Salesforce Sales Cloud vs. Floify: Comparing Best CRM Solutions 2026

"...I've totally solved our issues with staying in contact with customers on a consistent basis and with keeping steady records of those calls...." Peer review by Seth Gardner, Construction

"...I do not use all the funnel tools, just keeping track of emails, calls and follow-up tasks and it is great...." Peer review by Kevin Hill, Research

"...It is a one stop solution for to increase the productivity and keep the track on the leads very effectively...." Peer review by Sandeep Moharir, Construction

"...I also like having the access to the templates I created to send a quick email...." Peer review by Anonymous Reviewer, Computer Software

"...I really like the capability of making your own preset files, then when you have a new prospect or client, you can easily select a work flow that best suits your current file...." Peer review by Joy T., Loan officer, Financial Services

"..., originators can:Create new leads from Floify with a corresponding Floify loan flow...." Shape Software + Floify = The Ultimate Mortgage POS and Automation Workflow!

"Floify helped My Mortgage improve communication between loan officers and borrowers. The platform made the loan process faster and more professional for customers. My Mortgage used Floify to streamline document collection and enhance efficiency. The company was able to scale down a department and saw positive feedback from borrowers and referral partners. Floify's features supported My Mortgage's growth in the digital mortgage lending space." https://floify.com/success-stories/richard-david