Keap (formerly Infusionsoft) vs MyCRMDashboard Mortgage CRM

Starting Price

$79.00/month

$29.99/month/user

Best For

Software designed specifically for small businesses, Infusionsoft intelligently helps you get your daily work done.

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

Rating


4.1 / 5
(1038)
Read All Reviews

4.3 / 5
(44)
Read All Reviews

Ideal number of Users

1 - 1000+

2 - 1000+

Ease of Use


3.5 / 5


  • "I do not have much to complain about this software, the only thing that sometimes is a little difficult to get familiar, but once you do it is a wonder."

  • "They have some good features, their UX, and their UI is so great it is very very easy to use, and their support is really really good."


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


  • "Great service- customer support is really fantastic and I appreciate the anytime chat feature and being able to call in as well."

  • "Great features, always improving functionality, and terrific customer support."


4.6 / 5


Features & Functionality


4.1 / 5


  • "Things are categorized in an easy to follow manner and the interface is awesome. I have worked with ICOMS before and this is beyond better."

  • "Best suited for tech-savy types. If you are not that familiar/comfortable with computers, CRMs this may not be the best choice for you."


4.2 / 5


Value for Money


3.9 / 5


  • "Ease of programming campaigns, be they e-mail or direct mail. The price is excellent for the features delivered."

  • "One of the best values for your money in the CRM market. Not as robust as an enterprise CRM, but a fraction the price."


4.3 / 5


Product Features

  • close Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • close 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 3 screenshots 142737 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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Keap (formerly Infusionsoft) vs MyCRMDashboard Mortgage CRM

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share Share Your Comparison of MyCRMDashboard Mortgage CRM vs Keap (formerly Infusionsoft)