bpm'online financial services vs MyCRMDashboard Mortgage CRM

Starting Price

Not provided by vendor

$29.99/month/user

Best For

Highly customizable and user-friendly, bpm'online application helps companies to manage customer-facing operations in retail and corporate banking.

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

Rating

(0)


4.5 / 5
(44)

Ideal number of Users

50 - 1000+

2 - 1000+

Ease of Use


4.5 / 5

Customer Support


4.5 / 5

Features & Functionality


4 / 5

Value for Money


4.5 / 5

Product Features

  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • check Household Tracking
  • check Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • close 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 5 screenshots 80242 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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bpm'online financial services vs MyCRMDashboard Mortgage CRM

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share Share Your Comparison of MyCRMDashboard Mortgage CRM vs bpm'online financial services