--- title: "Best Mortgage CRM Software - 2026 Reviews & Pricing" description: "Find the best Mortgage CRM Software for your organization. Compare top Mortgage CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/mortgage-crm-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Mortgage CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Mortgage CRM Software of 2026 Updated September 14, 2026 On this page 1. Popular Comparisons 2. Buyers Guide Filter products 178 results ### Compare Products Showing 1 - 25 of 178 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### Product: Salesforce Sales Cloud [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.40 [(18808)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Best for:Mid-size businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It assists businesses in overseeing customer accounts, monitoring sales leads, executing and assessing marketing efforts and offering post-sale support. The upgraded Salesforce Lightning Experience enhances the CRM capabilities of Sales Cloud, optimizing the sales cycle and enabling sales representatives to effortlessly generate leads, manage accounts, oversee campaign progress and compile reports. Integration with Salesforce for Outlook allows for seamless synchronization of contacts, calendars, emails and tasks across both platforms, ensuring uninterrupted business operations. Specifically designed for small businesses, Sales Cloud empowers companies to organize contacts, monitor sales activities, manage tasks and events, generate leads and assess performance metrics. Additionally, for larger organizations, the sales cloud enterprise edition enriches the platform with additional features such as call scripting, collaborative selling tools, comprehensive business workflow management, approval processes, custom application development, API integrations and more. The Salesforce CRM solution is available as a software-as-a-service (SaaS) offering, providing a comprehensive technology infrastructure that includes data management, security, workflow integration and user interface functionalities. Automated CRM updates, centralized data and smarter insights backed by the Salesforce Platform and Data Cloud represent a leap towards a data-driven sales strategy. Additionally, the integration of Sales Cloud with Tableau brings advanced analytics to the forefront, enhancing forecast accuracy, pipeline growth and revenue optimization.  Salesforce Sales Cloud underpins revenue growth through its integrated growth platform, encapsulating revenue lifecycle management, CPQ (configure, price, quote) and sales performance management. This integration connects product catalogs, pricing management, contracts and billing in one coherent system, facilitating sales across various channels. Additionally, the partner relationship management is also enhanced, easing the management of resellers, distributors, and other partners to drive channel sales and performance.  Salesforce Sales Cloud presents a sales solution that is adaptable to various business needs, offering total visibility into the sales pipeline. It enhances sales team productivity through built-in AI and sales engagement tools. Trusted AI, grounded in unified sales data, offers sales teams faster, smarter selling capabilities. Furthermore, sales engagement is baked directly into the CRM, allowing for accelerated sales cycles and more impactful buyer connections. Additionally, outcome-based enablement programs improve seller efficiency and productivity, ensuring sales teams operate at peak performance levels. Salesforce Sales Cloud includes Agentforce, comprising SDR (Sales Development Representative) and Sales Coach components. The autonomous agents are designed to scale sales teams effectively. Additionally, it focuses on building the pipeline by autonomously nurturing inbound leads around the clock and elevating sales performance by offering personalized coaching to sales representatives.... [Read more](https://www.softwareadvice.com/product/2764-Salesforce/) ### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools ### Best rated features: Proposal Generation 5.0 Campaign Analytics 5.0 Drag & Drop 5.0 Job Scheduling 5.0 [See all features](https://www.softwareadvice.com/product/2764-Salesforce/#key-features) ### Starter Suite $25.00/month For up to 5 users ### Pro Suite $100.00/month This plan is designed for any size team and is billed annually. ### Enterprise $165.00/month This plan is designed for any size team and is billed annually. [See full pricing details](https://www.softwareadvice.com/product/2764-Salesforce/#pricing-and-plans) ### Product: LeadMaster [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) 4.13 [(36)](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more. LeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs. The monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.... [Read more](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) ### Best rated features: Search/Filter 5.0 Sales Pipeline Management 5.0 CRM 5.0 Interaction Tracking 5.0 ### Worst rated features: Reporting/Analytics 4.0 Lead Management 4.0 [See all features](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#key-features) ### Basic $10.00 [See full pricing details](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/#pricing-and-plans) ### Product: BNTouch Mortgage CRM [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) 4.52 [(98)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.... [Read more](https://www.softwareadvice.com/crm/bntouch-profile/) ### Best rated features: Task Management 5.0 Client Portal 5.0 Customizable Templates 5.0 Marketing Automation 4.5 ### Worst rated features: Pre-Qualification 3.5 Loan Processing 3.5 Reporting/Analytics 3.5 Client Management 3.8 [See all features](https://www.softwareadvice.com/crm/bntouch-profile/#key-features) ### Product: Coevera [Coevera](https://www.softwareadvice.com/product/113892-Coevera/) 4.60 [(216)](https://www.softwareadvice.com/product/113892-Coevera/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what they do. Formerly Pipeliner CRM, the platform relaunched as Coevera in 2026 after 15 years of pioneering visual pipeline management. The name says it