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Compare bpm’online CRM vs MyCRMDashboard Mortgage CRM

What is better bpm'online CRM or MyCRMDashboard Mortgage CRM? Different organizations require different types of CRM Software. To learn which one meets your requirements, think about evaluating various alternatives feature by feature an taking into consideration their conditions and prices. Likewise, you can get a quick idea of their general efficiency and customer feedback by checking our smart scoring system.

The results are: bpm'online CRM (9.3) vs. MyCRMDashboard Mortgage CRM (8.0) for all round quality and functionality; bpm'online CRM (100%) vs. MyCRMDashboard Mortgage CRM (N/A%) for user satisfaction rating. Check out their high and low points and see which software is a better option for your company. One simple but effective tactic is to write the strengths and weaknesses of both services next to each other and check which app comes on top.

People who want to save some time or want a CRM Software suggestion from our team may want to try out these top choices for this year: Salesforce CRM, HubSpot CRM, Freshsales.

SmartScore™

OUR SCORE 9.3

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $25

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customer Data Management integrated with Twitter, Facebook, and LinkedIn
  • Lead Management with export function (MS Excel, website, other sources)
  • Time Management and Communications that syncs with Google Calendar, MS Outlook and popular schedulers
  • Sales Management for opportunity, quota, pipeline, projections, and forecasts
  • Document Management compatible with MS Word
  • Knowledge Management online library
  • Marketing Management for multi-channel campaigns, audience segmentation, budget planning, track responses, and ROI estimation
  • Analytics with real-time diagrams, customizable reports, and dashboards
  • Administrative Tools with wizards to manage lookups, data fields, and processes without programming
  • bpm’online CRM mobile apps for iOS and Android devices

Pricing Info

Bpm’online offers different pricing packages for sales, marketing, and service. You can also integrate all three modules into a single CRM bundle and get an estimate for it from the vendor. There is also a free trial available. You can easily sign up for bpm’online free trial here.

Pricing for Sales Module

Team Package – $25/user/month (cloud)

  • Ideal for small and medium businesses with direct sales teams
  • Out-of-the-box process for opportunity management: from lead to contract

Commerce Package – $30/user/month (cloud)

  • Ideal for e-commerce
  • A complete set of tools for short sales cycle and e-commerce

Enterprise Package – $50/user/month (cloud) or $850/user (on-site)

  • Developed for medium and large enterprises to manage multiple sales channels including field force, wholesale distribution, e-commerce, and POS.
  • Sophisticated tools to manage all sales channels: direct and channel sales, e-commerce, field sales and POS.

Pricing for Marketing Module

Active Contact Package

  • Cloud – $27 (1000 active contacts/month billed annually)
  • Active contact is a contact included in one or more campaigns within a 12-month period
  • Up to 365 emails per year can be sent to one active contact
  • Custom pricing with the purchase of 50,000+ active contacts

User License

  • Cloud – $50/user/month billed annually
  • On-site – $850 per license/lifetime
  • With the purchase of 1000 active contacts the first license is free

Pricing for Service Module

Customer Center Package

  • Cloud – $35/user/month
  • On-site – $600 per user
  • Ideal for companies looking to automate helpdesk and contact center operations
  • A set of tools to deliver excellent customer service and manage omnichannel communications

Service Enterprise Package

  • Cloud – $50/user/month
  • On-site – $850 per user
  • Ideal for medium and large businesses who want to automate internal and external operations and ITIL processes.
  • Sophisticated tools to manage a complete service cycle, and provide exceptional service and support to customers and internal users.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Bayer, PepsiCo, Allianz, Heineken, Telia Sonera, SpecTec, QNAP, ABLV, Starcom MediaVest, Yandex, Pelco, ZyXEL, VimpelCom, Thurava

Integrations

bpm’online CRM offers open API options that allows it to be integrated with virtually any third-party application. Be it phone systems and social listening tools or analytics programs and ERP applications, this can blend seamlessly with your preferred business systems. Among the products you can integrate it with are:

  • Twitter
  • Facebook
  • Google Contacts
  • Google Calendar
  • LDAP
  • IMAP
  • MS Exchange
  • Google Maps
  • OpenStreetMap
  • MailChimp
  • Mandrill
  • MS Outlook
  • MS Word
  • MS Excel
  • SmartCloud Connect

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Bpm'online is a leading software platform that focuses on business process automation and CRM.

Company Email

info@bpmonline.com

Contact No.

Company's Address

280 Summer St., 6th Floor,
Boston, MA 02210

NOAWARDS
YET

SmartScore™

OUR SCORE 8.0

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

By quote

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Dedicated Account Manager and customer service team
  • Training for every loan officer
  • Automated email and direct mail campaigns based on 45 years of experience in the industry
  • Real-time exclusive lead generation with email alerts
  • Built-in PURLS (personalized web pages) for lead generation
  • Customer satisfaction survey with NPS scoring
  • White labeled private storefront with corporate approved designs

Pricing Info

Contact MyCRMDashboard for basic and enterprise pricing information on MyCRMDashboard Mortgage CRM product. You can also submit a request for a free trial to see if the software is a perfect fit for your business.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Mohave State Bank, Resource Financial, North Shore Bank

Integrations

MyCRMDashboard Mortgage CRM integrates with the following business systems and applications:

  • LOS/API integration

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Cloud-based customer relationship management software (CRM) intended primarily for the residential mortgage industry.

Company Email

info@continuityprograms.com

Contact No.

Company's Address

Continuity Programs Inc. Corporate Headquarters
8451 Boulder Court
Walled Lake, MI 48390
United States

Both bpm'online CRM and MyCRMDashboard Mortgage CRM were reviewed by a group of reliable SaaS experts who carried out a full study of all crucial elements of each app. Their total rating was prepared with unique SmartScore model that provides an individual partial score to each component including: main features, client support, mobile device support, security, customer satisfaction as well as market presence. We are aware that useful features are not the only factor crucial to a business so we make an effort to pay attention to all facets of a product before giving it a final rating.

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