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description: Page 3 - Discover the best Mortgage CRM Software for your organisation. Compare top Mortgage CRM Software tools with customer reviews, pricing and free demos.
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title: Page 3 - Best Mortgage CRM Software - 2026 Reviews, Pricing & Demos
---

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# Mortgage CRM Software

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## Products

1. [Wishpond](https://www.softwareadvice.com.au/software/21890/wishpond) — 4.1/5 (154 reviews) — Wishpond is a lead generation and marketing automation solution. Featuring a drag-and-drop landing page editor, socia...
2. [Groove](https://www.softwareadvice.com.au/software/224461/groove) — 4.7/5 (146 reviews) — Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart,...
3. [Creatio CRM](https://www.softwareadvice.com.au/software/5948/marketingcreatio-international) — 4.7/5 (135 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
4. [Gold-Vision CRM](https://www.softwareadvice.com.au/software/13928/gold-vision-crm) — 4.6/5 (131 reviews) — Who are we? Gold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for...
5. [Highrise](https://www.softwareadvice.com.au/software/18915/highrise) — 4.5/5 (130 reviews) — Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows u...
6. [Jungo](https://www.softwareadvice.com.au/software/72307/jungo) — 4.1/5 (123 reviews) — Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integ...
7. [Contactability](https://www.softwareadvice.com.au/software/3263/contactability-leadmanager) — 4.0/5 (117 reviews) — Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move throug...
8. [Supportbench](https://www.softwareadvice.com.au/software/37159/supportbench) — 4.9/5 (116 reviews) — The AI-Powered Helpdesk for Modern B2B Teams Supportbench is the most complete helpdesk platform built specifically f...
9. [Deskero](https://www.softwareadvice.com.au/software/110139/deskero) — 4.7/5 (112 reviews) — Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticke...
10. [InvGate Service Management](https://www.softwareadvice.com.au/software/19043/invgate-service-desk) — 4.6/5 (108 reviews) — InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service...
11. [Dropbox DocSend](https://www.softwareadvice.com.au/software/131965/docsend) — 4.5/5 (99 reviews) — DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect...
12. [BNTouch Mortgage CRM](https://www.softwareadvice.com.au/software/127795/bntouch) — 4.5/5 (97 reviews) — BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehen...
13. [OTRS](https://www.softwareadvice.com.au/software/75465/otrs) — 4.4/5 (96 reviews) — OTRS help desk is a service management solution that connects teams and businesses with customers through structured ...
14. [LionDesk](https://www.softwareadvice.com.au/software/167257/liondesk) — 4.1/5 (95 reviews) — LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning ...
15. [HappyFox Help Desk](https://www.softwareadvice.com.au/software/26972/happyfox) — 4.6/5 (92 reviews) — HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions t...
16. [Sprinklr](https://www.softwareadvice.com.au/software/86501/sprinklr-marketing) — 4.3/5 (91 reviews) — Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers soc...
17. [Efficy CRM](https://www.softwareadvice.com.au/software/38575/efficy) — 4.0/5 (90 reviews) — At last, a CRM solution that truly adapts to your needs\! Our mission is to help each company or organisation succeed ...
18. [Groove](https://www.softwareadvice.com.au/software/110166/groove) — 4.5/5 (87 reviews) — Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their custome...
19. [WORKetc](https://www.softwareadvice.com.au/software/8483/worketc) — 4.6/5 (85 reviews) — WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, inv...
20. [Ricochet360](https://www.softwareadvice.com.au/software/183895/ricochet360) — 4.8/5 (82 reviews) — Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solut...
21. [Voiptime Cloud](https://www.softwareadvice.com.au/software/55594/voiptime-cloud) — 4.8/5 (80 reviews) — Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center ...
22. [Canny](https://www.softwareadvice.com.au/software/117543/canny) — 4.6/5 (77 reviews) — Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and a...
23. [Highspot](https://www.softwareadvice.com.au/software/75066/highspot) — 4.6/5 (75 reviews) — Highspot is a sales enablement solution, which combines content management and sales teams collaboration to engage wi...
24. [Sage CRM](https://www.softwareadvice.com.au/software/437357/sagecrm) — 3.6/5 (73 reviews) — Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize...
