Overview: Unanet CRM by Cosential and Floify as CRM Category solutions.
Unanet CRM by Cosential stands out in the construction, mechanical engineering, and real estate sectors, offering robust sales document management and business development tools. In contrast, Floify excels in financial services and banking, with strengths in digital signatures and workflow management. Both provide CRM essentials but cater to different market needs and scales, making them suitable for their respective industries.
Unanet CRM by Cosential: Unanet-CRM-by-Cosential allows project-based businesses to manage the entire customer lifecycle. Pursuit through final invoicing is streamlined effectively.
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.
Unanet CRM by Cosential and Floify: Best Use cases based on the customer satisfaction data
Key Capabilities Supported
Unanet CRM by Cosential supports sales document management, proposal & quote management, and business development. It stands out for enterprises looking to manage proposals effectively. read more →
Floify emphasizes digital signatures, workflow management, and lead engagement. It's great for businesses focused on improving client interactions and securing contracts. read more →
Business Goals
Unanet CRM by Cosential aims to enhance customer relationships and scales best practices to grow revenue and market share. It's ideal for firms planning market expansion. read more →
Floify is tailored to acquire customers and build brand awareness while improving stakeholder relations. It's suited for companies aiming to expand their client base. read more →
Core Features
Unanet CRM by Cosential is notable for its custom reports, data import capabilities, and integration features, catering to the needs of large-scale enterprises. read more →
Floify offers strong integration, security & privacy, and custom reporting, serving businesses that prioritize data management and security. read more →
Vendor Support
Unanet CRM by Cosential provides 24/7 support, training & onboarding, and comprehensive phone support, ideal for users needing constant assistance. read more →
Floify offers 24/7 support but with more emphasis on email and chat, suitable for users who primarily seek digital communication solutions. read more →
Segments and Industries
Unanet CRM by Cosential is popular among large enterprises in construction, engineering, and real estate industries. It's aligned with sectors heavily driven by project management. read more →
Floify serves financial services, real estate, and banking, appealing to industries needing digital management systems. It's especially beneficial for finance-centric businesses. read more →
Operational Alignment
Unanet CRM by Cosential integrates well into enterprise-level workflows with complex sales and customer relationship operations, perfect for industry giants. read more →
Floify fits smoothly into routine operations for financial service providers, supporting tasks like loan management and client follow-up in smaller yet dynamic teams. 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
Unanet CRM by Cosential in Action: Unique Use Cases
How can Unanet CRM by Cosential enhance your Business Development process?
What Are the key features of Unanet CRM by Cosential for Workflow Management?
How does Unanet CRM by Cosential address your Contact List Management Challenges?
How does Unanet CRM by Cosential address your Training & Onboarding Challenges?
Floify in Action: Unique Use Cases
How efficiently Does Floify manage your Generation Of New Leads?
How does Floify facilitate Helpdesk Management?
Integrations
Few Unanet CRM by Cosential Integrations
News
Latest Unanet CRM by Cosential News
Product Innovations at Unanet Champions 2025 Leverage AI to Help Customers Achieve ...
Unanet introduced new AI-driven product innovations at Unanet Champions 2025. These enhancements aim to boost efficiency and business development for customers. The updates leverage artificial intelligence to streamline project management and financial workflows for professional services and government contracting firms.
Latest Floify News
Jason Mapes , Floify head of sales , named a PROGRESS in Lending Thought Leader for 2024
Jason Mapes, Floify's Head of Sales, was named a 2024 Thought Leader by PROGRESS in Lending for his contributions to the mortgage industry.
