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Zoho CRM vs Mortgage Quest Comparison
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Overview
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...
Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to...
- 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
Starting from
14
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
65
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
4.3
6.8K
3.4K
2.3K
765
168
76
- Value for money
- Ease of use
- Features
- Customer support
Pros
Saqib S.
Software Data Analyst
Pros
Cons
Max P.
Director of Marketing Technology
Dr Navneet G.
Founder & Director
Cons
Key features
- Total features201
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- 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
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication 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 Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Borrowers
- 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
- 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 Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- 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
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third-Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
- Total features14
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- 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
- Churn Management
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication 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 Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Borrowers
- 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
- 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 Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- 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
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third-Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
Integrations
- Total integrations607
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- Twilio
- Twitter/X
- WooCommerce
- WordPress
- Xero
- Zapier
- Zendesk Suite
- Total integrationsN/A
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- Twilio
- Twitter/X
- WooCommerce
- WordPress
- Xero
- Zapier
- Zendesk Suite
User reviews that mention these apps
Stephanie P.
Used daily for 6-12 months
Review source
Share this review:
I have a finance company that purchases Owner Finance Mortgage notes and I am able to keep track of my leads and sales through Zoho CRM. I use it everyday.
Great software to use when you want to keep track of my leads and sales.
I don't have any Cons at the moment for the Zoho CRM
Rob A.
Banking, 501-1,000 employees
Used daily for 2+ years
Review source
Share this review:
I have been using this product since it was in DOS. We are talking about since it was first developed. Although my company provides a CRM I keep using MortgageQuest because of the ease of use
MortgageQuest allows me keep in touch with my clients both present and past with minimum effort. By doing so it keeps my organized and efficient. That in turn makes me more profitable.
I think they could do a better job with support. Calls are not always promptly returned.
Matt D.
Used daily for 2+ years
Review source
Share this review:
Mortgage Quest
This will boost your business. It multiplies your effectiveness to stay in touch.
This software does a wonderful job and multiplies our marketing not only after closing but from the outset. I've used this software more than 10 years and it HAS increased my business at least 5-10% without any extra effort from me. I use it daily for every aspect of loan origination like pipeline management, email campaigns, videos, after closing marketing and many other uses. I recommend this software for anyone making a career as a loan officer.
The campaigns are a bit confusing and overwhelming to understand even after all these years of having the product. I'm sure my lack of doing additional campaigns is the reason for this. However I've looked at other CRM systems and they can all be overwhelming.
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