# Compare BNTouch Mortgage CRM vs Salesforce Sales Cloud 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Salesforce Sales Cloud and BNTouch Mortgage CRM based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/37032-61368/BNTouch-vs-Salesforce

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# Salesforce Sales Cloud vs BNTouch Mortgage CRM Features and Cost Comparison

Last updated June 3rd, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Salesforce Sales CloudBNTouch Mortgage CRM2/4 selected

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

[BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/)

[## Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.4 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

$25.00/month

Value-for-Money

4

Functionality

4.4

Ease of Use

4

Customer Service

4.1

Reviews Sentiment

Based on [18,790 reviews](#user-reviews)

Positive

16,827

Neutral

1,488

Negative

475

[## BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/)

Starting Price

$165.00/month

Value-for-Money

4.3

Functionality

4.4

Ease of Use

4.3

Customer Service

4.5

Reviews Sentiment

Based on [98 reviews](#user-reviews)

Positive

86

Neutral

7

Negative

5

## Send this comparison chart to my inbox

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## Summary

* * *

Key features rated by users

Features selected based on 17,855 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

88%Fit

High performer

Feature ratings

Data Security

4.5

Contact Management

4.5

Lead Management

4.4

Sales Pipeline Management

4.5

Activity Dashboard

4.5

61%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.5

Lead Management

4.3

Sales Pipeline Management

3.9

Activity Dashboard

NA

User satisfaction

User satisfaction

4.4

User reviews[18,790](https://www.capterra.com/p/61368/Salesforce/reviews/)

Ease of use

4.0

Functionality

4.4

Value for money

4.0

Customer support

4.1

User satisfaction

4.5

User reviews[98](https://www.capterra.com/p/37032/BNTouch/reviews/)

Ease of use

4.3

Functionality

4.4

Value for money

4.3

Customer support

4.5

Price starts from

Price starts from

$25Per User, Per Month

-   Free version
-   Free trial

Price starts from

$165Per User, Per Month

-   Free version
-   Free trial

Best for

Best for

Sales teams, sales managers, marketing teams, and partner managers.

Best for

Mortgage Professionals: Loan Officers, Loan Advisors, Mortgage Brokers, and Mortgage Marketers

## User reviews

Pros & cons

AW

Andrew W.

Senior sales Rep

> "The best thing about Salesforce Sales Cloud as a salesperson is the ability to neatly and conveniently organize my book of business for success and growth!"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7099330)

JSF

Jennsy Suyapa F.

Customer Service

> "There is no duplicate message if the information is entered twice so can easily confuse during a call or resolving a ticket where you only have minutes to solve a client issue, we had..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7034651)

KA

Khyan A.

Senior Business Development Representative

> "You can customise workflows, reporting, and dashboards to fit almost any sales process, and it integrates well with other tools. Once it’s set up properly, it becomes a very powerful system..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7113059)

Nathaniel C.

Account Executive

> "Admin-level customization often requires technical expertise or certified support, which adds cost and dependency."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7085245)

RAUL M.

Software support

> "Salesforce Sales Cloud is a premier solution for any organization looking to scale, offering a User Interface that is both sleek and highly functional once tailored to your specific needs."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7142408)

ZR

Zane R.

Office Coordintator

> "The user interface for some things such as email templates and forms is not the most friendly and is fairly bare bones"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095153)

LJ

Lauren J.

Contact Tracing Manager

> "The communication channels offered a seamless opportunity to collaborate among the large team in Massachusetts, and user interface is critical for ease of use with multiple employees logging..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7133008)

YB

YURI B.

Accounting Sales

> "It was a bit much and then it didn't integrate with our accounting software, so we input stuff multiple times."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7111664)

Nathaniel C.

Account Executive

> "From automating lead workflows to detailed pipeline tracking, it enables full control and visibility over the sales cycle."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7085245)

AS

Alison S.

Executive Sales manager

> "Our organization had required data points for us to fill daily, some of which were not as helpful for meaningful sales progress as others."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7006832)

Lucas B.

Gerente de negócios

> "The reporting and analytics features are top-notch, allowing for precise forecasting and deep insights into client behavior and product penetration"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7177687)

AP

Arpit P.

IT Consultant

> "Salesforce Sales Cloud requires specific training and onboarding to use the service effectively which leads to the platform’s higher cost compared to other CRMs it is a con for smaller..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6557891)

Jeff R.

Project Manager

> "The real-time reporting and analytics provide strong visibility into pipeline performance, allowing for better forecasting and more informed decision-making."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7146563)

JL

Joshua L.

