MyCRMDashboard Mortgage CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Online Calendar
- ABC-123 Prioritized Tasks
- Daily Notes Organizer
- Planning Wizards
- Goal Tracking
- Cloud based, browser or mobile access
- Technical Support via Email
- Manage Contacts & Organizations
- Project Manager
- Sales Opportunity Tracking
- Outlook/Gmail Integration
- Email Center
- Professional Features
- Multi User / Access Control
- Custom fields & Page Layouts
- Website Integration
- Drip and Blast Email Marketing Campaigns
- Email and Phone Support
- Designated Account Manager
Pricing Info
Pricing Info
Three editions are available for a variety of user needs ranging from personal planning and productivity to robust CRM solutions for business planning, team collaboration, sales automation and everything in between. Below are the subscription prices:
Essentials – $14/user per month or $12/user per month (billed annually)
- All-in-one planner (contacts, calendars, tasks and notes)
- Data sync with popular platforms
- Planning
- Mobile apps
Professional – $39/user per month or $29/user per month (billed annually)
- All Essentials features, plus:
- Sales management
- Organizations/Accounts
- Email integration
- Process automation
Business – $59/user per month or $49/user per month (billed annually)
- All features including:
- Project management
- Marketing automation
- Customization
- Access control
Integrations
Integrations
PlanPlus Online supports integration with a variety of business systems and applications:
- Google Calendar
- Gmail
- Google Contacts
- Microsoft Outlook
- Google Maps
- BingMaps
- Mapquest
- Skype / JaJah / SIP
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Integrated Financial Services, Dermapen LLC, McIntyre Construction, COmmCap Advisors
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
PlanPlus Online is planning and organization software that increases individual effectiveness and allows you
to build a Culture of Productivity.
Company Email
sales@planplusonline.com
Contact No.
Company's Address
3216 Highland Drive #302, Salt Lake City, Utah 84106
PlanPlus Online Comparisons
Popular PlanPlus Online Alternatives
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.
Integrations
MyCRMDashboard Mortgage CRM integrates with the following business systems and applications:
- LOS/API integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mohave State Bank, Resource Financial, North Shore Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
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
MyCRMDashboard Mortgage CRM Comparisons
Popular MyCRMDashboard Mortgage CRM Alternatives
Almost as important as features and user support level are pricing packages given by PlanPlus Online and MyCRMDashboard Mortgage CRM. Even though pricing should not be a deciding factor it’s definitely an important thing to think about. You should try to find a flexible pricing plan that can be adjusted to your team size and effortlessly scaled up every time your team expands. Be sure that you don’t select packages that have complex tools that you won’t use and always make an effort to get in touch with the vendor directly as big companies can usually count on special pricing. You should also check out a free trial or demo of each product to spend at least some time working with it. It’s a valuable experience that doesn’t require you to invest any money and offers a solid overview of what it’s like to work with PlanPlus Online and MyCRMDashboard Mortgage CRM.
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