--- description: Review of Jungo Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Jungo | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Compliance Software](/directory/4363/compliance/software) > [Jungo](/software/72307/jungo) # Jungo Canonical: https://www.softwareadvice.co.nz/software/72307/jungo Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/72307/jungo?page=2) > Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: Marketing: Let Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically\! Automations: Save time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. LOS Integrations: Jungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. Reporting \& Analytics: Make data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. Contact Management: Easily segment your database to send more personalized and targeted messages to grow your pipeline. Secure Document Management: Keep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. Sign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business\! https://ijungo.com/request-demo/?click=softwareadvice > > Verdict: Rated **4.1/5** by 123 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.1/5** | 123 Reviews | | Ease of Use | 3.4/5 | Based on overall reviews | | Customer Support | 3.7/5 | Based on overall reviews | | Value for Money | 3.9/5 | Based on overall reviews | | Features | 4.0/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Likelihood to recommend) | ## About the vendor - **Company**: Jungo - **Location**: San Diego, US - **Founded**: 2005 ## Commercial Context - **Pricing Details**: Contact Jungo for pricing details. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize and 191 more ## Features - Activity Dashboard - Activity Tracking - Alerts/Notifications - Audit Management - Audit Planning - CRM - Calendar Management - Calendar Sync - Campaign Management - Client Database - Commercial Mortgages - Compliance Management - Compliance Tracking - Contact Database - Contact Management - Credit Reporting - Customer Database - Customisable Branding - Customisable Reports - Customisable Templates ## Integrations (7 total) - Anthology Encompass - Calyx Point - Floify - Gmail - Microsoft Outlook - Velocity - Zapier ## Support Options - 24/7 (Live rep) ## Category - [Compliance Software](https://www.softwareadvice.co.nz/directory/4363/compliance/software) ## Related Categories - [Compliance Software](https://www.softwareadvice.co.nz/directory/4363/compliance/software) - [CRM Software](https://www.softwareadvice.co.nz/directory/4153/crm/software) - [CRM Software for Startups](https://www.softwareadvice.co.nz/directory/3235/startup/software) - [Mortgage CRM Software](https://www.softwareadvice.co.nz/directory/345/mortgage-crm/software) - [Mortgage Software](https://www.softwareadvice.co.nz/directory/4208/mortgage/software) ## Alternatives 1. [HubSpot CRM](https://www.softwareadvice.co.nz/software/1854/hubspot) — 4.5/5 (4451 reviews) 2. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 3. [Zoho CRM](https://www.softwareadvice.co.nz/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [Bigin by Zoho CRM](https://www.softwareadvice.co.nz/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) 5. [Kylas Sales CRM](https://www.softwareadvice.co.nz/software/216694/kylas) — 4.8/5 (573 reviews) ## Reviews ### "Great mortgage software" — 5.0/5 > **Ryan** | *2 July 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: It is the Salesforce platform so very customizable > > **Cons**: Customer support is lacking. Some of the fields are managed and you have to pay for the changes. > > Although support is lacking, it is my go to software and am trying to eliminate the softwares I use so I only need this one. ----- ### "Very powerful, useful, and highly customizable, but complex setup and learning curve" — 5.0/5 > **Adam** | *1 July 2020* | Financial Services | Recommendation rating: 9.0/10 > > **Pros**: I like my daily custom reports and weekly Reffinity referral partner reports (which absolutely generate more referrals). Encompass integration is great too. Once set up all functionality is outstanding. > > **Cons**: The learning curve and getting everything setup is extremely complex. I feel like I'm halfway to being a real web developer now. Instructions for integrations and such are many steps and complex, but support team is helpful. > > We're staying much better organized, have far fewer dropped balls, and our referral partners get weekly reports on all deals and leads (which forces us to stay organized and updated). It also helps organize marketing. ----- ### "Do not listen to the salesperson" — 1.0/5 > **adam** | *24 March 2024* | Banking | Recommendation rating: 0.0/10 > > **Pros**: I liked most what the salesperson shared with me the system would be able to do and what they told me the ease of use would be. Unfortunately, this has not been accurate > > **Cons**: I do not like that the system is not easy to use unless you have a dedicated employee to run the system. It also doesn't do a good bit of the features I had asked that it be able to do. > > I have had a terrible experience with Jungo. Jungo uses the salesforce platform. When you have a question or issue, you need to reach out to salesforce. I have had multiple experiences where salesforce lets me know that since I purchased the system through Jungo that I need to reach out to them, and then Jungo lets me know I need to reach out to salesforce. It is awful. I have issues where birthday emails don't go out automatically. This cannot be fixed without me having an IT department. I explained when getting the product, it was for just me. I do not have an IT department. This is one of many similar issues that I have run into. They uploaded my database with information on clients not included as well as a lot of incorrect information. I sent them Xcel spreadsheets to use, so I do not understand why it was incorrect. Now I am too nervous to have them take another look because I have spent a month going through one at a time making the corrections I found. ----- ### "Jungo makes my job so much easier\!" — 4.0/5 > **Cory** | *25 June 2020* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: I love the customization options with the software, as well as the automation of loan milestone and loan anniversary tasks. > > **Cons**: The software can do about ANYTHING, but I have trouble figuring out the Workflows without being afraid of messing something up. User issue\! > > Jungo has helped me maintain business relationships and regular contact with my clients. It saves me the cost of having a personal assistant. ----- ### "Jungo Review" — 5.0/5 > **John** | *25 June 2020* | Financial Services | Recommendation rating: 7.0/10 > > **Pros**: This software is very robust. I can pretty much do it all. I like that it has functionality that will allow me to grow my business and integrate it with other services that are compatible with my business. > > **Cons**: I came from no CRM before using Jungo so it was A LOT to take in. The program can do so much that it was a bit overwhelming at first. The online training helps a bit to get started but it's best to focus on just one aspect at a time to not be overwhelmed > > Overall experience has been good. It helps automate a lot of the communication with clients/agents/partners/etc that I used to have to manual send each time ----- Page: 1 / 6\ Next: [Next page](https://www.softwareadvice.co.nz/software/72307/jungo?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/72307/jungo) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | | fr | | ----- ## Structured Data