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Crest VS Unify CRM

Compare Crest VS Unify CRM and see what are their differences

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Crest logo Crest

Meet Abrigo. Banker's Toolbox + Sageworks + MST, together. From AML to fraud detection and lending, we help financial institutions manage risk and drive growth.

Unify CRM logo Unify CRM

Unify is a full suite mortgage CRM software that helps to save time, keep momentum and cut costs. This is the best CRM system for mortgage lead management.
  • Crest Landing page
    Landing page //
    2023-06-16
  • Unify CRM Landing page
    Landing page //
    2023-05-12

Crest features and specs

  • Comprehensive Integration
    Crest integrates various financial services and compliance tools, helping institutions streamline their operations and ensure regulatory compliance.
  • User-Friendly Interface
    The platform features a user-friendly interface that simplifies navigation and usage, enhancing productivity for its users.
  • Robust Analytics
    Crest offers advanced analytics and reporting capabilities, providing valuable insights for decision-makers and helping them identify trends and mitigate risks.
  • Scalability
    The software is scalable, making it suitable for both small and large financial institutions with varying needs.
  • Customer Support
    Abrigo offers strong customer support, including training and onboarding, to ensure institutions can effectively use Crest.

Possible disadvantages of Crest

  • Cost
    The comprehensive features and high-quality service come at a higher cost, which might be a barrier for smaller institutions.
  • Implementation Time
    Due to its comprehensive nature, the implementation process can be time-consuming, requiring significant resources and planning.
  • Learning Curve
    While the interface is user-friendly, the number of features available might present a learning curve for new users.
  • Customization Limitations
    Some users might find that the customization options are limited compared to other specialized financial software solutions.
  • Dependence on Internet
    The platform’s functionalities heavily rely on internet connectivity; thus, performance can be affected in areas with unstable internet access.

Unify CRM features and specs

  • User-Friendly Interface
    Unify CRM boasts an intuitive and easy-to-navigate interface, making it accessible for users with varying levels of technical skills.
  • Comprehensive Features
    It offers a wide range of features such as contact management, sales tracking, and marketing automation, ensuring a comprehensive solution for businesses.
  • Customization Options
    The platform allows substantial customization to tailor the CRM to specific business needs, enhancing its flexibility and applicability.
  • Integration Capabilities
    Unify CRM integrates well with other business tools and software, facilitating seamless data flow and improving overall efficiency.
  • Strong Customer Support
    Users often praise the CRM's responsive customer support, which provides valuable assistance and quick resolution of issues.

Possible disadvantages of Unify CRM

  • Price
    Some users find the pricing structure to be on the higher side, which might be a barrier for small businesses or startups.
  • Learning Curve for Advanced Features
    While the basic interface is user-friendly, some of the more advanced features can have a steep learning curve, requiring additional time and training.
  • Mobile App Limitations
    The mobile app lacks some features available on the desktop version, which can be inconvenient for users who need to work on-the-go.
  • Occasional Performance Issues
    There have been reports of occasional slowdowns and performance issues, particularly during peak usage times.
  • Limited Reporting Capabilities
    The reporting and analytics tools are not as robust as those offered by some other CRM software, which might limit deep data insights.

Analysis of Crest

Overall verdict

  • Crest is generally regarded as a good choice for financial institutions looking to improve their operational efficiency, meet compliance requirements, and enhance their risk management processes. Users often praise it for its intuitive design and comprehensive suite of tools, although the best fit depends on the specific needs and size of the institution.

Why this product is good

  • Crest (abrigo.com) is a platform that specializes in providing software solutions for financial institutions. It offers tools for risk management, lending, and compliance, among other areas. The platform is known for its user-friendly interface, comprehensive features, and robust support. It helps banks and credit unions automate complex processes, reduce risks, and achieve regulatory compliance more efficiently.

Recommended for

  • Small to mid-sized banks seeking to enhance their risk management processes.
  • Credit unions looking for scalable lending solutions.
  • Financial institutions aiming to automate compliance and reporting tasks.
  • Enterprises in need of a user-friendly platform for financial operations management.

Crest videos

+ Add

TESTING CREST 3D WHITESTRIPS! | honest review

More videos:

  • Review - Dentist Review Crest Whitestrips: Easy and Affordable ways to whiten your teeth
  • Review - CREST WHITENING EMULSIONS REVIEW/FIRST IMPRESSIONS- 100% Whiter Teeth- Does Crest Whitening work?

Unify CRM videos

+ Add

Unify Your Business When You Unify CRM and Office 365

Category Popularity

0-100% (relative to Crest and Unify CRM)

Crest

Unify CRM

Loan Management
53 53%
Loan Management
47% 47
Project Management
53 53%
Project Management
47% 47
Data Dashboard
53 53%
Data Dashboard
47% 47
Asset Finance
46 46%
Asset Finance
54% 54

User comments

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What are some alternatives?

When comparing Crest and Unify CRM, you can also consider the following products

Axe Finance - Axe Finance provides credit process automation and risk management solutions for lending instituitions.

Loandisk - Loandisk is a cloud based lending software that manage all customer loans and repayments.

Relational i-Apply - i-Apply is an advanced Business Process Management Loan Origination System, built on state-of-the-art internet technologies to deliver seamlessly flowing processes.

CALMS - White Clarke Group is the global first-class provider of end-to-end automotive and asset finance software for retail, fleet and wholesale

Lendscape - Across supply chain finance, invoice finance, factoring, asset finance and more, our comprehensive, flexible platform gives you the power and agility to stay ahead of the curve.

RV Sales Accelerator - “Reverse

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