Copper vs MyCRMDashboard Mortgage CRM

Best For

Who Uses This Software?

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

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

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

$19.00/month/user

$29.99/month/user

Free Trial

Yes Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Features

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

Screenshots

View 5 screenshots 118832 thumb
View 5 screenshots 149940 thumb

Ratings

Overall


4.5 / 5
(338)

4.5 / 5
(44)

Ease of Use


4.5 / 5

4.5 / 5

Customer Service


4.5 / 5

4.5 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4 / 5

4.5 / 5

Training & Support

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

share Share Your Comparison of MyCRMDashboard Mortgage CRM vs Copper


Copper vs MyCRMDashboard Mortgage CRM

Copper

by Copper (formerly ProsperWorks)

Best For

Who Uses This Software?

Businesses looking for a beautiful, intuitive, and simple CRM that automates repetitive tasks and integrates with the tools they already use (Gmail, calendar, docs, sheets).

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

Target Customer Size (Users)

1 - 1000+

2 - 1000+

Pricing

Starting Price

$19.00/month/user

$29.99/month/user

Free Trial

Yes Yes

Free Version

No No

Product Details

Platform

Web/Installed

Mobile

Web/Installed

Mobile

Product Details

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

Ratings

Overall


4.5 / 5
(338)

4.5 / 5
(44)

Ease of Use


4.5 / 5

4.5 / 5

Customer Service


4.5 / 5

4.5 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4 / 5

4.5 / 5

Training & Support

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

Share Your Comparison of MyCRMDashboard Mortgage CRM vs Copper