25. [LiveHelpNow](https://www.softwareadvice.com.au/software/102419/livehelpnow-crm) — 4.6/5 (72 reviews) — LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazin...

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Lead scoring, nurturing tools, and performance metrics are also available with this solution.\n\n\nCombined with email marketing automation, Wishpond allows marketers and business owners to create segmented lists of subscribers based on interest, location, web activity, plus more.\n\n\nAdditionally, users can build custom campaigns, manage landing pages, run social contests, set up marketing automation tasks, manage email marketing initiatives, plus more.\n\n\nPricing for Wishpond is on a monthly subscription basis and based on the number of leads.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/366a0e6d-abe8-43e7-b9e7-371a718f6c8c.png","url":"https://www.softwareadvice.com.au/software/21890/wishpond","@type":"ListItem"},{"name":"Groove","position":2,"description":"Groove is a market-leading sales engagement platform that enables sales leaders to execute their strategy in a smart, adaptive way. With Groove, revenue leaders can use automation to do more with less, driving greater efficiency and effectiveness across the customer lifecycle. \n\nGroove’s sales engagement platform drives more revenue through connected and consistently great sales execution. It makes your sales strategy actionable, reinforces your custom playbook, and applies AI-driven insights that help sellers learn, evolve, and win.\n\nGroove enables more than 75,000 users at ADP, Google, Uber, iHeartMedia, Capital One, and other large enterprises to be more efficient and effective. Groove has ranked #1 in enterprise customer satisfaction on G2 for four consecutive years and has been named one of the Inc. 5000 fastest-growing privately held companies in the U.S. since 2020.\n\nTo learn more, visit https://groove.co.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f5f4d47f-368d-4619-8334-0a4233a3520a.png","url":"https://www.softwareadvice.com.au/software/224461/groove","@type":"ListItem"},{"name":"Creatio CRM","position":3,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.com.au/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"Gold-Vision CRM","position":4,"description":"Who are we? \n\nGold-Vision is a user-intuitive customer relationship management (CRM) solution that includes modules for sales, marketing, support, projects, portal and events. Suitable for organizations of all sizes, it can be installed both on-premise and in the cloud, dependant on preference.  \n\nCore features: \n\nThe core CRM features include automatic tracking and synchronization of emails with Microsoft 365. Other features include centralized storage of prospect and customer information, which can be accessed on desktop or mobile devices. Users can also view social profiles for prospects and customers. \n\nSales: \n\nSales features include lead scoring, easy reporting, and comprehensive pipeline management. Furthermore, set pre-defined scores and view integrated website analytics with simplistic touchpoint scoring, with leads automatically scored based on customer interest.  \n\nPipeline management is at the core of the sales module, get an instant live view of your business status, forecast sales revenue, and even set and monitor performance targets for different team members, ensuring the entire team is in the loop with sales activities. \n\nGold-Vision's opportunities module provides details of all quotes, activities and recent emails, so any user can view where the lead came from and what’s happening next.   \n\nMarketing: \n\nThe Gold-Vision product line also includes our brand-new product, Gold-Vision Marketing. Gold-Vision Marketing is an all-in-one digital marketing platform which is fully integrated with our CRM. Marketing gives users the ability to create and run campaigns, all whilst data is being fed back into CRM to aid the sales process – making sales and marketing alignment easier than ever. \n\nGold-Vision's marketing features feed directly into analytics and dashboards, which are fully customizable visual charts and graphs. Other features include touchpoint point scoring, event booking management, and more. \n\nProjects: \n\nManaging projects in Gold-Vision is a simplistic and collaborative process, whether that’s assigning different team members tasks, creating to-do lists, or even just staying on schedule by monitoring progress and time spent on each activity. Appointment tracking, document management, and workflow management are core to the projects area of Gold-Vision. \n\nCustomer support: \n\nTo deliver great customer support your team needs to know more than just the name of the person they’re talking to – they need the full picture.   \n\nWith Gold-Vision CRM, all your customer data – from your first touchpoint to the last – is in one place. Your support agents will always have the latest information at their fingertips and can respond more efficiently and effectively than ever before \n\nCustomer interactions are automatically tracked and linked to their corresponding support tickets via integrations such as Live Chat, Microsoft 365, Outlook and more. \n\nDemo: \n\nAfter identifying your needs, we will build out a bespoke demo system for you, considering your business set-up, internal processes, and anything else you may detail to us and will then guide you through, giving you an insight into what an average day may look like within Gold-Vision. \n\nWe provide a smooth and stress-free purchase process that puts your business needs at the forefront of our minds, carrying out all discussions and consultations with a personal feel. \n\nImplementation and support: \n\nFrom the moment you become a Gold-Vision customer, we will work directly with you to integrate and implement your system exactly how you want it. We provide quick-start packages for smaller projects or more in-depth training for larger teams. Our training services are flexible based on your needs, and we’re here to make sure you get value from Gold-Vision from the start. \n\nOur support team is attentive and offers comprehensive advice whenever needed. \n\nGold-Vision pricing is done on a per-user per-month basis, allowing for manageable payments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c7a6bba8-9107-474b-b8e0-6842c427939d.png","url":"https://www.softwareadvice.com.au/software/13928/gold-vision-crm","@type":"ListItem"},{"name":"Highrise","position":5,"description":"Highrise is a CRM solution for small businesses with contact and task management functionality. The software allows users to track communication with clients so that teams can view the status of deals and relationships. Contacts can be imported into Highrise from Outlook, Gmail, and Excel and tagged so that they can be organized, filtered, and searched. Users can also add notes and comments to contact details and utilize custom data fields for people and companies.\n\n\nHighrise task management functionality lets users create tasks, view tasks by company, contact or project, and add reminders to projects. Users can also share address books, store important emails, attach documents to projects and control the privacy settings.\n\n\nHighrise provides a feature called \"Good Morning,\" which is a virtual personal assistant that helps users organize and respond to incoming activity that needs attention. The software connects to MailChimp so that users can target and send email marketing campaigns to contacts. The software also integrates with other third party tools via API.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e2f6cadf-0f42-4d5e-b4a8-99a7304d5121.png","url":"https://www.softwareadvice.com.au/software/18915/highrise","@type":"ListItem"},{"name":"Jungo","position":6,"description":"Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: \n\nMarketing:\nLet Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! \n\nAutomations:\nSave time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. \n\nLOS Integrations:\nJungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. \n\nReporting & Analytics: \nMake data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. \n\nContact Management:\nEasily segment your database to send more personalized and targeted messages to grow your pipeline. \n\nSecure Document Management:\nKeep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. \n \nSign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business! https://ijungo.com/request-demo/?click=softwareadvice","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccbafd1e-c64c-48fa-b1fd-924a4c802f10.png","url":"https://www.softwareadvice.com.au/software/72307/jungo","@type":"ListItem"},{"name":"Contactability","position":7,"description":"Contactability LeadManager is a cloud-based marketing platform that helps companies monitor leads as they move through the sales pipeline and keep track of closed deals. This solution features tools to manage engagement with potential and current customers.\n\n\nWithin their suite, Contactability delivers marketing and sales automation, customer service and support, self-service and call center. Their workflow helps agents and representatives schedule their daily tasks. Contactability integrates with third-party lead source and can capture leads from different web forms. Once the solution detects interest, prospects are pushed forward to a rep or re-routed to a nurturing program. Once the lead has become a customer, Contactability’s retention campaigns help stay connected with them via follow up calls and/or emails.\n\n\nThe calendar feature sends out reminders about upcoming calls or meetings. All interaction history on leads is recorded in the activity stream for future reference. Users can create custom fields and record data on the fly, and leads are tagged with dispositions for easy management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7e4e134d-dafe-4aa9-86a0-c3715bd1d633.png","url":"https://www.softwareadvice.com.au/software/3263/contactability-leadmanager","@type":"ListItem"},{"name":"Supportbench","position":8,"description":"The AI-Powered Helpdesk for Modern B2B Teams\n\nSupportbench is the most complete helpdesk platform built specifically for B2B support and success teams. Designed for high-touch customer relationships, we embed AI throughout your workflow to automate the manual, reduce costs, and empower your agents with real-time intelligence. No IT team required.