Pharmacist

> "It is really hard to log in and takes a long time with the authentication, I understand why but remembering passwords is hard"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7083629)

VR

Verified Reviewer

Director of Sales and Marketing

> "I can't believe the levels of customization, configuration, automation, and now AI. If you set this up right, you can manage your entire business with Salesforce and Salesforce App Exchange..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7106050)

AD

Arnold D.

Collection lead Iqor

> "The challenges we face is that the system can sometime feels a bit complex, especially for new users."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7141179)

LW

Lillian W.

Sr Analyst, Commissions

> "It provides strong end-to-end visibility into customer information and the entire sales lifecycle, which makes it easy to track activity from initial contact through close."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095058)

MB

Matt B.

Senior Software Engineer at JEOL USA

> "Just the price can be a downside, and it can also be a barrier for smaller businesses which is often inconvenient."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7178415)

Lucas B.

Gerente de negócios

> "It is an indispensable tool for data-driven decisions, provided your organization has the budget and the patience to handle the training and setup required."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7177687)

JP

Jonathan P.

Digital Content Specialist

> "The process of maintenance and administration need a proper resource and for the new users the platform is not so easy."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7163025)

AD

Arnold D.

Collection lead Iqor

> "My overall experience with salesforce cloud at IQor VBC has been largely positive and practical for the kind of work we do . Since we handle bill collection for US and UK business, having a..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7141179)

MR

Miguel R.

Sr. Technical Support Specialist

> "Sometimes it glitches when you detach an article and you have to refresh the entire page and the content of a case comment goes lost if you don't save it first."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6510131)

Dev M.

Salesforce Developer

> "My overall experience is amazing working with salesforce sales cloud because of clean and understandable UI is make more comfort for any user to use it and run their business smoothly."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7155849)

GT

Grace T.

Sales Representative

> "I do not like large packets of information like Account or opportunities can all be deleted with a signal Delete so easily."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6878381)

ZR

Zane R.

Office Coordintator

> "We have benefited greatly from its vast level of integrations with external programs that allow us to complete all tasks that we want while having it act as a single source of truth"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095153)

Aviral G.

Manager

> "The intial set up and customisations were very complex abd alsoonfiguring it to match specific business processes can be time-consuming and sometimes requires a steep learning curve."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6424227)

Jane F.

Personal Lines Executive

> "It helps keep client data organized, improves visibility on opportunities, and makes managing the sales process more efficient and streamlined."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7117209)

Vikram P.

Software Development Manager

> "The primary issue is that it is actually very large and with the numerous buttons."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7147511)

NN

Nicholas N.

Quality Assurance Manager

> "Its a great tool because you can manage everything about client in one application including linking with 3rd party service providers like couriers"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7142550)

JN

Jayson N.

Lead Associate

> "We have an automated process that sometimes fails and gives us inaccurate data. When this happens, we have to spend time troubleshooting to figure out what went wrong."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6419970)

KH

Kevin H.

Senior SDR

> "Overall, Salesforce Sales Cloud has been a reliable and robust CRM that has improved visibility into our sales pipeline and helped streamline processes across departments. While it does come..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6887034)

AR

Akshya R.

Admin

> "Cost is little higher and maybe difficult to purchase new licenses and every add ons are additional cost."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7065081)

LP

Laura P.

Online Advisor

> "It can be a bit overwhelming at first as it is such a VERY detailed oriented tool, but once you get the understanding of how it works, you just feel like a machine on auto pilot, it does not..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7139224)

HK

Hayley K.

Trader

> "For example, making many upweights/downweights to booked business can be very complicated and these changes are not recorded in a clear manor."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6415719)

CK

Christina K.

Manager

> "I love that I’m able to see all of my upcoming and daily tasks and it will auto set up the next task to go out once I complete a lead reach out."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7151435)

DK

Daljeet K.

Marketing Manager

> "One challenge I’ve encountered is the steep learning curve. While Salesforce is highly capable, it can be overwhelming for new users, and the onboarding process requires a fair amount of..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6479357)

VR

Verified Reviewer

Account Executive

> "The reporting and dashboard capabilities provide real-time insights that are crucial for our sales team."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095324)

VR

Verified Reviewer

Account Executive

> "We constantly experienced glitches and lag times in terms of loading."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6877783)

VR

Verified Reviewer

Account Executive

> "It’s the gold standard for a reason. If you have the budget and the team to manage it, there is no better tool for scaling a global sales organization."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095324)

Paul F.