all — Collaboration, Evolution, and a new Era of selling, rooted in "coe" (together) and "vera" (truth): together toward the truth. See your entire sales process at a glance. Coevera is visual-first by design, replacing endless data entry with dynamic pipelines, drag-and-drop deal management, and interactive dashboards that turn raw activity into instant insight. The no-code Automatizer puts powerful, multi-step workflow automation in the hands of everyday users — no developers, no IT bottleneck. And Voyager AI, the platform's intelligent engine, learns from your team's unique sales motion to deliver predictive guidance, contextual recommendations, and automated execution. The payoff: a CRM your reps actually want to open, one that points to the next best move instead of piling on busywork. Coevera is also future-proofing your stack. Through its new Coevera MCP Server, the platform adopts the Model Context Protocol — the emerging universal standard for AI connectivity — letting assistants like Claude, ChatGPT, and Microsoft Copilot securely tap live CRM data in real time, fully respecting every user's role-based permissions, with zero custom middleware. And it all runs on a promise the company calls "Win Together" — because Coevera only succeeds when its customers do. That means transparent, fair pricing with no lock-in contracts, no hidden fees, and no forced implementation consulting. It means support from real humans, not a chatbot maze. It means technology built to empower users, not trap them in admin dependency. And critically, your data is never used to train AI.... [Read more](https://www.softwareadvice.com/product/113892-Coevera/) ### Best rated features: Reminders 5.0 Forecasting 5.0 Source Tracking 5.0 Lead Nurturing 5.0 ### Worst rated features: Collaboration Tools 3.0 Prospecting Tools 3.0 [See all features](https://www.softwareadvice.com/product/113892-Coevera/#key-features) ### Basic $65.00/month [See full pricing details](https://www.softwareadvice.com/product/113892-Coevera/#pricing-and-plans) ### Product: MortgageHalo [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) 4.39 [(49)](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/) ### Pricing availability Free trial: Available Free version: Available Software Advice Summary MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.... [Read more](https://www.softwareadvice.com/product/54657-MortgageHalo/) ### Best rated features: CRM 5.0 Activity Dashboard 5.0 Client Database 5.0 Reporting & Statistics 5.0 [See all features](https://www.softwareadvice.com/product/54657-MortgageHalo/#key-features) ### Starter $417.00/month Up to 3 users - Up to 4,500 contacts - Billed annually ### Growth $625.00/month Uo to 6 users - Up to 9,000 contacts - Billed annually ### Pro $833.00/month Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](https://www.softwareadvice.com/product/54657-MortgageHalo/#pricing-and-plans) ### Product: LeadSquared [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) 4.26 [(167)](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving sales challenges for high lead-volume, high-velocity businesses that have multiple sales channels and teams. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale. Known for its verticalized, industry-centric solutions, LeadSquared serves EdTech, Education, Healthcare, BFSI, Real Estate, Automotive, and Hospitality industries. The company is headquartered in Bengaluru, India with a local presence in Middle East, North America, and South Africa. The software is available in a subscription pricing model. It runs on most web browsers and also has a dedicated Android and iOS application.... [Read more](https://www.softwareadvice.com/crm/leadsquared-profile/) ### Best rated features: Engagement Tracking 5.0 Multi-Channel Marketing 5.0 SMS Marketing 5.0 Sales Analytics 5.0 ### Worst rated features: Activity Dashboard 1.0 Social Media Integration 1.0 Reminders 1.0 [See all features](https://www.softwareadvice.com/crm/leadsquared-profile/#key-features) ### Product: Quickbase [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) 4.43 [(333)](https://www.softwareadvice.com/crm/quick-base-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Quickbase is a no-code/low-code operations platform that helps small businesses, mid-market companies, and enterprise organizations across industries such as construction, manufacturing, and professional services manage workflows, projects, and data. The software is deployed cloud-based, so teams can access it from any web browser without installing software. Core features include customizable app building, workflow automation, reporting and dashboards, and role-based permissions. These tools help teams track tasks, reduce manual data entry, and keep information organized across departments. Quickbase also connects with third-party tools like spreadsheets and other business applications to centralize data in one place. Support is available around the clock through an online knowledge base, community forums, and email. Paid plans include access to live support options. Quickbase suits operations teams looking to build custom business apps without relying on dedicated development staff.... [Read more](https://www.softwareadvice.com/crm/quick-base-profile/) ### What users love - Responsive and knowledgeable support - Highly flexible customization options - Automates complex business workflows ### To take in mind - Expensive for growing teams ### Best rated features: Territory Management 5.0 Status Tracking 5.0 Compliance Tracking 5.0 Accounting 5.0 [See all features](https://www.softwareadvice.com/crm/quick-base-profile/#key-features) ### Free trial Custom Pricing available upon request ### Team $35.00/month Minimum of 20 users ### Business $55.00/month Minimum of 40 users [See full pricing details](https://www.softwareadvice.com/crm/quick-base-profile/#pricing-and-plans) ### Product: Zoho CRM [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.31 [(6996)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer support functions. Zoho CRM helps users respond to customers across channels in real-time. Zia, Zoho CRM's AI-powered sales assistant, can predict an appropriate time to contact customers. It scans emails for