Jungo

Avantages

I love'd all the potential this software had once on boarding and set up would of been completed but that never happen. Due to horrible customer service and poor follow through on promises of staff.

Inconvénients

Customer service and set up team. Extremely unorganized and no internal communication or accountability

Avantages

The ability to have an all-encompassing software that has the strength and power to store a virtually endless supply of information.
Most often, we utilize report-building, data storage of past and present clients and associates, and reminders, tasks, etc.
Integrations such as BombBomb, MortgageCoach, and so on help us tremendously.

Inconvénients

The cons are much fewer in number than the pros.
However, they could improve the ease of putting calculations and conversions into reports without needing support help.

Avantages

Jungo has every feature you can want and the more you learn how to setup the more it can do

Inconvénients

As being a one person user it has more than I need. I think it was made for way bigger companies.

Avantages

Jungo has been great in helping me track leads for our team
The main components I use at this time are tasks, lead tracking and stage
Eventually we will utilize the report feature more often and even the drip campaign options (currently using Surefire for this)

Inconvénients

Integration could have been smoother - but that may have been more of an issue on my end LOL

Avantages

I like that it is highly customizable and the Jungo support team not only answers questions but they show you how to do the customization yourself as well.

Inconvénients

I wish there was a better way to update the last touch and make notes through the integration with Phone Burner

Avantages

It was very easy to add new clients to the CRM and set tasks to follow up with them.

Inconvénients

It was very difficult to set things up. I felt like we needed a computer programmer to run this.

Avantages

I like the overall appearance of the emails going to clients and that I can see if my personally written emails are opened (not available for campaign emails though).

Inconvénients

Compared to BnTouch that I used at a previous company, Jungo is a bit complicated. There are two different versions that you have to go back and forth between to make edits. It is very time-consuming trying to learn this system and I think it could be a lot more user-friendly. I still haven't set up custom campaigns. The options for social media and open house/listing flyers is very limited compared to SureFire which my company uses.

Avantages

It's a great program and has a ton of capabilities that we aren't even utilizing yet. Great way to keep track of files and keep in touch with clients.

Inconvénients

It's not the most user friendly. The coding can be difficult to make it fit your business.

Avantages

I like the report feature. I also like how I can input all the loan information for future reference.

Inconvénients

I don't like the support. Every time I have issues and need help, it takes about 20 emails back and forth before I can get someone.

Avantages

I like how customizable Jungo is and how easy it is to set up automations and flows.

Inconvénients

It can be overwhelming for new users. But that can be overcome with training.

Avantages

Extremely customizable, and a lot of available templates. A lot of automation options have saved us a lot of time.

Inconvénients

The transition to Jungo was a bit challenging, we lost a lot of info or things were imported incorrectly. It's a good thing we don't plan on switching again.

Avantages

Easy to use with a ton of functionality and ability to customize

Inconvénients

Does not automatically communicate with our LOS

Avantages

Almost unlimited slots to send an email and many templates to use for marketing.

Inconvénients

1. There are limits in sending attachments like videos and images. Had a conversation with a representative and mentioned that there's no option yet to add image on an sms.

2. Limited Viewing of Contacts and had a hard time to request in adding all the contacts from our previous Database

Avantages

The Over all organization and the way i can track new and existing business.

Inconvénients

no set up assistance. i was given a fully US based version and offered no support to convert over to the CDN version and options I need. submitted many tickets to make changes and support knew very little on how to make the changes i wanted. Simple reports that were shown during sales demo are not on live version unless added. Over all poor start.

Avantages

I like the automation of the CRM. I can upload all of the data and set it and forget it. I love all the auto-generated topics that are available.

Inconvénients

I don't think I have used this long enough to provide an accurate review. I look forward to using it more and more in the future. I am excited about using it more and more.

Avantages

It is great to finally find a system that integrates with all of the tools I use to run my business. I only log into one system now and it is so much more efficient than anything I have used.

Inconvénients

The initial set up is not as easy as it was described to me. Still working on building our entire process. A bit overwhelming.

Avantages

Ease of use. I like the connectivity it provides to all parties involved.

Inconvénients

Customer support hold times submitting for ticket etc.

Avantages

Drip campaigns, task setting, Mass e mail capabilities all make it easy to keep connected with clients and referral partners.

Inconvénients

Just a bit of overlap when a contract is both a past client and referral partner. Then I wind up having two contacts for the same person - the past client and referral partner.

Avantages

Creating and setting up contacts and staying in touch with them.

Inconvénients

Takes awhile to get an answer back but when I do get an answer they are super knowledgable.

Avantages

Eventually after probably over a year after I teach myself more about the system.

Inconvénients

Learning other CRM's takes days at best. I'm 6 months in and still learning.... very frustrating. I bet I'll really like it after I master this CRM.

I hate that I have to speak with Salesforce tech every time I need to put in a ticket. So then I'm talking to someone in India that means well and normally very accommodating but still frustrating with the language gap.

Avantages

This software has simplified my business and allowed me to do all of my work in one location instead of several google sheets.

Inconvénients

The software can be challenging to set up and get implemented. Jungo support was slow to help which impacted the implementation.

Avantages

the marketing capabilities and overall functionality

Inconvénients

sometimes its a little complex to use, but the support team will always help you.

Avantages

That it integrates with other programs that I use

Inconvénients

Initially it seems confusing but that being said I know it will get easier as I go

Avantages

The ability to retain and communicate with my database

Inconvénients

Way to complicated to pull reports, to map & import from my loan origination system, Encompass.

