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Bonzo

Conversation software for advisors and agents

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Bonzo is a multi-channel communication and CRM platform for advisors and agents that automates follow-up across email, SMS, voice and video until prospects are ready to talk. It addresses the time spent manually reaching out, tracking conversations and organizing data, allowing users to attract, convert and retain clients through automated engagement.

Core capabilities include lead management and automation, marketing campaign and drip sequences with a template library, pipeline and deal tracking, analytics and reporting, team collaboration with task assignment, and compliance logging. It integrates with loan origination systems, email, lead sources and AI tools, and offers an MMI data connection with single sign-on. A MonitorBase premium add-on provides predictive borrower insights and credit/license tracking alerts.

Bonzo is packaged as seat-based Solo and Small team plans, with an Enterprise edition available through sales. The MonitorBase add-on is offered separately through contact sales.

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