emergencies and can display relevant statistics or documents when performing searches. Uers can integrate with G Suite, WordPress, MailChimp, Evernote, Unbounce and other third-party systems. Zoho CRM's software development kits provide tools to build custom functions to add to the CRM. Zoho CRM is available on monthly or annual subscriptions and support is extended via phone, email, documentation and other online measures.... [Read more](https://www.softwareadvice.com/crm/zoho-crm-profile/) ### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools ### Best rated features: Client/Property Matching 5.0 For Financial Institutions 5.0 For Mac Devices 5.0 eCommerce Management 5.0 ### Worst rated features: Chatbot 2.0 Social Marketing 3.0 Sales Forecasting 3.0 [See all features](https://www.softwareadvice.com/crm/zoho-crm-profile/#key-features) ### Free Custom Pricing available upon request Up to 3 Users ### Standard $14.00/month ### Professional $23.00/month [See full pricing details](https://www.softwareadvice.com/crm/zoho-crm-profile/#pricing-and-plans) ### Product: Zendesk Suite [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) 4.41 [(4090)](https://www.softwareadvice.com/product/26892-Zendesk/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Zendesk is a leading customer relationship management tool that ensures your mortgage agency stays on top of its interactions, contacts and productivity. This cloud-based system also offers custom reporting and analytics.... [Read more](https://www.softwareadvice.com/product/26892-Zendesk/) ### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set ### Best rated features: Predictive Dialer 5.0 Batch Communications 5.0 Tagging 5.0 Online Forums 5.0 ### Worst rated features: Widgets 2.7 Interactive Content 3.0 Account Alerts 3.0 [See all features](https://www.softwareadvice.com/product/26892-Zendesk/#key-features) ### Suite Team $55.00/month ### Suite Growth $89.00/month ### Suite Professional $115.00/month [See full pricing details](https://www.softwareadvice.com/product/26892-Zendesk/#pricing-and-plans) ### Product: SAP Customer Experience [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) 4.25 [(245)](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Mortgage lenders and brokers can utilize SAP for their customer service, marketing and sales activities. SAP offers a feature rich system that is available in the cloud or on premises. We recommend it for most sizes of companies.... [Read more](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) ### What users love - Comprehensive client management tools - Effective customer service features ### To take in mind - Complex and unintuitive interface ### Best rated features: Customer Complaint Tracking 5.0 Client Management 4.8 Customer Database 4.8 Interaction Tracking 4.8 ### Worst rated features: Campaign Planning 3.0 Pipeline Management 3.8 Forecasting 3.8 Campaign Management 4.0 [See all features](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#key-features) ### Basic $58.00/month [See full pricing details](https://www.softwareadvice.com/crm/sap-customer-experience-profile/#pricing-and-plans) ### Product: HelpCrunch [HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/) 4.78 [(195)](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary HelpCrunch is a customer communication platform built for web and mobile businesses, including SaaS companies, e-commerce stores, and digital agencies of all sizes. The software is cloud-based, so no installation is required. Core features include live chat, email marketing, a shared inbox, a knowledge base, and automated messaging. Live chat lets support teams respond to visitors in real time, while automated messages can be triggered based on user behavior to guide customers through onboarding or re-engage inactive users. The shared inbox consolidates conversations from chat, email, and social channels into one place, reducing the chance of missed messages. HelpCrunch also includes a built-in knowledge base tool, allowing teams to publish self-service help articles and reduce repetitive support requests. Support for HelpCrunch users is available via email, live chat, and an online knowledge base with documentation and guides.... [Read more](https://www.softwareadvice.com/crm/helpcrunch-profile/) ### Best rated features: Real-Time Monitoring 5.0 Surveys & Feedback 5.0 Customer Database 5.0 Catalog Management 5.0 ### Worst rated features: Canned Responses 3.0 Third-Party Integrations 3.0 Call Center Management 4.0 Social Media Integration 4.0 [See all features](https://www.softwareadvice.com/crm/helpcrunch-profile/#key-features) ### Basic $15.00/month Total pricing depends on the number of team members and emails. ### Pro $25.00/month Total pricing depends on the number of team members and emails. ### Enterprise Custom Pricing available upon request Contact for pricing details [See full pricing details](https://www.softwareadvice.com/crm/helpcrunch-profile/#pricing-and-plans) ### Product: Dynamics 365 [Dynamics 365](https://www.softwareadvice.com/product/106335-Dynamics-365/) 4.37 [(5851)](https://www.softwareadvice.com/product/106335-Dynamics-365/reviews/) Best for:On the rise ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Microsoft Dynamics CRM offers one of the strongest feature sets on the market at an affordable price point for companies of all sizes. This system helps mortgage professionals better manage leads and optimize sales opportunities.... [Read more](https://www.softwareadvice.com/product/106335-Dynamics-365/) ### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process ### Best rated features: Monitoring 5.0 Trend Analysis 5.0 Commission Management 5.0 For Call Centers 5.0 ### Worst rated features: Lead Scoring 3.5 Sales Trend Analysis 3.8 Prospecting Tools 3.9 API 3.9 [See all features](https://www.softwareadvice.com/product/106335-Dynamics-365/#key-features) ### Professional $50.00/month ### Enterprise $105.00/month ### Premium $195.00/month [See full pricing details](https://www.softwareadvice.com/product/106335-Dynamics-365/#pricing-and-plans) ### Product: NetSuite [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) 4.23 [(2068)](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/reviews/) Best