List of Jungo CRM Customers
San Diego, 92103, CA,
United States
Since 2010, our global team of researchers has been studying Jungo CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Jungo CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Jungo CRM for CRM include: Waterstone Mortgage, a United States based Banking and Financial Services organisation with 800 employees and revenues of $170.0 million, Insignia Mortagae, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million, The Heckman Group, a United States based Banking and Financial Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Jungo CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Jungo CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Insignia Mortagae | Banking and Financial Services | 10 | $1M | United States | Jungo | Jungo CRM | CRM | 2015 | n/a |
In 2016, Insignia Mortgage implemented Jungo CRM, a CRM, to manage loan pipelines, contact and referral tracking, and post close marketing across the United States. The Jungo CRM deployment supports Insignia Mortgage's Beverly Hills originations while extending operational coverage to distributed loan officers and referral partners nationwide.
The implementation centers on mortgage focused CRM capabilities, with configuration of pipeline management, contact and referral tracking, and marketing features tailored to post close engagement. The deployment is consistent with a cloud delivered CRM model for a small lender, and was configured to centralize borrower and referral data, standardize pipeline stages, and align origination and marketing workflows. Jungo is described on the vendor site as instrumental to Insignia's ongoing origination success, reinforcing the functional relationship between Insignia Mortgage, Jungo CRM, CRM, and the loan origination and marketing business functions.
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The Heckman Group | Banking and Financial Services | 10 | $1M | United States | Jungo | Jungo CRM | CRM | 2018 | n/a |
In 2018, The Heckman Group implemented Jungo CRM, deploying the CRM to manage mortgage pipelines and to automate follow up workflows for loan officers. The implementation is represented publicly by Brian Heckman on Jungo customer testimonials, and company level deployment is inferred from that testimonial and the firm profile in the United States.
Jungo CRM use at The Heckman Group centers on pipeline management, automated follow up workflows, and tools to improve loan officer productivity, aligning the CRM with front office sales and loan origination functions. Configuration emphasizes lead to close pipeline stages, follow up automation and task orchestration to standardize outreach and handoffs across loan officers, and governance adjustments formalized follow up processes and centralized pipeline visibility. Jungo CRM endorsement by Brian Heckman notes four to five years of use on Jungo's site, indicating sustained operational adoption.
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Waterstone Mortgage | Banking and Financial Services | 800 | $170M | United States | Jungo | Jungo CRM | CRM | 2023 | n/a |
In 2023, Waterstone Mortgage implemented Jungo CRM to centralize loan officer workflows and standardize borrower and partner communications across its multi-branch U.S. operation. The deployment positions Jungo CRM as the operational CRM for loan origination support, aligning sales and production touchpoints for loan officers and branch leadership.
Configuration centers on Jungo CRM modules described in the vendor case study, including LOS sync for bidirectional loan origination system synchronization, automation engines for borrower and partner communications, and dynamic reports and dashboards for production visibility. Jungo CRM’s automation capabilities orchestrate follow up, pipeline tasks, and referral partner notifications, while dynamic dashboards deliver role-specific reporting for loan officer and branch managers.
Integrations are focused on LOS synchronization and internal data feeds to maintain loan lifecycle state inside Jungo CRM, enabling real-time case management and pipeline tracking across branches. Operational coverage includes loan origination and sales functions, borrower communications, and branch-level production reporting across the United States, with the CRM serving as the single system of record for customer engagement workflows.
Governance emphasized workflow standardization and automated communications to support scale, with the Jungo case study reporting improved efficiency and support for scaling production. Waterstone Mortgage Jungo CRM CRM implementation illustrates a mortgage-specific CRM deployment that consolidates originator workflows, reporting, and communications to support growth in a multi-branch financial services environment.
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