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HubSpot CRM vs BNTouch Mortgage CRM Comparison (2026)
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Good recommendations?
HubSpot CRM
4.5
(4.4K)5
2.7K
4
1.3K
3
241
2
50
1
37
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
HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.
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
4.5
4.4K
5
4
3
2
1
2.7K
1.3K
241
50
37
- Value for money
- Ease of use
- Features
- Customer support
78%
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
“Having CRM, marketing automation, and customer service tools integrated into a single platform means your data stays connected - contact records, campaign interactions, and support history are all visible in one place, creating a much more coherent view of the customer journey.”
Krystal M.
People Operations
“I appreciated HubSpot's user-friendly design, powerful automation workflows, robust reporting, and seamless alignment between marketing and sales teams.”
CG
Christian G.
Marketing Operations Manager
“It makes it easy to manage contacts, companies, deals, and communication history, giving the entire team clear visibility into customer interactions and sales activities.”
Andrea L.
Innovation Manager
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
“The pricing structure is complex, and costs can escalate significantly as you add features, hubs, or users - making it difficult to predict what you'll actually end up paying.”
Krystal M.
People Operations
“Over time, more features that many teams would consider fairly basic are being moved behind extra paid tiers. As your usage grows, it becomes harder to stay on lower plans without running into limitations, which can increase costs faster than expected.”
MS
Martina S.
VP
“Hubspot does not allow to have several phone numbers for one customer and only allow to have up to two email addresses for each customer.”
IL
Ina L.
Insurance Advisor
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 review14 days ago
- Vendor responds to reviews
- Last review3 months ago
Key features
- Total features137
- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Digital Signature
- Document & Content Mgmt.
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Live Chat
- Loan Origination
- Loan Processing
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Refinance Management
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- User, Role, and Access Management
- Visual Presentation
- Workflow Capability
- Workflow Management
- Total features37
- AI Copilot
- AI Text Generation
- API
- Activity Dashboard
- Activity Tracking
- Adaptive Learning
- Alerts/Notifications
- Audience Targeting
- Autonomous Task Execution
- Batch Processing
- Brand Tracking
- Breadth of Partner Applications
- Business Card/Badge Scanning
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Features
- Campaign Management
- Case Management
- Channel Management
- Client Database
- Client Management
- Client Portal
- Collaboration Tools
- Commission Management
- Communication Management
- Compliance Management
- Contact Database
- Contact Management
- Contract/License Management
- Cross-system Integration
- Customer Contract Management
- Customer Database
- Customer Engagement
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Support Portal
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Customization
- Data Import & Export Tools
- Data Import/Export
- Data Security
- Data Visualization
- Deal Management
- Decision Making
- Desktop Integration
- Digital Signature
- Document & Content Mgmt.
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Email Management
- Email Marketing
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Field Sales Management
- File Management
- For Mac Devices
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Generative AI
- Interaction Tracking
- Internal Chat Integration
- Internationalization
- Knowledge Base
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Live Chat
- Loan Origination
- Loan Processing
- Marketing Automation
- Marketing ROI Analytics
- Mobile Access
- Mobile App
- Mobile User Support
- Monitoring
- Mortgages
- Multi-Channel Communication
- Multi-Channel Social Integration
- Multi-step Planning
- Natural Language Interaction
- Opportunity & Pipeline Mgmt.
- Opportunity Management
- Output Document Generation
- Partner Relationship Mgmt. (PRM)
- Performance Metrics
- Performance and Reliability
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Prioritization
- Proactive Assistance
- Product & Price List Management
- Proposal Generation
- Prospecting Tools
- Quote & Order Management
- Quotes/Estimates
- Real-Time Data
- Referral Tracking
- Refinance Management
- Reminders
- Reporting
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Sandbox / Test Environments
- Search/Filter
- Segmentation
- Sentiment Analysis
- Single Sign On
- Social Collaboration Features
- Social Media Integration
- Social Media Monitoring
- Social Network Integration
- Social Promotion
- Softphone
- Support Analytics
- Tagging
- Task Management
- Task Scheduling
- Template Management
- Territory Management
- Third-Party Integration
- Third-Party Integrations
- User, Role, and Access Management
- Visual Presentation
- Workflow Capability
- Workflow Management
Integrations
- Total integrations194
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Calyx Point
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox Backup
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Facebook Apps and Tabs
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Groove
- Grow
- Help Scout
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- LendingPad
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- MeridianLink Mortgage
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
- Total integrations8
- 123FormBuilder
- AWeber
- Accelo
- Act!
