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Compare MyCRMDashboard Mortgage CRM vs Zoho CRM

What is better MyCRMDashboard Mortgage CRM or Zoho CRM? There are many CRM Software products in the market right now. The ideal way to find out which service fits your needs best is to examine them side by side. For example, here you can assess MyCRMDashboard Mortgage CRM and Zoho CRM for their overall score (8.0 vs. 9.4, respectively) or their user satisfaction rating (N/A% vs. 92%, respectively).

It’s also possible to compare their individual modules and pricing stipulations and other valuable facts below. When matching products make sure to analyze their corresponding capabilities and mark their differences to get a clearer picture of both deals. Similarly, keep in mind to evaluate non-core factors like security, backup, usability, and customer support.

We realize that not all companies have enough time to try out a wide range of different solutions, so we came up with a list of recommendations that you may find useful. Our top choices for the CRM Software category are: 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 9.4

User Satisfaction

CUSTOMER EXPERIENCE 92%

Pricing

free

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Sales Force Automation

  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management

Lead Management

  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)

Account Management

  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs

Effective Follow-up

  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year

Website Integration with Forms

  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM

CRM Workflow Management

  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks

Sales Tracking

  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition

Pulse

  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity

Sales Forecasting

  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards

Productivity

  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields

MailMagnet

  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders

Document Library

  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document

Social CRM

  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM

Mobile CRM

  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone

CRM for Google Apps

  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories

Pricing Info

Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and Enterprise pricing plans to choose from.

 

Free – Up to 3 users, No credit card required.

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) or $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month (billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone

Integrations

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

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

Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.

Company Email

sales@zohocorp.com

Contact No.

Company's Address

4141 Haciendra Drive
Pleasanton, CA 94588
USA

When you choose a service that you believe will be an actual asset for your business you shouldn’t just focus on what experts have to say about it. Quite frequently individual experience with the product will vary, depending on your own goals and requirements. This is why in our reviews we also provide our User Satisfaction Rating for each solution to give you an immediate overview of how actual users of MyCRMDashboard Mortgage CRM and Zoho CRM estimate their contact with the service. Our system is built around advanced analysis of product mentions on other websites, social networks and blogs, so you are going to receive a complete and credible landscape of what other customers think about each software. In this case MyCRMDashboard Mortgage CRM got a total satisfaction rating at N/A% while for Zoho CRM 92% of people express they had a positive experience with it.

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