\n\nTop Benefits:\n\nReduce support costs by automating repetitive work\n\nImprove resolution times with AI-powered case context and suggestions\n\nIncrease agent productivity with an AI Copilot that guides every reply\n\nGet faster time to value—Supportbench is easy to configure and launch\n\nGain visibility into KPIs and customer health with built-in analytics\n\nKey AI Features:\n\nAI QA Bot that answers questions or raises tickets automatically\n\nAI Copilot that suggests the next best response based on history and KB\n\nAutomatic case summaries when tickets are opened or closed\n\nTurn cases into knowledge base articles instantly\n\nPredictive CSAT and CES scores without needing survey responses\n\nAuto-tagging, auto-prioritization, and issue classification via AI\n\nPowerful Enterprise Functionality:\n\nDynamic SLAs that adapt based on customer and case context\n\nNative Salesforce synchronization to show licensing and contract data\n\nSecure, branded customer portal with full customization\n\nRich email editor that supports inline images and formatting\n\nEscalation management with notes, stages, and auto-escalation rules\n\nInternal and external knowledge bases for both agents and customers\n\nBuilt for B2B Teams That:\n\nNeed to manage complex or high-value accounts\n\nWant fewer support escalations and better visibility\n\nPrefer a platform that doesn't require constant IT involvement\n\nAre scaling fast and need a modern, all-in-one solution\n\nSupportbench is the #1-rated B2B helpdesk on G2, Capterra, and Software Advice with a 4.9/5 average rating. It’s the helpdesk that helps you do more—with less.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e88f13f0-1e63-4797-9012-4a9f66e02146.png","url":"https://www.softwareadvice.com.au/software/37159/supportbench","@type":"ListItem"},{"name":"Deskero","position":9,"description":"Deskero by Nabra is a cloud-based help desk management solution designed for businesses of all sizes. It offers ticketing, multi-channel support, social media and chat support and reporting functionalities within a suite. Phone, Android and Windows apps available.\n\n\nDeskero features ticketing management, which allows users to group, tag and organize help desk tickets based on predefined rules. Users can also define ticket configuration rules, which allows users to create workflows for themselves and team members.\n\n\nDeskero offers chat tickets, which allows users to manage support requests via chat. Users can also create separate workflows for incoming chat requests, and assign them to an agent, team or division. The product also features team chat, which allows team members to initiate chat engaging individual agents or teams.\n\n\nDeskero offers subscription pricing, and is available in four different pricing plans based on the number of features offered.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60e1f81c-6451-43d1-84c3-251edd0b038e.jpg","url":"https://www.softwareadvice.com.au/software/110139/deskero","@type":"ListItem"},{"name":"InvGate Service Management","position":10,"description":"InvGate Service Desk is an IT service management platform that offers help desk request fulfillment, customer service and support and self-service knowledge management. The system is compatible with Mac, Windows, and iPad (or other tablets), and can be purchased outright as an on-premises option, or SaaS, with an annual reoccurring fee. It is customizable depending on the needs of the company.\n\n\nInvGate lets users create trouble tickets, run advanced reports and view analytics and automate workflows. Its drag-and-drop and drill-down functionality allow data to be accessible to all members of the team. The solution offers features such as ticket management, knowledge base, problem management, change management, reporting and analytics. The built-in analytics tool uses OLAP approach to deliver data and information in real time. \n\n\nInvGate also offers web self-service capabilities, so staff can track the progress of trouble tickets, search the knowledge base, and promote self-resolution to IT service requests. Support is available via online portal and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3d4b5a87-913f-40c6-b18f-9f7fdae9c8bb.png","url":"https://www.softwareadvice.com.au/software/19043/invgate-service-desk","@type":"ListItem"},{"name":"Dropbox DocSend","position":11,"description":"DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. \n\n\nWith DocSend you can track who opens your document and how much time they spend on each page, protect your documents with security features like email verification and viewer whitelisting, and share multiple documents with a single link using Spaces, our virtual deal room.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b143d6e-433b-4f3f-aa6a-764e17da6500.png","url":"https://www.softwareadvice.com.au/software/131965/docsend","@type":"ListItem"},{"name":"BNTouch Mortgage CRM","position":12,"description":"BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.