enabling you to execute campaigns and boost lead conversion effectively. With the ability to automatically consolidate all your leads into a single system, you can follow up instantly via email, text, and Slybroadcast voicemails, allowing you to dedicate more time to managing your business operations. Additionally, MLO Shift ensures that you can systematically track and follow up on your referrals, so you never lose sight of a lead and avoid the risk of them choosing a competitor. This comprehensive system empowers mortgage professionals to streamline their processes and significantly improve their overall efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign
Axis LMS
Dubb
Facebook
Gmail
Slack
Slybroadcast
VoiceDrop.ai
Zapier

Integrations

ActiveCampaign
Axis LMS
Dubb
Facebook
Gmail
Slack
Slybroadcast
VoiceDrop.ai
Zapier

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Bonzo

Founded

2019

Country

United States

Website

www.getbonzo.com

Vendor Details

Company Name

MLO Shift

Founded

2016

Country

United States

Website

www.mloshift.com

Product Features

Campaign Management

Channel Management
Contact Database
Email Marketing
Event Triggered Actions
Lead Management
Multi-Campaign

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Marketing Automation

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

SMS Marketing

2-Way Messaging
Artificial Intelligence
Contact Management
MMS
Mass Texting
Message Personalization
Mobile Coupons
Mobile Keywords
Polls / Voting
Reporting/Analytics
Scheduled Messaging
Shortcodes
Text-to-Win

Product Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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