for:Popular ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises. NetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights. NetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management. The platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics. NetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.... [Read more](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) ### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience ### Best rated features: "What If" Scenarios 5.0 Aging Tracking 5.0 Vendor Master Data Management 5.0 Import/Export Management 5.0 [See all features](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/#key-features) ### Product: Google Contacts [Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) 4.71 [(709)](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/) Best for:Contact Database ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details such as mailing address, phone number or directory profile and categorize them using labels. Google Contacts offers integration with Gmail, which helps businesses send emails to specific individuals or multiple groups. The solution enables users to manually merge duplicate contacts, star important profiles and delete or restore phone numbers as per individual requirements. Additionally, managers can utilize the search functionality to retrieve specific information from the directory. Google Contacts enables organizations to print profiles and export contacts in vCard or CSV format. The product is available for free and support is extended via documentation.... [Read more](https://www.softwareadvice.com/crm/google-contacts-profile/) ### Best rated features: Contact Database 4.7 Search/Filter 4.7 Shared Contacts 4.6 Data Import/Export 4.6 ### Worst rated features: For iPad Devices 4.0 [See all features](https://www.softwareadvice.com/crm/google-contacts-profile/#key-features) ### Basic Custom Pricing available upon request [See full pricing details](https://www.softwareadvice.com/crm/google-contacts-profile/#pricing-and-plans) ### Product: Flowlu [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) 4.81 [(387)](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Available Software Advice Summary Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling finances, Flowlu brings everything together in a single, intuitive platform. Powerful CRM & Sales Automation Flowlu simplifies lead management, contact tracking, and sales pipeline visualization. Easily organize prospects, log interactions, and automate follow-ups to close deals faster. With color-coded sales funnels and real-time reporting, businesses gain clear insights into every stage of the sales process. Seamless Project & Task Management Keep projects on track with Kanban boards, Gantt charts, and task lists. Assign tasks, set deadlines, track time, and collaborate effortlessly. Custom workflows and automation help eliminate manual work, ensuring teams stay focused and productive. Integrated Invoicing & Financial Tools Flowlu’s built-in financial tools make it easy to send invoices, track payments, and manage expenses. Generate professional invoices using client data, automate recurring billing, and accept payments through PayPal, Stripe, Skrill, and more. Collaboration & Knowledge Sharing Enhance teamwork with built-in chat, shared workspaces, and file storage. Keep important documents, meeting notes, and project updates organized in a centralized knowledge base for both internal teams and external customer support. Customization & Integrations Flowlu adapts to your unique business needs with custom fields, lists, and dashboards. Integrate seamlessly with Google Drive, Zendesk, and other essential tools to streamline workflows and improve efficiency. Mobile Access & Support Stay connected with Flowlu’s mobile apps for Android and iOS, ensuring you can manage work on the go. Support is available via email, knowledge base, and community forums, providing the assistance you need whenever you need it. From sales to project execution, Flowlu helps businesses streamline operations, automate workflows, and improve team collaboration—all in one powerful platform.... [Read more](https://www.softwareadvice.com/project-management/flowlu-profile/) ### Best rated features: Time Tracking 5.0 Decision Support 5.0 Segmentation 5.0 Customizable Invoices 5.0 [See all features](https://www.softwareadvice.com/project-management/flowlu-profile/#key-features) ### Free $0.00/year This is a forever free plan with up to 2 users and 100 MB of storage space. ### Essential $9.00/month For growing teams: move beyond basic task tracking to manage client work confidently. ### Advanced $17.00/month For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](https://www.softwareadvice.com/project-management/flowlu-profile/#pricing-and-plans) ### Product: The Mortgage Office [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) 4.83 [(288)](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Not available Free version: Not available Software Advice Summary The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders. The Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements. The Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.... [Read more](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) ### Best rated features: Online Applications 5.0 Electronic Applications 5.0 For Borrowers 5.0 Activity Dashboard 5.0 ### Worst rated features: Business Loans 1.0 CRM 1.0 Customizable Reports 1.0 [See all features](https://www.softwareadvice.com/crm/the-mortgage-office-profile/#key-features) ### Product: EngageBay CRM [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.65 [(910)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Best for:Customer support ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by over 150,000 companies worldwide, EngageBay enables teams to attract, engage, and delight customers with ease. Create content faster with AI-powered email and campaign generation, prioritize leads with AI deal scoring, and boost productivity with smart insights and automated recommendations. From marketing automation and sales CRM to helpdesk and live chat, EngageBay unifies all your growth tools to help you