SoftVu Review - why 3 stars?

Shlomi Lavi / updated: Jun 17, 2022

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What is SoftVu?

SoftVu provides a marketing solution for mortgage companies. The solution includes marketing strategy, creative services, automated workflows, and campaign management as well as performance analytics.

SoftVu was founded in 1999 to provide solutions that increase revenue & customer loyalty through effective email marketing campaigns. The company ensures this by delivering the right message at the right time and then detailing the results so that clients can take action on trends and opportunities in their target markets.

Who is it best for?

SoftVu provides its solution specifically for the mortgage industry. The product is scalable for any size of business and is offered as a cloud based solution with a SaaS delivery option, which is accessible via the web and web enabled mobile devices.

The product is designed for those lending companies that want to optimize their online presence so that they can gain a competitive advantage to engage more prospects. SoftVu can support this through its focus on improving conversion ratios through personalized email marketing, conducting lead nurturing programs, providing detailed campaign performance reporting, as well as cross-selling and up-selling of a company’s existing customer base.

Additionally as the product is offered as a cloud based solution with a monthly subscription fee based on usage, this means there is minimal technology investment and no software maintenance is required. This is suitable for companies looking for a cost effective solution that they can deploy quickly, and obtain a rapid Return on Investment (ROI).

Customers for SoftVu include NewLeaf Lending, Hamilton National Mortgage Company, Supreme Lending, RMC Vanguard Mortgage and North American Savings Bank.

Main features and functionalities

SoftVu provides a complete marketing automation solution that includes Lead Nurturing, Incubation and Generation. The company offers a design and development service for website landing pages, newsletters, online & email surveys, as well as other email marketing techniques. This allows clients to create, manage, distribute and track online campaigns and focus on improving retention of their existing customers.

The product also provides integration with CRM, ERP & other lead management systems so that SoftVu can use relevant customer information to obtain detailed customer profiles. Additionally SoftVu provides creative services that include video shoots to develop personalized content for targeting customers. These inputs can then be used to send personalized email campaigns at key sales intervals to maximize response rates. Another important feature is the product’s instant notification feature via email or SMS when the email campaign is being viewed, so that the sales team can immediately engage the customer.

Finally SoftVue allows companies to measure campaign performance using detailed analytics for tracking email deliveries, views, forwards, click-throughs as well as message content response, so that effective campaign trend analysis and impact reporting can be obtained. Additionally the product supports A-B Testing for email delivery optimization. This information is fed into a predictive data model that is used by the product to set up rules for email campaigns, so that the most engaging content can be sent to customers to maximize response and conversion. Additionally SoftVu includes a number of KPIs by which customers can compare their results and focus their campaigns for better performance.

What is the actual cost?

ITQlick pricing score is 10 out of 10 (10 is most expensive). Access ITQlick pricing guide for SoftVu. You can also find here pricing information from SoftVu's website.

Pros

• SoftVu provides integration to third party software such as CRM & ERP systems
• The product is offered as a cloud based solution which means minimal technology investment and no software maintenance
• Mobile device access of the application is supported by SoftVu
• The solution includes Data Analytics as part of the product
• SoftVu provides creative development & design services for effective campaign generation

Cons

• SoftVu does not provide a free trial or guarantee period for its product
• There is no on premise version of SoftVu
• There are no social collaboration tools in the product
• SoftVu does not support user driven customization of the product
• The solution is offered as a full featured product with no versions or modules which can be chosen by customers based on their requirements

How it stacks up?

Access a head to head analysis of SoftVu vs alternative software solutions.

Frequently Asked Questions (FAQs)