Content writer

> "It can be difficult to manage the settings and accessing the email templates for someone who doesn't have admin permissions"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6471797)

VR

Verified Reviewer

CRM Analyst

> "I have very clear pipeline Thanks to Salesforce Sales Cloud, wich also make it easy for me to keep track of every lead, activity, and deal stage."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7047475)

RC

Russell C.

Systems Administrator

> "The price is a bit high, integration can be rocky at times, and there were some items of customization that we could not alter."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6425158)

LW

Lillian W.

Sr Analyst, Commissions

> "I also value its ability to integrate with other applications and systems, enabling more streamlined workflows across tools."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7095058)

HA

Hemant A.

Data Entry

> "One more thing is that implementation process can take weeks or even months so this can be a challenge for businesses looking for a quick setup."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6413755)

MB

Mark B.

VP of Sales and Estimating

> "It makes it easier to track leads, manage opportunities, and create more reliable revenue forecasts."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7084847)

MM

Matheus M.

Video Investment

> "Additionally, some features can feel a bit pricey, and certain advanced functions require additional add-ons, which can increase costs."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6573675)

Susana F.

Client Relationship Manager

> "Powerful but demanding. When implemented correctly, it becomes a strategic asset that drives accountability, transparency, and scalable sales performance."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7102980)

AW

Alvonda W.

Account Manager

> "Sometimes when I emails bounce, I get an error and it's difficult to work around this using Sales Engagement if this error occurs."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6590322)

JL

Joshua L.

Pharmacist

> "It is the best way of tracking who has how many vaccinations and sending receipts"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7083629)

AW

Alicia W.

Revenue Enablement Manager

> "Our specific Salesforce instance has a TON of outdated information within it, and if I wasn't comfortable with the platform, I could get very confused."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6418946)

Jane F.

Personal Lines Executive

> "It makes tracking leads, managing relationships, and staying on top of opportunities much easier and more efficient."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7117209)

BG

Brandon G.

CEO

> "Things I didn’t like about Salesforce Sales Cloud is the fact that it’s very complex when you’re first using the product and it’s features, especially navigating throughout."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6712398)

JH

Jeff H.

Account Executive

> "Salesforce Cloud is helpful to manage all of our customer records, track deal progress, and manage contracts."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7071081)

CL

Concepcion L.

Case Manager

> "Sometimes the search results can be so large that nothing populates and after waiting for a bit do you get notified to try again."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6778325)

Oliver K.

Business Administrator

> "Saleforce's approach has allowed me to optimize processes to close deals faster and build closer relationships with clients."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7022353)

TW

Tabatha W.

Nurse Supervisor

> "The biggest downside was the learning curve and complexity."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7146697)

Lucas B.

Gerente de negócios

> "Salesforce is a powerhouse for managing large client portfolios and scaling relationship strategies."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7177687)

KT

Katie T.

Development and Marketing Assistant

> "We had trouble getting Salesforce to “talk” to some of our other software such as Mail Chimp for our email campaigns."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6777334)

VR

Verified Reviewer

Graphic Designer

> "Offers excellent CRM tools that help graphic designers keep track of client interactions and project history, streamlining communication for design projects."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6575670)

VR

Verified Reviewer

Communications Intern

> "The process for updating distribution lists is quite tedious and can easily be messed up and need to be reevaluated."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6455209)

XL

Xiang L.

Director

> "Its extensive CRM functionality and high productivity allow us to centralize clients' information integrated with other tools to get a completed analytics and real-time view."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6448751)

JP

Justin P.

Sales support

> "Simple things like reading an email takes multiple extra steps, the email is printed as all one text in a tiny window on the side, (no seperation of separate responses) double clicking text..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#SoftwareAdvice___5001402)

JK

James K.

Brand Ambassador

> "Its uses very advanced AI features to categorize and segment leads allowing us to only focus on the best leads. With its customers communication features, we have been able to maintain clear..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6808319)

VR

Verified Reviewer

Senior Product Manager

> "The overall look and feel is very dated, processing of data is often slow, it's hard to keep the system up to date, and the overall experience is just not enjoyable to use."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6646248)

GD

Gino D.

Sales Coordinator

> "Salesforce Sales Cloud stands out some things that make it great, gives a clear view of sales stages, deals, and revenue forecasts and it automates repetitive tasks, provides predictive..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6677997)

VR

Verified Reviewer

Account Executive

> "Data integrity was compromised due to slow updates."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6877783)

TW

Toshia W.

Beauty blog

> "It also plays well with other tools, so you can integrate it with your email or marketing platforms, which saves a ton of time. Plus, the reporting tools give you valuable insights, so you..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6515956)

ML

Martin L.