scale efficiently and build lasting customer relationships. Features of EngageBay include email marketing, landing pages, live chat/helpdesk, ticketing, telephony, appointment scheduling, contact management and more. It comes with a built-in CRM, which allows firms to manage and track all activities across customers, leads and deals as they proceed through pipelines. Additionally, it provides marketing capabilities for users to generate leads through automated email templates, customizable forms/popups, social media engagement and more. EngageBay enables businesses to use Zapier and Xero integration to connect the platform with several third-party applications such as Salesforce, Intercom, MailChimp, Hubspot and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and email.... [Read more](https://www.softwareadvice.com/crm/engagebay-profile/) ### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth ### Best rated features: Multi-Campaign 5.0 Real-Time Chat 5.0 Customer Engagement 5.0 Responsive Web Design 5.0 [See all features](https://www.softwareadvice.com/crm/engagebay-profile/#key-features) ### Product: noCRM [noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) 4.65 [(494)](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/) Best for:Value for money ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who actually sell, noCRM is an action-driven lead management tool that keeps you focused on real opportunities. Whether you’re a solopreneur, growing a sales team, or running a high-performance outbound operation, noCRM helps you capture leads from any source, follow up consistently, advance deals with clarity, and close faster. Why salespeople love noCRM: ⚡ Action-driven: stay focus on what matters the most: turning leads into deals. 👥 Flexible: built for solo sellers, scaling teams, or outbound telesales crews. 🚀 Easy: quick to set up, simple to adopt, and ready to grow with you.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) ### Best rated features: Calendar Management 5.0 Sales Activity Management 5.0 Document Storage 5.0 Reporting & Statistics 5.0 ### Worst rated features: Collaboration Tools 1.0 Call Logging 3.0 Alerts/Notifications 4.0 [See all features](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#key-features) ### Starter $13.00/month Shift your attention to what truly drives revenue: converting prospects into customers. ### Expert $26.00/month Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your business momentum.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) ### Dream $39.00/month Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate your sales operations.... [Read more](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/#pricing-and-plans) ### Product: Yonyx [Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/) 4.75 [(259)](https://www.softwareadvice.com/crm/yonyx-profile/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead qualification, compliance and other processes. The platform includes decision trees, which enable organizations to design and visualize customer interactions using multimedia flowcharts. Yonyx enables authors to design custom guides for agents using images, hyperlinks, videos, data sorting, and other attributes to streamline customer service operations. It offers various features such as automated guide authoring, user defined commands embedded in guidance steps, analytics, integration with CRM systems and more. Additionally, administrators can invite users, provide role-based permissions, and update tags to facilitate search functionality. Yonyx lets managers gain insights into account usage, incidents, author/user activities, compliance and other metrics via reports and analytics. It supports integration with various third-party applications using REST and JavaScript APIs. Pricing includes monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/) ### Best rated features: Web-based Deployment 5.0 Help Desk Management 5.0 Decision Support 5.0 WYSIWYG Editor 5.0 [See all features](https://www.softwareadvice.com/crm/yonyx-profile/#key-features) ### Professional $25.00/month This plan provides all features of Yonyx platform for stand alone use. Integrations, SSO or API access require upgrade to Enterprise Plan.... [Read more](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/yonyx-profile/#pricing-and-plans) ### Product: PhoneBurner [PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/) 4.78 [(176)](https://www.softwareadvice.com/crm/phoneburner-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in live conversations. The system offers functionalities that include power dialing, lead management, email follow-up, SMS, sales cadence, performance management and analytics. The PhoneBurner system is a leader in its support of TCPA/FCC compliance and provides cutting edge tools to help teams engage in efficient, effective, and compliant communications. Use the built-in CRM, or integrate with Salesforce, HubSpot, Zoho, monday.com and other leading CRMs and apps. Other features include 1-click voicemails, one-touch emails and SMS, email tracking, custom dispositions, call recording, call transfer, local ID, sales cadence, automatic lead distribution and more. PhoneBurner scales to any size team and can be managed from one central admin portal. Analytics, reporting and live call monitoring/coaching features offer real-time visibility into ongoing activities and calling performance. The platform is cloud-based and requires no installations, setup fees, or contracts. The solution is available on a monthly subscription basis and provides customer support via phone and email.