Floify Overview
This is a summary of the comprehensive capabilities and benefits of Floify based on over 934 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Floify, Top Producer CRM, LinxCRM, monday sales CRM, Conga Composer, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Floify is right for your needs? Our Cuspera AI engine can evaluate how Floify fits your specific business needs, industry, and context. Get your personalized assessment report today.
Floify supports business activities such as:
- Digital Signature
- Engaging And Following Up
- Workflow Management
- Generation Of New Leads
- Helpdesk Management
Floify can help you with many business goals, such as Acquire Customers, Improve Internal Communications, Increase Sales & Revenue, Enhance Customer Relationships, Build Brand Awareness, etc. It can help manage these activities if you use Phone Calls E-Mail and Website for these needs. As a solution, Floify's capabilities include Alerts: Popups & Notifications, Templates, Landing Page, etc.
Floify Financial Services Vertical is its biggest customer base.
Reviews
"...Add your company logo, color scheme, custom CSS and Javascript, email signature, custom data fields and layouts, co-branded partner landing pages, and much more. ..." Floify The Leading Mortgage Automation and Point-of-Sale Solution
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Floify solved their CRM needs. Cuspera uses 934 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.
Business Priorities
Acquire Customers and Improve Internal Communications are the most popular business priorities peers achieved using Floify.
Use Cases
Peers recommend Digital Signature , Engaging And Following Up , Workflow Management , as the business use cases that they have been most satisfied while using Floify.
Read Peer Reviews and Expert Experience for Business Use Cases
| BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
|---|---|---|
| Digital Signature |
4.79/5 ★ |
"...Add your company logo, color scheme, custom CSS and Javascript, email signature, custom data fields and layouts, co-branded partner landing pages, and much more. ..." Floify The Leading Mortgage Automation and Point-of-Sale Solution |
| Engaging And Following Up with Phone Calls and E-Mail |
4.85/5 ★ |
"...The customer contact and follow up are awesome!..." Peer review by Marla G., VP Operations, Real Estate |
| Workflow Management |
3.66/5 ★ |
"...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 |
| PEER EXPERIENCES | |
|---|---|
| Digital Signature |
4.79/5 ★ |
"...Add your company logo, color scheme, custom CSS and Javascript, email signature, custom data fields and layouts, co-branded partner landing pages, and much more. ..." Floify The Leading Mortgage Automation and Point-of-Sale Solution |
|
| Engaging And Following Up with Phone Calls and E-Mail |
4.85/5 ★ |
"...The customer contact and follow up are awesome!..." Peer review by Marla G., VP Operations, Real Estate |
|
| Workflow Management |
3.66/5 ★ |
"...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 |
|
25+ more Business Use Cases
Our AI advisor, Wyz, harnessed 934 insights from peers and experts to help you assess how these Floify use cases fit your CRM needs.
Frequently Asked Questions(FAQ)
for Floify
What is Floify?
What is Floify used for?
What are the top features of Floify?
Who uses Floify?
What are Floify alternatives?
Where is Floify located?
Popular Business Setting
for Floify
Top Industries
- Financial Services
- Real Estate
- Banking
Popular in
- Small Business
- Mid Market
- Enterprise
Peers used Floify to Acquire customers and Improve internal communications
Floify Alternatives
Peer and Expert Opinion on Features
for Floify
- Low
- Medium
- High
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Alerts: popups & Notifications | Read Reviews (53) |
| Templates | Read Reviews (33) |
| Landing page | Read Reviews (23) |
| Personalization | Read Reviews (20) |
| White label | Read Reviews (8) |
| FEATURES | RATINGS AND REVIEWS |
|---|---|
| Alerts: popups & Notifications | Read Reviews (53) |
| Templates | Read Reviews (33) |
| Landing page | Read Reviews (23) |
| Personalization | Read Reviews (20) |
| White label | Read Reviews (8) |
IT and Other Capabilities
for Floify
- Low
- Medium
- High
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (170) |
| Data Export | Read Reviews (55) |
| CAPABILITIES (DATA) | RATINGS AND REVIEWS |
|---|---|
| Data Import | Read Reviews (170) |
| Data Export | Read Reviews (55) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (67) |
| Chat Support | Read Reviews (4) |
| Phone Support | Read Reviews (4) |
| Email Support | Read Reviews (6) |
| CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
|---|---|
| 24/7 Support | Read Reviews (67) |
| Chat Support | Read Reviews (4) |
| Phone Support | Read Reviews (4) |
| Email Support | Read Reviews (6) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (6) |
| Custom Reports | Read Reviews (132) |
| CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
|---|---|
| Analytics | Read Reviews (6) |
| Custom Reports | Read Reviews (132) |
Software Failure Risk Guidance
?for Floify
Overall Risk Meter
Top Failure Risks for Floify
Vendor Profile Details
Company Name
Floify
Company Website
https://floify.com/HQ Location
Boulder, Colorado US
Employees
11-50
Social
Financials
PRIVATE
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