Sales Director

> "Not a lot, it is quite comprehensive and therefore a bit more expensive than other less comprehensive CRMs"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7050959)

UK

Uttara K.

Senior Manager

> "Its intuitive interface and powerful features streamlined lead management, automated tasks, and provided valuable insights. Despite a learning curve, its customization and analytics have..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6422483)

BL

Bill L.

Vice President of Sales and Operations

> "It also takes a bit to get use to...although i wouldnt say this is 100%con but ppl tend to give up mid point when things are not easy"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7056677)

Pablo Tadeo H.

CEO

> "Salesforce Sales Cloud offers a highly customizable platform with a wide range of integrations that allow our team to streamline workflows efficiently."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6451439)

GD

Gino D.

Sales Coordinator

> "New users often struggle with the sheer number of features, menus, and customization options"

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6677997)

BL

Bill L.

Vice President of Sales and Operations

> "It centralizes customer data, giving our team a complete view of accounts and interactions for better relationship management."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7056677)

TP

Tanya P.

Account Executive

> "I did not like that I could not change the pertinent information myself, the administrator of the team could only do that, and it sometime delayed my work process."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6528043)

DJT

Daniel J. T.

Building inspector

> "The platform offers a wide array of tools, including lead management, sales forecasting, and reporting, which help streamline sales processes."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6595797)

Samantha N.

Wholesale Sales Manager

> "I also was hard pressed to find help as a lowly employee when things went wrong."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___7079491)

DC

Danillo C.

Manager

> "Salesforce is an excellent CRM solution for businesses needing powerful customer relationship tools, rich data analytics, and seamless integration with third-party applications. While the..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6559221)

VR

Verified Reviewer

Inside Product Specialist

> "Salesforce Sales Cloud can be costly, complex to set up, and has a steep learning curve for new users."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6408452)

EL

Evan L.

Regional Business Manager

> "Salesforce is the best CRM out there as a general CRM, to manage sales, create quotes, send out invoices, and more. When my previous company switched us from Salesforce to MS Dynamics, it..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6411301)

MB

Melinda B.

Salesforce Admin

> "For small or budget-conscious businesses, the expense associated with Salesforce's subscription plans and additional add-ons may pose a significant financial challenges. As businesses scale..."

[See full review](https://www.capterra.com/p/61368/Salesforce/#Capterra___6145634)

[View Reviews](https://www.capterra.com/p/61368/Salesforce/reviews/)

RK

Rob K.

Mortgage Loan Originator

> "Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445017)

JM

James M.

Mortgage Loan Officer

> "There are some bugs that occur like frequently creating duplicate client information whenever I update a client..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445120)

KG

Karola G.

Assistant

> "The client portal is another highlight; it lets my clients securely upload documents and track their loan progress,..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445014)

Gregory V.

Loan Originator

> "They refused to offer any refund at all, including for the "white glove" service, which they never actually..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7144542)

SG

Stephen G.

Branch Manager

> "Overall, BNTouch has been a strong tool for managing my pipeline, staying consistent with client communication, and..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151)

RM

Rosie M.

Mortgage company.

> "A lot of the features are difficult to use, marketing and drip aren’t aesthetically pleasing. And triggers aren’t..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7005142)

DH

Don H.

Loan Officer

> "Can easily keep track of former and new clients along with sending communication out to all clients with just a few..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6511663)

TY

Tomer Y.

Mortgage Originator

> "Sometimes the content is too much and repetitive , i would like to see more visual and graph content related to the..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6781611)

CT

Ciara T.

Loan Processor

> "Loan and Mortgage Management - makes follow up with current and past clients so easy. "

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7150681)

AN

Alex N.

Marketing Coordinator

> "Terrible online demos, needs documentation so I don't need to ask support everything."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7002730)

SG

Stephen G.

Branch Manager

> "It saves time, improves follow-up, and gives me more ways to connect with borrowers and partners."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151)

Gregory V.

Loan Originator

> "Now I understand why they don't offer a free trial."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7144542)

Kristie A.

Mortgage Advisor

> "I like that BNTouch is very easy to use and any time I have any questions I just email my client specialist, and..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7178292)

KG

Karola G.

Assistant

> "The cost is also a consideration—it can be pricey, especially for smaller teams or individuals."

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445014)

SG

Stephen G.

Branch Manager

> "It’s not perfect, but the value is definitely there, and it feels like a system designed for the way mortgage..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151)

KG

Karola G.