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/) ### Best rated features: Reporting & Statistics 5.0 Workflow Automation 5.0 Email Marketing 5.0 Performance Management 5.0 [See all features](https://www.softwareadvice.com/crm/phoneburner-profile/#key-features) ### Standard $165.00/month The plan includes CRM solutions and an powerful dialer. ### Professional $195.00/month The plan includes all features from the standard plan with additional add-ons to help teams grow. ### Premium $215.00/month The plan includes all features from the standard and professional plans plus a dedicated inbound number with text messaging capabilities.... [Read more](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/crm/phoneburner-profile/#pricing-and-plans) ### Product: Supportbench [Supportbench](https://www.softwareadvice.com/help-desk/supportbench-profile/) 4.81 [(129)](https://www.softwareadvice.com/help-desk/supportbench-profile/reviews/) Best for:Features ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary The AI-Powered Helpdesk for Modern B2B Teams Supportbench is the most complete helpdesk platform built specifically for B2B support and success teams. Designed for high-touch customer relationships, we embed AI throughout your workflow to automate the manual, reduce costs, and empower your agents with real-time intelligence. No IT team required. Top Benefits: Reduce support costs by automating repetitive work Improve resolution times with AI-powered case context and suggestions Increase agent productivity with an AI Copilot that guides every reply Get faster time to value—Supportbench is easy to configure and launch Gain visibility into KPIs and customer health with built-in analytics Key AI Features: AI QA Bot that answers questions or raises tickets automatically AI Copilot that suggests the next best response based on history and KB Automatic case summaries when tickets are opened or closed Turn cases into knowledge base articles instantly Predictive CSAT and CES scores without needing survey responses Auto-tagging, auto-prioritization, and issue classification via AI Powerful Enterprise Functionality: Dynamic SLAs that adapt based on customer and case context Native Salesforce synchronization to show licensing and contract data Secure, branded customer portal with full customization Rich email editor that supports inline images and formatting Escalation management with notes, stages, and auto-escalation rules Internal and external knowledge bases for both agents and customers Built for B2B Teams That: Need to manage complex or high-value accounts Want fewer support escalations and better visibility Prefer a platform that doesn't require constant IT involvement Are scaling fast and need a modern, all-in-one solution Supportbench is the #1-rated B2B helpdesk on G2, Capterra, and Software Advice with a 4.9/5 average rating. It’s the helpdesk that helps you do more—with less.... [Read more](https://www.softwareadvice.com/help-desk/supportbench-profile/) ### Best rated features: Customer History 5.0 Inbox Management 5.0 Real-Time Analytics 5.0 Interaction Tracking 5.0 ### Worst rated features: Monitoring 3.0 Reporting & Statistics 4.0 Search/Filter 4.0 [See all features](https://www.softwareadvice.com/help-desk/supportbench-profile/#key-features) ### Supportbench $32.00/month Pricing starting at $32 USD a month per agent all modules included including ticketing, knowledge base, AI, and Chat. Special discounts for Startups and Non-Profits available as well.... [Read more](https://www.softwareadvice.com/help-desk/supportbench-profile/#pricing-and-plans) [See full pricing details](https://www.softwareadvice.com/help-desk/supportbench-profile/#pricing-and-plans) ### Product: Sage Sales Management [Sage Sales Management](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) 4.64 [(171)](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/reviews/) Best for:Ease of use ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, efficient sales activity measurement and management. Key features include: - AI-powered analysis for real-time sales impact measurement. - Geolocated opportunity information for strategic planning. - Timeline Conversations for streamlined communication around CRM activities like visits, emails, or calls. - Customizable real-time data fields and stages to match unique sales processes. - AI-driven insights to minimize errors and misunderstandings. - Easy integration with your favorite apps. - Enhanced collaboration across departments, fostering a unified approach to sales success. Available on Android and iOS, Sage Sales Management Mobile CRM adapts to various devices, offering a mobile-first design that’s user-friendly and has a high adoption rate.... [Read more](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/) ### Best rated features: Marketing Automation 5.0 For Insurance Industry 5.0 Document Storage 5.0 Quotes/Estimates 5.0 ### Worst rated features: Product Catalog 3.0 [See all features](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#key-features) ### Basic €19.00/month [See full pricing details](https://www.softwareadvice.com/field-service/forcemanager-mobile-profile/#pricing-and-plans) ### Product: Kommo [Kommo](https://www.softwareadvice.com/product/3142-Kommo/) 4.47 [(263)](https://www.softwareadvice.com/product/3142-Kommo/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger platforms are supported. You can create your own chatbots with the code-free chatbot builder, and make sure your business is online 24/7, at any capacity. Sales managers love Kommo for in-depth analytics, reporting, and automation capabilities Lead generation is simple with Kommo’s easy to use integrations and web forms. Chat, call and email your prospects straight from the CRM. All events are stored in the lead card, including call recordings, tasks and chat messages. No data is lost or forgotten. It’s a messenger-based sales solution for entrepreneurs, small and medium businesses. With workflow automation, you can ensure your sales team doesn’t waste time on repetitive tasks. Manage leads, assign tasks, run email campaigns and much more without lifting a finger. In-depth analytics provide a full overview of your sales process. You can even manage the CRM on the go, with the mobile app available both on iOS and Android. The setup process is made as seamless as possible. Connecting your email address and importing your customer database takes mere moments. Integrate with a myriad of different services free of charge, and build a powerful sales stack. Our clients are offered free onboarding and setup assistance, as well as multichannel support during business hours.... [Read more](https://www.softwareadvice.com/product/3142-Kommo/) ### What users love - Centralized communication integrations hub - Efficient lead organization tools - Organized and visual sales tracking ### To take in mind - Slow and ineffective support response ### Best rated features: Appointment Scheduling 5.0 Engagement Tracking 5.0 Sales Forecasting 5.0 Drag & Drop 5.0 ### Worst rated features: Segmentation 1.0 [See all features](https://www.softwareadvice.com/product/3142-Kommo/#key-features) ### Base $15.00/month 2,500 active leads per user ### Advanced $25.00/month 5,000 active leads per user ### Enterprise $45.00/month 10,000 active leads per user [See full pricing details](https://www.softwareadvice.com/product/3142-Kommo/#pricing-and-plans) ### Product: HubSpot CRM [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.51 [(4484)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Best for:Enterprise businesses ### Pricing availability Free trial: Not available Free version: Available Software Advice Summary HubSpot is an AI-enabled, cloud-based CRM solution designed to support businesses of all sizes in the growth journey. It caters to a broad range of clients, both in the B2B and B2C sectors, and is versatile enough to suit various industries. The platform provides a wide array of functionalities, including marketing, sales automation, management of the sales pipeline, managing customer relationships, tracking emails, and organizing contacts and leads among others. HubSpot CRM includes a dynamic dashboard that offers a live overview of the sales process. This system streamlines the tracking of all customer interactions across emails, social media, live chats or phone calls, with each action automatically documented in a neatly arranged timeline for each lead. It incorporates marketing strategies to attract leads and features for automating email marketing, as well as sales tools for tracking deals and managing the sales workflow. Additionally, it connects all the business data and integrates with external applications, ensuring that marketing, sales and customer service teams have timely insights.  HubSpot CRM offers a contact and lead management system. Users can manage contacts and leads, gaining valuable insights into the business performance through the reporting dashboard. The platform's pipeline management tools provide total visibility into the sales process, allowing teams to track deals, calls and emails. Additionally, the meeting scheduler feature streamlines the process of coordinating meetings with prospects and customers. HubSpot CRM's marketing capabilities include email marketing, form and landing page builders and ad management tools. These features enable businesses to create personalized customer experiences, nurture leads and manage marketing campaigns. Additionally, the platform's help desk and ticketing system, shared inbox and live chat software enhance the customer support experience, enabling teams to enhance relationships with their clients.... [Read more](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) ### What users love - Centralized customer relationship management - Unified sales and marketing hub - Intuitive and accessible interface ### To take in mind - Escalating costs and rigid plans - Email integration and automation issues - Cumbersome contact organization tools ### Best rated features: Collaboration Tools 5.0 For Mac Devices 5.0 Batch Processing 5.0 Contract/License Management 5.0 ### Worst rated features: Business Card/Badge Scanning 3.0 File Management 3.3 Data Visualization 3.8 Multi-Channel Communication 3.8 [See all features](https://www.softwareadvice.com/product/1854-HubSpot-CRM/#key-features) ### Product: Daylite for Mac [Daylite for Mac](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) 4.58 [(361)](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/reviews/) Best for:Small businesses ### Pricing availability Free trial: Available Free version: Not available Software Advice Summary Daylite is the all-in-one app built for service-based businesses to manage the entire client cycle in one place. From first meeting to repeat business, Daylite connects every step of the journey, eliminating wasted time and missed details from disconnected tools. It combines CRM, project management, calendars, tasks, notes, and email into one system designed for Apple users. Capture and track leads, turn emails into action, see all your work in one place, and stay on top of tasks and schedules. Daylite helps organize your team, strengthen client relationships, and drive repeat and referral business. Unlike generic CRMs, Daylite is built for people who sell their expertise: consultants, fractional executives, freelancers, agencies, coaches, designers, lawyers, real estate professionals, financial planners, construction companies, and other service-based businesses where time and trust are everything.... [Read more](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/) ### Best rated features: Workflow Configuration 5.0 Team Assignments 5.0 File Sharing 5.0 Idea Management 5.0 ### Worst rated features: Data Import/Export 2.0 Reporting/Analytics 2.8 [See all features](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#key-features) ### Leap $19.00/month For anyone starting their business journey or running a side hustle. ### Growth $39.00/month For full-time businesses with expanding needs and potentially adding a team. ### Scale $59.00/month For established businesses that need advanced tools & support to scale successfully. [See full pricing details](https://www.softwareadvice.com/project-management/daylite-for-mac-profile/#pricing-and-plans) 1 [2](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=5) ... [8](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=8) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Dynamics 365 vs Zoho CRM ](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[ LiveAgent vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[ EngageBay CRM vs Pipedrive ](https://www.softwareadvice.com/crm/engagebay-profile/vs/pipedrive/)[ ActiveCampaign vs Keap ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/infusionsoft-crm/) ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. As most people know, CRM software is used for customer relationship management. That sounds simple enough ... and it even has an easy acronym to remember it by! It sounds simple right up until you ask the