Mortgage CRM Software

Bntouch Mortgage CRM is a mortgage-specific software that helps loan officers and brokers manage leads and clients. It may feel overwhelming at first, but it offers organized marketing campaigns, automated follow-ups, and borrower portals to simplify your workload.

Shape Software is designed to help businesses automate workflows and manage operations efficiently. While it may not be useful for very small teams, its features help simplify processes and improve productivity, making it a solid choice for mid to large-sized businesses.

Market Leader is a real estate CRM that allows agents and teams to generate and manage leads, track client interactions, and use automated marketing tools. Although the interface may take time to get used to, the platform includes features that support lead management and communication.

If you are looking for an effective customer relationship management (CRM) solution, try Zoho CRM software. With features such as lead management, sales automation, and analytics, it empowers businesses to streamline their sales processes, boost customer engagement, and drive growth. Transform your business with the help of Zoho CRM.

Salesforce Engage Software helps sales teams to accelerate productivity and deal closures. It offers a variety of templates, real-time alerts, and customizable prospect activity feeds, all accessible through a mobile app which makes it easy to use. With user-based pricing, Salesforce Engage provides continuous online support for its users.

HubSpot CRM Software enhances customer relationship management processes allowing seamless customer interactions, tracking sales, and optimizing marketing efforts. Despite being slightly inflexible, HubSpot CRM is known for its user-friendly interface, ease of implementation, and scalability offering robust features that can be effectively utilized with some workarounds.

LeadSquared empowers healthcare organizations with a robust, fully-featured CRM that seamlessly integrates with Electronic Health Records (EHR) systems to unify patient data and engagement workflows. Its secure, HIPAA-compliant platform centralizes appointment scheduling, multichannel communications, self-serve patient portals, and mobile access—helping care teams manage patient relationships more efficiently and drive better

Pipedrive CRM streamlines the entire sales process with its advanced features like leads inbox and revenue forecasting. The software makes it easy for teams to manage leads, improve customer relationships, and track deals effectively. Despite the tricky customization, Pipedrive is a reliable choice for businesses looking to improve sales efficiency.

Elevate your business with Pipeliner CRM. Experience high adoption rates, reduced costs, and rapid returns on investment. Its user-friendly interface, streamlined workflows, and fast deployment process make us the ideal choice for businesses aiming for success.

ConnectWise ScreenConnect (formerly ConnectWise Control) offers an operations management solution for remote support, access, and meetings. It is a connected hub for technicians and customers, providing solutions without traditional communication. Despite the cost constraints, users find it excelling in remote connections, file transfers, and swift access.

PracticePanther streamlines law practice management, task automation and productivity escalation. It offers the benefits of a full-time employee at a minimal cost. The software extends user-friendly features, excellent support, and well-ordered updates to increase efficiency for law offices of any size.

Really Simple Systems is specifically designed for small B2B businesses, providing essential tools for efficient sales and marketing management. It streamlines complex applications, making them implementable at an affordable cost. The goal is to offer a user-friendly CRM platform that meets targeted needs of organizations, ensuring effective business management.

SharpSpring software is a marketing and sales platform designed to help businesses grow their pipeline, nurture leads, and close deals through increased conversions. While the systems’ visual email builder can be meticulous, occasionally demanding direct code edits, it does provide attractive templates for creating impactful sales emails.

Streak enables organizations to oversee projects and fundraising campaigns within Gmail. It facilitates sharing invitation links across departments with employee permissions, while performance reports offer valuable insights into product development and sales. Support response times are inconsistent, often requiring follow-ups, yet the platform is continuously evolving by enhancing its features.

Boomtown software offers tailored marketing and sales automation solutions for real estate. Brokers can customize lead generation websites, manage leads efficiently, and monitor team performance via a multi-device SaaS platform. While comprehensive training is needed for optimal use, the platform is user-friendly and well-structured.

Vtiger boasts an AI-powered CRM solution, enabling organizations to maximize growth by aligning their marketing, sales, and support teams with ease. Its collective customer data empowers businesses to make informed decisions by simplifying CRM processes, making it an effective tool for uninterrupted operations and strong customer management.

SugarCRM's advanced CRM platform enhances customer interactions and accelerates sales. It features user-friendly dashboards, detailed reports, selling strategies, AI-driven analytics, and a mobile app for smooth operations. While navigation improvements are warranted, the system offers 24/7 support and user forums for prompt issue resolution and knowledge sharing.

Infoflo transforms business operations with its all-in-one solution, optimizing customer relationships through lead tracking, communication management, and centralized data storage. Boost productivity and forge lasting connections. Elevate your business now with Infoflo!

IXACT Contact is an all-in-one customer relationship management (CRM) solution for real estate businesses. With features like contact management, marketing automation, and lead nurturing, it empowers professionals to streamline client relationships, enhance marketing efforts, and drive results. Revolutionize your real estate business with IXACT Contact now.

Pipeline CRM, previously known as PipelineDeals, offers a customer relationship management system that targets sales teams transitioning from internal spreadsheet systems to CRM software. While it could benefit from enhanced integration capabilities with other software solutions, it maintains a straightforward design, making it an accessible option for its users.

Bull Horn is an Applicant Tracking and CRM System developed for staffing agencies, offering a modern recruiting solution that boosts sales and optimizes operations. While small business owners find it slightly expensive, it is easy to implement and user-friendly, featuring an intuitive interface.

Nimble provides a CRM solution focused on maintaining lasting customer relationships. Its flexible workflow simplifies processes like contact management and automation. While Users desire enhanced data storage to organize data and streamline workflows, the platform's capability to track and manage sales pipelines and customers in a unified location is noteworthy.

Less Annoying CRM empowers your business with optimized customer management. Streamline your client management with powerful tools for contacts, tasks, and calendars. Some features are under development, which might limit the use of this software. Nonetheless, users can drive growth with simplicity, personalized support, and affordability.

Act! Provides a trusted CRM and marketing solution that streamlines work and stresses on client relationships, promoting intelligent marketing, effective sales, and personalized customer experiences. While Act! may not have a wide range of features, it prioritizes providing key functionality that fulfills the requirements of its users effectively.

NICE CXone enables brands to strengthen customer experience, brace brand value, and improve efficiency with a diverse interaction-centric platform, advanced CX potentiality, and specialized AI. While the software has reporting challenges, it boasts extraordinary user-friendliness, requiring minimal training for effective usage.