Cool Life CRM vs MyCRMDashboard Mortgage CRM

Starting Price

$195.00/month

$29.99/month/user

Best For

Fluid functionality, configuration of the layout, reports, and website to increase penetration for several types, such as Financial Services, Sales organizations and Associations "FINRA Approved"

Mortgage lenders, banks and credit unions looking for a turnkey mortgage lead generating CRM with automated marketing.

Rating


4.4 / 5
(17)
Read All Reviews

4.3 / 5
(44)
Read All Reviews

Ideal number of Users

1 - 999

2 - 1000+

Ease of Use


4.1 / 5



4.4 / 5


  • "Its easy to use, wish we had more options to see the material and to send it in Spanish to our non English speaking clients."

  • "Very beneficial , very easy to use, easy to navigate."

Customer Support


4.1 / 5



4.6 / 5


Features & Functionality


4.2 / 5



4.2 / 5


Value for Money


4.3 / 5



4.3 / 5


Product Features

  • check Account Alerts
  • close Asset Management
  • check Expense Tracking
  • close Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • check Account Alerts
  • close Asset Management
  • close Expense Tracking
  • check Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

View 1 screenshot 36765 thumb
View 5 screenshots 149940 thumb

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • check Live Online
  • check Webinars
  • check Documentation
  • check In Person
  • check Live Online
  • check Webinars
  • close Documentation

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Cool Life CRM vs MyCRMDashboard Mortgage CRM

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share Share Your Comparison of MyCRMDashboard Mortgage CRM vs Cool Life CRM