Assistant

> "Lastly, I've experienced some delays with customer support, which can be challenging when I need quick assistance."

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445014)

MD

Mark D.

Loan Officer

> "The system's strengths lie in its specialized features and robust automation."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001207)

NP

Nick P.

Loan Officer

> "there is a graph on your dashboard that shows you your leads through funded loans, but the funded loans is never..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6151133)

SG

Stephen G.

Branch Manager

> "It’s flexible, customizable, and the support team is always responsive when I need help."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151)

JD

Jeb D.

Loan origination

> "As in the entire system crashes about once a quarter"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6779682)

KB

Kelli B.

Processing manager

> "positive very informative helps keep up with customer base reports like birthday and anniversary of loan closings..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6667764)

LH

Lauran H.

Production Manager

> "It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6304977)

AH

Anna H.

Loan Professional

> "It really helps me stay organized, follow up with leads, and move deals along more smoothly."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6780516)

JR

JEFF R.

Loan Officer

> "too many options and it took some time to learn"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150715)

Kristie A.

Mortgage Advisor

> "The set up was super easy, which was one of my favorite things about it!"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7178292)

NM

Nick M.

Loan Officer

> "The site is a little overly complicated IMO"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150713)

CT

Ciara T.

Loan Processor

> "I love using BN touch"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7150681)

JM

Jessica M.

Loan coordinator

> "Clients can’t get a little confused especially when knowing what to fill out"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6186331)

JS

Jason S.

Mortgage Loan Originator

> "I like having my leads import and having the vital data on one screen so that I'm not clicking around to see the..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150778)

MS

Matt S.

Vice President - Partner

> "It syncs to our LOS, but its not great. "

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6151937)

TM

Tyler M.

Residential Mortgage Loan Officer

> "I have refused to change my CRM because it keeps up with everything so well and sends out constant content to my..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150714)

HK

Holli K.

BUS DEVELOPMENT

> "THE CLUNKINESS OF THE MARKETING PLANS~"

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150762)

MW

Michael W.

Mortgage Loan Officer

> "BN Touch is an incredible CRM with support that is top notch, friendly and extremely helpful. "

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6665177)

DW

Dan W.

Business Development Manager

> "Old tech."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150817)

AH

Annabelle H.

Loan Officer

> "I love that we can communicate with our clients."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6780246)

CD

CHief D.

CEO

> "The system is always glitching, crashing and their customer service does not exist."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525)

TY

Tomer Y.

Mortgage Originator

> "I love that its very user friendly system and easy to maneuver , the marketing is very useful and i get very good..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6781611)

GA

George A.

Mortgage Lender

> "Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2557592)

AP

Alex P.

Loan Officer

> "The monthly email of newsletters is convenient"

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6483384)

CD

CHief D.

CEO

> "We just lost a $7,800 commission today because we thought we were communicating with a client via text."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525)

SL

Scott L.

Sales Manager

> "The value and features it offers for the price"

[See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6444899)

GA

George A.

Mortgage Lender

> "It took our team a few days to get around the CRM and it feels overwhelming of all the options... still."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2557592)

JH

Jeff H.

Manager

> "I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6073585)

CD

CHief D.

CEO

> "The system glitches and crashes all the time."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525)

GH

Greg H.

Client Relations Manager

> "The platforms are easy to get in and out to change."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6665184)

GA

George A.

Mortgage Lender

> "Also the formatting is clunky and slightly dated."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2557592)

LH

Lauran H.

Production Manager

> "We like being able to log events and keep everyone in the loop. "

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6304977)

CD

CHief D.

CEO

> "Poor customer service."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525)

LH

Lauran H.

Production Manager

> "It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the..."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6304977)

CD

CHief D.

CEO

> "Horrible."

[See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525)

[View Reviews](https://www.capterra.com/p/37032/BNTouch/reviews/)

## User interface

4.40 (18,790)

[BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)

4.52 (98)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Salesforce Sales Cloud

Top features

36/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/61368/Salesforce/#features)

BNTouch Mortgage CRM

16/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/37032/BNTouch/#features)

### Recognition

Salesforce Sales Cloud is recognized as a top-rated tool in 3 Capterra Shortlist reports

BNTouch Mortgage CRM

Best Value CRMSoftware (2025) 

### Deployment & support

Salesforce Sales Cloud

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

BNTouch Mortgage CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Salesforce Sales Cloud

-   By Salesforce
-   Located in United States
-   Founded in 2003

BNTouch Mortgage CRM

-   By BNTouch
-   Located in United States
-   Founded in 2004

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