question—the question all buyers of CRM software really should ask—What kind of customers? That’s a very important question. Not all customers are the same. Of course they vary from individual to individual, but that’s less important than the fact customers in different industries need and expect different relationships with the businesses they patronize. Purchasing CRM software that’s tailored to one specific industry will not work very well, unless you’re in that specific industry. Similarly, if you’re in an industry that has unique relationships with customers, or requires lots of specialized outreach or management processes, then a generic CRM platform wouldn’t be the best choice. In this Buyer’s Guide, we look at CRM software designed very specifically for the mortgage industry. Here's what we'll cover: [What Is Mortgage CRM Software?](#WhatIsMortgageCRMSoftware) [Common Features of Mortgage CRM Software](#CommonFeaturesofMortgageCRMSoftware) [Evaluating Mortgage CRM Software](#EvaluatingMortgageCRMSoftware) [Mortgage CRM Software In the News](#MortgageCRMSoftwareIntheNews) ## What Is Mortgage CRM Software? Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. And given all the ups and downs the mortgage industry has faced over the past ten years, it’s an industry that can use all the help it can get. The subprime mortgage crisis is anything but a distant memory. Delinquencies and foreclosures are still common occurrences, and mortgage lenders have realized the importance of focusing on the customer acquisition and management lifecycle as a means of recovery. In particular, lenders and loan officers must overcome the hurdles of keeping detailed client notes and maintaining timely client follow-up. They require proper contact management coupled with loan pipeline management in order to stay in control of their business. On top of client retention, mortgage lenders also need to grow and expand their operation in a highly competitive market. _Customer management screen in TeamSupport_ ## Common Features of Mortgage CRM Software Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features:

Loan pipeline Management

Mortgage CRM software should tie in with existing loan-originating software (LOS) systems to improve loan pipeline management. This integration allows lenders to view loan reports on-demand, track loans as they go through the LOS and synchronize important data such as loan status values and 1003 application data. With a few clicks, the lender can access contact information, loan information, email and phone call history.

Referral partner marketing

In a highly competitive market, mortgage companies can benefit greatly from a program that facilitates drip marketing campaigns and campaign tracking to send targeted messages to clients and referral partners. Tracking these campaigns helps lenders know how to cultivate and reward client and partner loyalty.

Mortgage event alerts

There should also be tools for notes and alerts that remind the lender of important upcoming events, such as which clients want to refinance several weeks or months in the future. Some systems also have a news update application that provides the most up-to-date information, such as increased annual premiums or changes in upfront mortgage insurance rates (UFMIP).

Regulation compliance

With the current instability in the market, it is even more important for lenders to stay abreast of new regulations and compliance issues in their industry. Integrated compliance modules are available in some products to help ensure that business operations are in line with regulations enforced by organizations such as the Federal Housing Administration (FHA).

## Evaluating Mortgage CRM Software Mortgage CRM software can automate many of the day-to-day marketing and loan processing, facilitating marketing efforts and increasing accuracy and customer service. When selecting mortgage CRM software, ask the following questions: - Do you plan to host the software locally on your own servers or are you looking for a cloud-deployed solution? - Does the software integrate seamlessly with your existing LOS system for end-to-end loan visibility? - Does the software integrate with other existing legacy systems such as [ERP](https://www.softwareadvice.com/erp/) or [accounting](https://www.softwareadvice.com/accounting/)? - Does your organization require a Web-based customer portal so customers can access loan applications and information online? - Does your organization require capabilities for multi-channel marketing (i.e., email, phone, direct etc.)? - Will you be producing and sending a lot of content and documents to send to customers? ## Mortgage CRM Software In the News **Lenders make strides in personalizing borrower relationships.** June, 2016. A [report](http://www.cutimes.com/2016/07/10/members-expect-you-to-make-it-personal) in _Credit Union Times_ describes how many mortgage lenders are investing in tools to help them offer more personalized service to their customers. It suggests that consumers are expecting this personalized service and are less responsive to more outdated methods of non-personalized marketing, like generic mass emails. **Email marketing not dead in mortgage industry.** July, 2016. NationalMortgageProfessional.com Writer Brent Emler makes the case for a renewed look at the efficacy of email marketing in the mortgage lending industry. Far from dead, Emler says, “E-mail marketing is evolving from the carnival barker pitching a new act to an engaging personalized conversation built on collaboration and timely delivery of appropriate opportunities to help consumers become happily involved with products and services.” **Mason-McDuffie Mortgage Corp. focuses on borrower experience.** July 2016. “Borrowers can get lost in the huge amount of paperwork involved in the loan process,” writes Jason Frazier, chief information officer at Mason-McDuffie, in [the latest issue](http://www.housingwire.com/articles/37425-mason-mcduffie-mortgage-corp-focuses-on-borrower-experience) of _HousingWire_ magazine. With the company’s newly developed software solution, they’ll reduce paperwork redundancies, shorten wait times for customers and add several other customer experience improvement measures.