Comparison Summary
This comparison report of Efficy CRM vs. nCino’s Mortgage Suite (formerly SimpleNexus) is based on a specific set of business needs and context. The comparison uses 991 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Efficy CRM and nCino’s Mortgage Suite (formerly SimpleNexus)
Efficy CRM, 1crm, HoneyBook, etc., belong to a category of solutions that help CRM All-in-One, whereas nCino’s Mortgage Suite (formerly SimpleNexus) belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Efficy CRM covers Contact List Management, Sales Document Management with Phone Calls, Helpdesk Management with Phone Calls, Engagement Management, etc.
nCino’s Mortgage Suite (formerly SimpleNexus) focuses on Loan Management, Pipeline Management, Collaboration with Offline, Sales Document Management with Mobile, etc.
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Efficy CRM | Online CRM which organises the management of your business activity and your customer service
Unites the people, systems, and stages of the mortgage process into a seamless end-to-end solution.
Age
2005
Financials
PRIVATE
PRIVATE
Business Need
Total Processes
(we found evidences for)
43
42
Total Goals
(we found evidences for)
7
10
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Grow market share
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Enter new markets internationally or locally
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Improve ROI
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Scale best practices
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Increase sales & revenue
- See 4 more
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Acquire customers
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Enhance customer relationships
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Improve ROI
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Improve visibility
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Improve digital and social presence
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Scale best practices
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Establish thought leadership
- See 7 more
Top Channels
Channels Used
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mobile
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mobile app
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offline
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e-mail
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events
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trade shows
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point of sale
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phone calls
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promotions
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video
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mass media
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television
- See 9 more
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mobile
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mobile app
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offline
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e-mail
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events
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trade shows
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point of sale
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phone calls
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promotions
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video
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mass media
-
television
- See 9 more
Failure Risk Guidance Security Report?
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