Avantages

We needed something that integrated with Encompass and allowed our Team to have access to the tools and functionality needed to manage our mortgage vertical that weren't available with just Encompass alone.

Inconvénients

We have no negatives to report so far. We're training our Team to use the dashboard, but so far so good.

Avantages

These guys talked a great game. They were going to hook up for texting prospects. They wanted my Twilio account. I said that's fine, but don't screw it up. They of course destroyed my account which we had to rebuild.

Inconvénients

The biggest problem with this bait and switch company is that while they are selling you they put you on a contract and make sure you don't have time to read all the fine print. You then ask to be removed an hour later and they say what about this bill you owe us. So unethical. Just the worst.

Avantages

I'm spending the same amount as I was with Constant Contact. However, now I have a system that sends out birthday emails. It also sends out closing anniversary emails. It sends out 4500 emails to my data base without a hitch.

Inconvénients

It is not the easiest system to wrap my arms around. Fortunately there is always somebody that will help when you initiate a case request.

Avantages

It seems to have alot of features that are customizable. There alot of options to take advantage of.

Inconvénients

It is very labor intensive and not as user friendly as I would like. I probably need something easier to use because I don't put enough effort into maintaining it. I should probably get a tutorial or would be great if someone jumped in to assist me on what I could be doing better.

Avantages

The program allows me to do so many things on a weekly basis. Intergrate and customize reports for clients or realtors.

Inconvénients

I like to use the classic version.
SoMe times I can find certain interpretations challenging to learn

Avantages

I love how simple Jungo is to use. The fact that it send automated loan milestones to all parties is a game changer. The pre-configured drip campaigns are great!!!

Inconvénients

I wish it communicated better with Encompass. The milestones are not always accurate.

Avantages

I love the program, it has so many functions and it is wonderful for marketing and keep track of your loans and leads.

Inconvénients

It is complicated. You have to be very computer savvy to use it correctly. It can do almost anything you want it to do.. but you have to really learn it. It is not as easy as Excel or Word to use. It does some AMAZING things.. but you have to learn how to use it .

Avantages

I like how great of a product it is and very useful

Inconvénients

it is very difficult to actually customize things that I want to implement

Avantages

The system is extremely robust with an amazing amount of features. It can be as simple as a customer database or mount most of your marketing endeavors. It can integrate directly with your operating system so your database is always current - no downloading and uploading.

Inconvénients

It is extremely robust which means it can be overwhelming to determine what and how to use the system. We have a dedicated admin/trainer to help folks navigate the system.

Avantages

I love that i can use the sales for app. The system is very easy to use.

Inconvénients

not many cons i can think of.

Avantages

the features are mostly setup to use immediately.

Inconvénients

having to turn in case files to edit options in the crm. I would rather be able to edit the titles, columns, etc. myself.

Avantages

the email campaigns were great and some what easy to use. Content was more geared towards your American clients with limited Canadian options.

Inconvénients

incredibly complex and way to many links. The biggest complain I have was how complex and difficult it was to move data from my Filogix account to Jungo to the point I stopped using jungo. It took more time to transfer data than the benefit I gained from having Jungo. I stopped using jungo about 4 months in to my subscription. pulling reports an list was incredibly complicated.

Avantages

It is excellent for mass emailing to different types of clientls. It has many templates ready to go, and can use them to create new ones.

Inconvénients

In some instances it is not very user friendly and you need to reach out to the technicians to help you. Also, the images are restricted in size when inserted into the body of email.

Avantages

Email Campaigns are great. But the Jungo end of week email topics are not great.

Inconvénients

Takes time to understand and set up. I wish I'd take my time to understand more.

Avantages

THE ENDLESS POSSIBILITIES FOR CONTACTMANAGEMENT

Inconvénients

FUNCTIONALITY IS NOT INTUITIVE AND REQUIRES A LOT OF HELP SETTING UP TO BE PRODUCTIVE.

Avantages

Nothing. It turned out to be a very poor fit for my company

Inconvénients

The customer service is horrendous. There is very little real support behind this product.

Avantages

Nothing, it doesn't even work. I can't send emails. Set up is a nightmare.

Inconvénients

It's not user friendly at all. You can't highlight in emails. Emails must be typed manually and can't be copied and pasted. The emails don't actually send.

Avantages

This was a complete waste of money, I was told it would link with Calix in real time, It does not, Its way to complicated.

Inconvénients

This product is way too complicated and is too dependent on third party apps. I can even upload my realtors photos for flyers

Avantages

Access to Salesforce's marketplace for additional products and services

Inconvénients

Difficult to set up, new features did not work in Canada. Jungo would blame Salesforce for issues and then Salesforce would blame Jungo for issues.

Avantages

Customer service was great but my experience with product navigation was not good

Inconvénients

Not easy to use for regular email campaigns or for customization.

Avantages

It retained a lot of customer information important for the loan process, let you know when a client had a property listed for sale, allowed you to keep track of the progress for docs needed.

Inconvénients

Too many text fields on some pages but this was customizable.

Avantages

lots of training available-connects with other programs

Inconvénients

Some reports for borrowers don't include co borrowers, little clunky to get around and add info,..

Avantages

Potential. The potential of Jungo seemed promising once set up. Getting to that point is a challenge in itself.

Inconvénients

Not user friendly. Terrible implementation. Terrible customer service. Stuck in 1 year contract whether the software is for you or not.