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Compare MyCRMDashboard Mortgage CRM vs Client Heartbeat

What is better MyCRMDashboard Mortgage CRM or Client Heartbeat? We are here to simplify the process of contrasting CRM Software products for you. In particular, on this page you can check the overall performance of MyCRMDashboard Mortgage CRM (8.0) and contrast it with the overall performance of Client Heartbeat (8.6). You may also match their overall user satisfaction rating: MyCRMDashboard Mortgage CRM (N/A%) vs. Client Heartbeat (84%).

Furthermore, research their features carefully to determine which product can better tackle your company’s requirements. Generally, any B2B software must let you to quickly see the big picture, at the same time allowing you easy access to the details.

In the event you have to quickly locate the top CRM Software according to our review team we advise you check out the following services: Freshsales, Salesforce CRM, HubSpot CRM.

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

NOAWARDS
YET

SmartScore™

OUR SCORE 8.6

User Satisfaction

CUSTOMER EXPERIENCE 84%

Pricing

Starting from $29

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Custom Surveys
  • Periodic Surveys
  • Recommended Questions
  • Quick Filter
  • At Risk Customer Alerts
  • Company and Customer Trends
  • Company Reports
  • Industry Benchmarks
  • Testimonials
  • CRM Integration
  • Automatic Followups
  • Social Sharing
  • Automatic Reminders

Pricing Info

Client Heartbeat offers four SMB and enterprise pricing plans for users to choose from. Give the details a look, and select the best option for your company:

Basic – $29/month

  • Unlimited Surveys
  • 1 User
  • 50 Contacts
  • Company Branding

Gold – $59/month

  • All Basic features
  • 5 Users
  • 500 Contacts
  • CRM syncing/API access

Platinum – $89/month

  • All Gold features
  • 10 Users
  • 1000 Contacts
  • 3 Sub Accounts
  • Concierge Support

Enterprise – $449/month

  • All Platinum features
  • 50 + Users
  • 10,000 + Contacts
  • 10 Sub Accounts

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

JBS Bookkeeping, Effective IT, Dorks Delivered

Integrations

Client Heartbeat integrates with the following business systems and applications:

  • Salesforce Sales Cloud
  • Autotask
  • Seamless Docs
  • ConnectWise

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

Client Heartbeat is a customer survey tool that monitors customer satisfaction to intelligently identify how happy or unhappy your customers are.

Company Email

support@clientheartbeat.com

Contact No.

Company's Address

Brisbane, Australia

HubSpot CRM

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Customize views
  • Deal and Task Board
  • Hubspot Marketing Synchronization
  • Drag and Drop Communicator
  • Email Integration
  • Phone Integration
  • Website Integration
  • Enrichment
  • Social Media
  • Company Database
  • Website Visitors
  • Email Connections
  • Sidekick Integration
  • CRM Details
  • Templates, Tracking, and Scheduling

Pricing Info

HubSpot CRM is 100% free and includes the following features for an unlimited amount of time:

  • Contact management
  • Contact & company features
  • Company records
  • Gmail & Outlook integration
  • Documents
  • Forms
  • Contact activity
  • Facebook & Instagram lead ads
  • Canned snippets
  • Email scheduling
  • Email tracking notifications
  • Email templates
  • Conversations inbox
  • Team email
  • Live chat
  • Conversational bots
  • Calling
  • Meetings
  • Deals
  • Tasks
  • Ticketing
  • Reporting dashboard
  • Prospects

 

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TUI Travel, ABBYY, Shoretel

Integrations

HubSpot supports integrations with the following business systems and applications:

  • GoToWebinar
  • Salesforce
  • Pocket
  • Instapaper
  • Magento
  • Zapier
  • Wistia
  • LeadPages
  • SurveyMonkey
  • Shopify
  • Brightinfo
  • Invoca
  • SlideShare
  • Eventbrite
  • WordPress
  • Google Chrome
  • Google Drive
  • DropBox
  • Sidekick
  • Base CRM
  • Pipedrive CRM
  • Bigcommerce
  • Snapengage
  • Gravity Forms
  • DataHero
  • Wufoo Forms
  • Uberflip
  • Netsuite
  • Zoho CRM
  • SugarCRM
  • ReadyTalk
  • GoChime
  • Zerys
  • Scripted
  • Microsoft Dynamics
  • Membrain
  • RelateIQ
  • Perfect Audience
  • HelloSign
  • Appcues
  • Infer
  • HubSpot Marketing, Sales & Service

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

HubSpot CRM is the winner of our 2019 Best CRM Award. It has a free CRM platform that offers a powerful set of tools to engage customers and manage CRM-related operations. HubSpot takes care of all customer engagement channels from website traffic to landline calls. It is easy to use and it can integrate with other business systems as well.

Company Email

Contact No.

Company's Address

25 First Street, 2nd Floor
Cambridge, MA 02141
USA

You should pay attention to the fact that even though both MyCRMDashboard Mortgage CRM and Client Heartbeat may provide an excellent set of features each solution might be aimed at a different business size. If you are comparing features you should give some attention to a business type they are catering to. Specific functionalities might scale up with no problem for big enterprises but if you have a small or medium company it’s usually more sensible to refrain paying for advanced features that you may never have a chance to use.

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