Finding software can be overwhelming. Software Advice has helped hundreds of lenders choose the right mortgage CRM software to better manage customers and maximize their value.

Showing 1-20 of 225 products

HubSpot CRM

With its cloud-based, customer relationship management platform, HubSpot helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of segments, including... Read more

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Recent recommendations: 338 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Thryv

Thryv is a cloud-based customer relationship management (CRM) solution designed for small businesses across various industry verticals. Features include appointment scheduling, billing and invoicing, contact management, reputation... Read more

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Recent recommendations: 178 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Infusionsoft by Keap

Infusionsoft by Keap is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation and e-commerce functionalities in a suite. It helps small businesses across various industries... Read more

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Recent recommendations: 169 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Zendesk Sell (formerly Base)

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management (CRM) application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere.... Read more

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Recent recommendations: 153 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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NetSuite

NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing,... Read more

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Recent recommendations: 108 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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amoCRM

AmoCRM is a cloud-based customer relationship management solution that helps users manage the sales pipeline. Users can receive feedback and reports about the performance of salespersons. The solution offers lead scoring and nurturing,... Read more

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Recent recommendations: 84 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Salesforce.com

The Salesforce cloud is an on-demand customer relationship management (CRM) suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support. The Salesforce app has capabilities that... Read more

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Recent recommendations: 73 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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FunnelMaker Sales

FunnelMaker is a cloud-based customer relationship management (CRM) solution designed for businesses of all sizes. The solution offers a user dashboard and helps in automatic sales tracking, email tracking and opportunity management. FunnelMaker... Read more

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Recent recommendations: 27 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses... Read more

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Recent recommendations: 23 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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bpm'online CRM

Bpm'online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service. The... Read more

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Recent recommendations: 19 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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BNTouch Mortgage CRM

BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring marketing automation capabilities. The software offers features for each step of the mortgage process, from... Read more

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Recent recommendations: 18 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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LeadMaster

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,... Read more

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Recent recommendations: 17 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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TeamSupport

TeamSupport is a B2B customer support software that helps teams collaborate together by eliminating miscommunications, improving customer communication and swiftly addressing client issues. TeamSupport has several key features that... Read more

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Recent recommendations: 12 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Zendesk

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

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Recent recommendations: 9 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Salesforce.com Service Cloud

Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read more

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Recent recommendations: 7 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Copper CRM (formerly ProsperWorks)

Copper is a cloud-based customer relationship management tool that gives users complete views of their customers. The program is applicable to any industry, including advertising, distribution and real estate. The Copper solution... Read more

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Recent recommendations: 7 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Wowdesk

WowDesk is a customer service solution that helps small to large enterprises gather clients’ requests from all channels on a unified platform. With specific modules to manage customers, agents, managers, subject matter experts, administrators... Read more

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Recent recommendations: 6 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Wix Answers

Wix Answers is a cloud-based customer support solution that equips businesses with all service tools in one place. With integrated multi-channel ticketing, a knowledge base, call center and live chat software, you can use all Wix Answers... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Giva

Giva builds happy customer relationships while helping to grow loyalty and revenue. We enable any organization to be more reliable, flexible, and scalable. With Giva, customer interactions turn into lasting relationships while lowering... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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Kloudville

Kloudville is a cloud-based enterprise resource planning (ERP) solution that caters to wholesalers, distributors and e-commerce retailers and helps them to manage their business operations. Key features include inventory management,... Read more

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Recent recommendations: 5 recommendations

Platforms: MacWinLinux
Deployments: Cloud, On premise
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