Overview: Jetpack CRM (formerly Zero BS CRM) and Floify as CRM Category solutions.
Zero BS CRM and Floify both cater to CRM needs but with distinct focuses. Zero BS CRM excels in customizing data with robust import and export options, while Floify shines in integrating with financial and real estate markets. Zero BS CRM favors ease of migration and widespread 24/7 support, suitable for diverse operational needs. Meanwhile, Floify enhances communication efficiency with strong workflows, appealing to larger enterprises. Both solutions offer unique advantages depending on user requirements.
Jetpack CRM (formerly Zero BS CRM): Zero-bs-crm offers comprehensive CRM features tailored for entrepreneurs to save costs. Jetpack CRM includes tools for contact management, invoicing, and automation.
Floify: Floify streamlines the loan origination process and enhances borrower experiences. It is the leading mortgage point-of-sale platform for brokers, IMBs, banks, and credit unions.
Jetpack CRM (formerly Zero BS CRM) and Floify: Best Use cases based on the customer satisfaction data
Key Capabilities Supported
Zero BS CRM supports activities like white labeling, sales document management, and comprehensive contact list management. These functionalities cater to a wide range of user needs, from detailed communication oversight to seamless workflow management. read more →
Floify focuses on digital signature handling, loan management, and generating new leads, making it especially valuable for industries needing robust and secure document exchanges. read more →
Business Goals
Zero BS CRM helps businesses acquire and retain customers while improving sales and revenue. Its features aim to enhance customer interactions and scale best practices. read more →
Floify assists with acquiring customers and boosting communications within the organization, aligning with businesses aiming to optimize customer engagement and stakeholder relations. read more →
Core Features
Core features for Zero BS CRM include data management with custom reports, integration capabilities, and enhanced migration ease, catering to users who prioritize analytics and data flow. read more →
Floify offers a robust integration system and custom reports, focusing heavily on security and privacy, ideal for sectors like financial services where data protection is crucial. read more →
Vendor Support
Zero BS CRM provides extensive 24/7 support alongside chat, phone, and email, ensuring users can resolve issues in various ways. read more →
Floify also provides round-the-clock support but with a stronger focus on email and phone assistance, albeit with fewer options compared to Zero BS CRM. read more →
Segments and Industries
Zero BS CRM has undefined target segments, allowing flexibility across industries without specific constraints, possibly benefiting start-ups or SMEs. read more →
Floify caters predominantly to large enterprises in financial services, real estate, and banking, highlighting its appeal to sectors needing reliable document management. read more →
Operational Alignment
Zero BS CRM fits seamlessly into varied workflows, providing modular capabilities suitable for differing scales and complex environments. read more →
Floify aligns well with established enterprises, specifically those in fast-paced environments requiring efficient document processes and follow-ups. read more →
Applying your context and needs changes the comparison
Failure Risk Guidance?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
Data
Support
Others
Jetpack CRM (formerly Zero BS CRM) in Action: Unique Use Cases
What solutions does Jetpack CRM (formerly Zero BS CRM) provide for White Labeling?
How efficiently Does Jetpack CRM (formerly Zero BS CRM) manage your Contact List Management?
What makes Jetpack CRM (formerly Zero BS CRM) ideal for Communication Management?
How does Jetpack CRM (formerly Zero BS CRM) address your Helpdesk Management Challenges?
Floify in Action: Unique Use Cases
How can Floify optimize your Workflow Management Workflow?
Why is Floify the best choice for Generation Of New Leads?
News
Latest Jetpack CRM (formerly Zero BS CRM) News
Jetpack CRM version 6.5.0
Jetpack CRM version 6.5.0 improves performance by fixing duplicated queries, export issues, and graph values. It updates the minimum WordPress version to 6.6, adds API sort order, and introduces a new PDF invoice template for compatibility.
Latest Floify News
Floifys Sofia Rossato named to Inmans Best of Finance list for 2025 - Send2Press
Sofia Rossato, president and general manager of Floify, has been named to Inmans Best of Finance list for 2025. This award recognizes her significant contributions to the residential lending industry through leadership at Floify, a leading digital mortgage origination software provider.