- ActiveCampaign
- ActiveDEMAND
- AdRoll
- Aircall
- AllClients
- AnyMeeting
- Apollo.io
- Asana
- AskNicely
- Atomic AI
- Attribution
- Azuqua
- Bedrock Data
- Benchmark Email
- Bidsketch
- BigContacts
- Bitrix24
- Brevo
- BrightInfo
- Brightcove
- Calendly
- CallRail
- Calyx Point
- Campaign Monitor by Marigold
- Capsule
- Ceros
- Chargebee
- ChartMogul
- ClearVoice
- ClickUp
- ClientPoint
- Clio
- Coevera
- CompanyHub
- ConnectWise PSA
- Constant Contact
- Contactually
- Copper
- Creatio AI CRM
- Cyfe
- Dasheroo
- Databox
- Datanyze
- Direct Mail
- Dotdigital
- Drift
- Drip
- Dropbox Backup
- Dropbox DocSend
- Dropbox Sign
- EZ Texting
- Ease.io
- Efficy CRM
- Emma by Marigold
- Eventbrite
- Facebook Apps and Tabs
- Formstack Forms
- FreshBooks
- Freshsales
- Front
- FullContact
- GetResponse
- Getsitecontrol
- Gmail
- GoTo Webinar
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Contacts
- Google Forms
- Google Sheets
- Google Workspace
- Gravity Forms
- Groove
- Grow
- Help Scout
- Highrise
- Hotjar
- HubSpot Marketing Hub
- HubSpot Sales Hub
- Ignition
- Infer
- Instapage
- Invoca
- Jotform
- Justuno
- Keap
- Kissmetrics
- Kixie PowerCall & SMS
- Klips
- Kommo
- Kustomer
- LeadDyno
- LeadGnome
- LeadMaster
- LeadsBridge
- LendingPad
- Less Annoying CRM
- LinkedIn for Business
- LiveChat
- LiveHelpNow
- Livespace
- Lucky Orange
- MailUp
- MailerLite
- Marketo Engage
- Membrain
- MeridianLink Mortgage
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- MoData Suite
- Mojo Helpdesk
- Myphoner
- Netskope One Platform
- Nimble
- Nutshell
- Olark
- OnceHub
- OnePageCRM
- Operations Hub
- Ortto
- Outreach
- PandaDoc
- Paycove
- PersistIQ
- PhoneWagon
- Pipedrive
- Pipeline CRM
- Podio
- Powtoon
- Privy
- Proposify
- Pure Chat
- QuickBooks Online
- QuickBooks Online Advanced
- Qwilr
- Recurly
- Referral Rock
- Robly
- SalesSeek
- Salesflare
- Salesforce Marketing Cloud Account Engagement
- Salesforce Sales Cloud
- Salesforce Service Cloud
- Salesmate
- Semrush
- SendGrid
- ServiceM8
- Shopify
- Skyvia
- Slack
- Slemma
- Smartling
- Stitch Labs
- Stripe
- SurveyMonkey
- Taboola
- Teamgate
- Teamleader
- Teamwork Desk
- Teamwork.com
- Toky
- Trello
- Twilio
- Typeform
- Uberflip
- Unbounce
- Vidyard
- Vtiger CRM
- Wave
- Wishpond
- Wistia
- WooCommerce
- Woopra
- WordPress
- Workbooks
- WorkflowMax
- Workplace from Meta
- Wufoo
- Xero
- Zapier
- Zendesk Sell
- Zendesk Suite
- Zoho Analytics
- Zoho Books
- Zoho CRM
- Zoho Invoice
- Zoom Workplace
- ZoomInfo Sales
- Zoomph
- dotloop
- noCRM
- weclapp
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