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Zoho CRM vs BNTouch Mortgage CRM Comparison (2026)
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Good recommendations?
Zoho CRM
4.3
(7K)5
3.5K
4
2.3K
3
781
2
172
1
84
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
BNTouch Mortgage CRM
4.5
(98)5
70
4
16
3
7
2
4
1
1
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 700+ five star reviews.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.5
98
5
4
3
2
1
70
16
7
4
1
- Value for money
- Ease of use
- Features
- Customer support
72%
would recommend this appPros
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
“It allowed me to tailor workflows, fields, and modules to match specific business processes rather than forcing us to adapt to the software.”
RS
Radha S.
Legal Assistant
Pros
“My overall experience with BNTouch Mortgage CRM is that it is a highly effective tool for mortgage professionals who want a comprehensive, industry-specific platform to automate their marketing and streamline their loan process.”
MD
Mark D.
Loan Officer
“It has been nothing short of amazing, the follow ups that this system sends has completely changed the way I do my job for the better”
CT
Ciara T.
Loan Processor
“Save your money and find another platform that lets you actually test it first to make sure it's a fit.”
Gregory V.
Loan Originator
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
“Heavy customization or integration with other Zoho/third party applications can be difficult and time consuming to implement , making complex workflows difficult to recreate for initial config.”
Ben W.
Project Analyst
Cons
“I onboarded, imported data, and within three days it was clear the system was not a fit for my mortgage business because of how clunky and outdated it felt to use.”
Gregory V.
Loan Originator
“The interface feels outdated, unintuitive, and slow for modern mortgage workflows.”
Gregory V.
Loan Originator
“I ended up out $290 for a product I stopped using almost immediately.”
Gregory V.
Loan Originator
- Vendor responds to reviews
- Last review3 days ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features180
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loan Origination
- Loan Processing
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Visual Presentation
- eCommerce Management
- Total features37
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Digital Signature
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loan Origination
- Loan Processing
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Mortgages
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Tracking
- Refinance Management
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Social Media Integration
- Task Management
- Task Scheduling
- Template Management
- Visual Presentation
- eCommerce Management
Integrations
- Total integrations68
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Calyx Point
- Docusign
- Dropbox
- Dropbox Backup
- Eventbrite
- Facebook Apps and Tabs
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Kudosity
- Leadfeeder
- LendingPad
- LinkedIn for Business
- MeridianLink Mortgage
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations8
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Calyx Point
- Docusign
- Dropbox
- Dropbox Backup
- Eventbrite
- Facebook Apps and Tabs
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Kudosity
- Leadfeeder
- LendingPad
- LinkedIn for Business
- MeridianLink Mortgage
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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