HubSpot Sales Hub vs BNTouch Mortgage CRM

Salesforce Sales Cloud

Zoho CRM

Pipedrive

Salesforce Starter

Jungo

Shape

Compare HubSpot Sales Hub and BNTouch Mortgage CRM based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Pipedrive is a web-based sales CRM solution that helps sales teams of all sizes and industries close more deals. Pipedrive lets salespeople, business owners and everyone in between focus on selling with its customizable sales pipelines, real-time insights and AI-based features.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

HubSpot Sales is a suite of inbox-based email tracking & productivity tools with which sales teams can build, automate, and accelerate their sales processes

Activity Dashboard

Activity Tracking

AI/Machine Learning

Alerts/Notifications

Appointment Scheduling

Automatic Call Distribution

Business Process Automation

Calendar Management

Calendar Sync

Call Center Management

Call Conferencing

Call Management

Campaign Analytics

Campaign Management

Channel Management

Chat/Messaging

Click Tracking

Client Management

Commission Management

Confirmations/Reminders

Contact Database

Contact Management

Content Management

Customer Database

Customer Segmentation

Customizable Fields

Customizable Reports

Customizable Templates

Dashboard

Data Entry

Data Import/Export

Deal Management

Document Management

Document Storage

Drag & Drop

Email Management

Email Marketing

Email Templates

Email Tracking

Field Sales Management

For Sales Teams/Organizations

For Small Businesses

For Startups

Forecasting

Inbox Management

Interaction Tracking

Lead Capture

Lead Generation

Lead Management

Lead Qualification

Live Chat

Meeting Management

Mobile App

Monitoring

Online Booking

Online Voice Transmission

Opportunity Management

Performance Metrics

Pipeline Management

Pipeline Reports

Prioritization

Proposal Generation

Prospecting Tools

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Referral Tracking

Reminders

Reporting & Statistics

Reporting/Analytics

Response Management

Sales Activity Management

Sales Automation

Sales Forecasting

Sales Pipeline Management

Sales Reports

Sales Trend Analysis

Scheduling

Search/Filter

Task Management

Task Progress Tracking

Task Scheduling

Templates

Territory Management

Third-Party Integrations

Workflow Configuration

Workflow Management

HubSpot Sales Hub

Android

Web-based

iPad

iPhone

Personalization Consultant

It works great in terms of keeping track of opportunities, leads, customers etc. I also like that you can log (and track) your emails, notes, calls, and the like.

Sales Manager

Deal/contact creation and management is user-friendly and easy, and love the ability to push tasks to myself. I especially love the integration with gmail.

It helps me with my inbound marketing, SEO, CRM and many other needs. The vendor is great and customer service is incredibly responsive and helpful.

Director of Sales and Marketing

The online help has been wonderful. Lots of options to make your business organized once you learn it.

Highly recommended for organizations of any size. Each company will find a great combination of Hubspot modules and versions.

The system is easy to use, and input data, which is great for any small business looking for a CRM that is free.

There is this general issue I have (or struggle with) when it comes to Hubspot is all the different tools that they have and how they all sort of work together but also maybe not.

Student

I used it for some time and found it way better than a spreadsheet. Would recommend it for both SME and large companies looking to optimize the Sales department.

Owner

I've always been a fan of the HubSpot softwares and HubSpot Sales is no different. The monthly fee is very much worth the price as it gives you full access to all of the features.

The result is that I have to manually tell it not to enter a personal email into the CRM, which is a pain.

Enterprise Account executive

It is also great to have templates within hubspot sales that allow you to quickly grab templated emails for fast prospecting.

Sales Coordinator

It is very helpful software and very easy to use. It makes everything very easier for sales operations.

Founder

The information it shares and being allowed to downloading with no cost is the most I like.

Trainings are more or less short as users feel confortable doing basic tasks very easily from day one. Support is excellent always in native language and very quick.

Tech CEO 

Integrates really well with other tools -- most sales software offer a Hubspot integration which makes really easy to try new 3rd party tools to make your sales stack better.

Hubspot customer service has been very good. Despite the small issues, for what I'm paying they're the best thing I've found and I've found it to be a very important tool.

And its sometimes hard to know which "hub" you are in and whether that communicates with other places.

Founder/CEO

However, pricing & features change so I sometimes mistakenly try to get people on board whilst pricing has gone up or features are missing for the acceptable pricing.

HubSpot Sales Hub screenshot: Manage your deal pipeline in HubSpot Sales

HubSpot Sales Hub screenshot: Use personalization tokens and contact & company details from HubSpot CRM or Salesforce to tailor the emails in your sequence

HubSpot Sales Hub screenshot: Automate follow-ups and send a series of timed, tailored emails to prospects

HubSpot Sales Hub screenshot: Use email tracking data to identify which sequences are working best, then share these with team members to scale efficiency

HubSpot Sales Hub screenshot: View prospect contact information, social media profiles, company information and more, right alongside emails

HubSpot Sales Hub screenshot: View prospects' recent interactions with your emails

HubSpot Sales Hub screenshot: Access contact and company records in HubSpot CRM or Salesforce right from inbox profiles

HubSpot Sales Hub screenshot: Let prospects automatically book meetings on your calendar with HubSpot Sales' Meetings feature, which syncs with Google or Office 365 calendars

HubSpot Sales Hub screenshot: Use notifications to follow up as soon as a lead opens an email, downloads an attachment, and more

HubSpot Sales Hub screenshot: Schedule automated, tailored follow-up emails

HubSpot Sales Hub screenshot: Get a real-time view of which companies are visiting your site

HubSpot Sales Hub screenshot: Sort prospects using filtering criteria such as geography, company size, and more

HubSpot Sales Hub screenshot: Set up daily email digests and notifications for the team

HubSpot Sales Hub screenshot: Prioritise sales calls with data from CRM systems

HubSpot Sales Hub screenshot: Place and record calls from within the browser window

HubSpot Sales Hub screenshot: Automatically log calls in CRM systems

Freelancers

Large Enterprises

Mid Size Business

Non Profit

Small Business

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

Salesforce Starter is an all-in-one CRM suite designed to help growing businesses organize data, manage customer relationships, and gain valuable insights. The solution brings together marketing, sales, service, and commerce tools in a single platform.

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.

Client Database

Client Portal

Compliance Management

Digital Signature

Document Templates

Loan Origination

Loan Processing

Marketing Automation

Mobile Access

Mortgages

Pre-Qualification

Refinance Management

Social Media Integration

Template Management

Visual Presentation

BNTouch Mortgage CRM

Loan Officer

I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system.

Marketing Assistant

So far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it.

Mortgage Loan Originator

Plus, their responsive support team is genuinely invested in my success. I highly recommend BNTouch to any mortgage professional looking to elevate their business.

Mortgage Advisor

In addition, their customer service is fantastic. Thanks Jesse and team--you guys are rock stars.

Loan Processor

I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.

Mortgage Broker

Great customer service and the personal portals are such a great feature that no one is offering.

Processor

This product is extremely easy to use and makes it simple to see where each loan is at in the process. I love having all of my contacts and documents at my fingertips.

mortgage loan originator

Easy to use, and like the ability to email from system and upload documents to system.

LOAN OFFICER

I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos.

BUS DEVELOPMENT

THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL.

Loan Processor 

BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.

Assistant

I appreciate the customization options, allowing me to tailor the system to fit my unique workflow.

Chief Operations Officer

The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.

It's been great, don't want to change crms agaibb.

Office Administrator

The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.

HubSpot Sales Hub vs BNTouch Mortgage CRM Comparison (2026)

HubSpot Sales Hub

BNTouch Mortgage CRM

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives