MyCRMDashboard Mortgage CRM vs Salesforce Essentials

Starting Price

$29.99/month/user

$25.00/month/user

Best For

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

Offer support over Email, Phone, Social, and Web. Deploy and customize branded self service support sites with clicks not code. Free up support teams with automation. Get up and running today.

Rating


4.5 / 5
(44)


4 / 5
(179)

Ideal number of Users

2 - 1000+

1 - 49

Ease of Use


4.5 / 5

4 / 5

Customer Support


4.5 / 5

4 / 5

Features & Functionality


4 / 5

4 / 5

Value for Money


4.5 / 5

4 / 5

Product Features

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

Screenshots

View 5 screenshots 149940 thumb
View 5 screenshots 116956 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
  • close Documentation
  • close In Person
  • check Live Online
  • check Webinars
  • check Documentation

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MyCRMDashboard Mortgage CRM vs Salesforce Essentials

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share Share Your Comparison of Salesforce Essentials vs MyCRMDashboard Mortgage CRM