\n\n\nBNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a13d2c8d-e37d-4362-bdd4-8ef126cf5979.png","url":"https://www.softwareadvice.com.au/software/127795/bntouch","@type":"ListItem"},{"name":"OTRS","position":13,"description":"OTRS help desk is a service management solution that connects teams and businesses with customers through structured communication, automated workflows, comprehensive customer, equipment, asset and location data (CMDB), detailed reporting, an extensive knowledge base and multi-channel communication.\n\nOTRS enhances satisfaction in any area of business, such as IT, customer support, security, HR or the office. The solution offers a wide array of features designed to enhance efficiency and streamline operations. It allows teams to create custom service catalogs, categorize customers, and generate tailored reports, ensuring that specific needs are met with precision. Additionally, communication is automated both internally and externally, facilitating seamless interactions with coworkers and customers. \n\nOTRS includes built-in role and authorization management tools, enabling the assignment of tickets to the appropriate individuals and teams. Multiple reports can be generated to analyze the performance of individuals, teams, or assets, providing valuable insights for continuous improvement. Workflow automation tools further enhance productivity, while service level agreements (SLAs), escalation management, and a comprehensive CMDB ensure that service delivery is both timely and effective. Additionally, the use of calendaring keeps resources organized and on task, promoting a structured and efficient work environment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/64b6e562-5d48-4ad9-b584-f5b7a212fbbb.png","url":"https://www.softwareadvice.com.au/software/75465/otrs","@type":"ListItem"},{"name":"LionDesk","position":14,"description":"LionDesk is the only CRM you'll ever need for building relationships, generating leads, nurturing leads, and turning those leads into lifelong clients.\n\nLionDesk solves the problems most people face of:\n?? Forgetting to follow up on important tasks\n?? Losing deals because leads fell through the cracks\n?? Knowing what to do each day to stay in massive action","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/09ae7f17-6396-4ef4-8376-c828eee5396a.png","url":"https://www.softwareadvice.com.au/software/167257/liondesk","@type":"ListItem"},{"name":"HappyFox Help Desk","position":15,"description":"HappyFox is a cloud-based customer relationship management solution that provides help desk and ticketing solutions to businesses across various industries, including computer and software, education, travel and leisure, media and publishing, energy, retail, and more.\n\n\nHappyFox sorts tickets based on priority and then organizes them based on pre-determined criteria, so that each queue is relevant and managed in a logical manner. Email templates help manage repetitive queries, and these templates can be customized to ensure a relevant response from support team members to customers. Each ticket contains a running log of actions taken so that all team members have visibility into the edits taking place.\n\n\nHappyFox offers industry standard security features for managing and storing user's data. These features include SSL enabled help desk, encryption by 256 bit AES algorithm, role-based permissions and restricted access based on IPs.\n\n\nHappyFox is available on a monthly subscription basis that includes support via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/58b26074-f89b-4b36-bbb2-d3a863772bfd.png","url":"https://www.softwareadvice.com.au/software/26972/happyfox","@type":"ListItem"},{"name":"Sprinklr","position":16,"description":"Sprinklr is a cloud-based customer experience management solution designed for businesses of all sizes. It offers social experience core, content marketing, social media management, paid advertising, website management (first-party experience), and social listening functionalities within a suite.\n\nThe social CRM and social governance modules enable users to manage social profiles using a single platform. The platform also allows customers to post reviews on a website, post messages on their Facebook profiles, or tweet directly about the brand.\n\nSprinklr's social media management platform allows users to implement a social media strategy across multiple business functions, such as sales, marketing, customer service, PR, events, and crisis management.\n\nOther features include social automation and social campaign management, which includes collaborating on design, launching, and reporting across departments and enforcing campaign consistency across the organization.\n\nSprinklr offers online and knowledgebase support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f0490fe8-5643-494f-b180-6fc2b6e0b6f8.png","url":"https://www.softwareadvice.com.au/software/86501/sprinklr-marketing","@type":"ListItem"},{"name":"Efficy CRM","position":17,"description":"At last, a CRM solution that truly adapts to your needs!\n\nOur mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.  \n\nOur CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.   \n\nDon’t waste time on administrative tasks - empower your employees and grow your business with Efficy Enterprise.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e897b9cd-f43c-41de-9543-008705bbaec0.png","url":"https://www.softwareadvice.com.au/software/38575/efficy","@type":"ListItem"},{"name":"Groove","position":18,"description":"Groove is a cloud-based help desk software for small businesses. It helps companies to communicate with their customers via email, live chat, social media and phone calls. Key features include ticketing, live chat, knowledge management, reporting tools and customer self-service.\n\n\nGroove allows users to converse with their customers on multiple channels through one platform. Reporting dashboards display customer support metrics such as average handle time and reply type, as well as complaint trends, bugs and requests.\n\n\nUsers can set up an online knowledge base for customers. Groove also offers on-site support widgets such as an FAQ, contact forms and live chat. The software supports various integrations including Slack, Zapier, Facebook and Twitter.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7ab0ef76-5070-4031-a2da-fbbdaaa97462.jpeg","url":"https://www.softwareadvice.com.au/software/110166/groove","@type":"ListItem"},{"name":"WORKetc","position":19,"description":"WORKetc is a cloud-based customer relationship management (CRM) software with integrated CRM, project management, invoicing, help desk, sales and marketing management modules, catering to the business management needs of companies of all sizes. WORKetc supports collaboration between sales, support, project finance and management teams for improved customer visibility. It can capture customer information manually, or automatically via Web forms and email. Support cases can be managed by custom priority levels and statuses. The software manages the complete customer lifecycle from lead to sales and billing and support. Every activity and interaction is captured online and provides features such as search and filter customer activity history by keyword, activity or employee interaction. Contacts can also be synced from Google Workspace or Outlook. The software keeps track of each and every billable event across the business with company-wide billing, tracking overdue accounts, subscription billing, taxes and discount management. WORKetc also supports integration with accounting software, such as Quickbooks Online and Xero.\n\nThis platform allows your team to work from anywhere, centralizing team and customer collaboration, and bringing remote teams together. It offers mobile access via iOS and Android apps, enabling you to manage your business at work, at home, or on the road. \n\nWith WORKetc, you can say goodbye to painful integrations and multiple costly web apps, and say hello to increased productivity and efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b34da490-8e06-4799-9acd-43625924e807.png","url":"https://www.softwareadvice.com.au/software/8483/worketc","@type":"ListItem"},{"name":"Ricochet360","position":20,"description":"Ricochet360 is a cloud-based, integrated call center, customer relationship management and marketing automation solution. Designed for small to large businesses, it comes with a progressive dialer for users to automate processes such as engaging with prospects via emails or texts, recording calls, optimizing contact rates and more.\n\nFeatures of Ricochet360 include lead management, call analytics, skills-based calling queues, email messaging drip automation, gamification, scripting and more. The customer relationship management module allows marketers to automatically capture, track and distribute leads among sales representatives based on skills, availability, and pooling.\n\nAdditionally, it provides a cloud phone system for users to facilitate click-to-call conversions, call transfers, performance tracking, among other processes. Ricochet360 lets businesses run custom and targeted call campaigns per specific lead types, improving sales funnels. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/082cf626-78c1-4d16-97f3-0160ab3368a8.png","url":"https://www.softwareadvice.com.au/software/183895/ricochet360","@type":"ListItem"},{"name":"Voiptime Cloud","position":21,"description":"Provide excellent customer support and triple your telesales with a cloud-based multichannel Voiptime Contact Center solution! Intelligent call routing, ACD, multi-level IVR, Progressive & Predictive dialer (with flexible redialing rules, time zone settings), flexible call script builder, live call monitoring, ultimate reporting, and powerful REST API. Get up and running in less than 48 hours, with a fully configured environment and reliable VoIP lines with affordable rates in 200 countries.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56d75438-a5d1-4ba7-ad45-38b65c020b69.png","url":"https://www.softwareadvice.com.au/software/55594/voiptime-cloud","@type":"ListItem"},{"name":"Canny","position":22,"description":"Canny is a feedback management platform designed to help businesses collect and analyze insights from customers and account holders, plan roadmaps and announce product updates. Administrators can automatically link feedback to existing user accounts, group similar requests together, discuss ideas with internal teams and let customers vote in by adding them to private boards. \n\n\nFeatures of Canny include customizable branding, API, webhooks, reporting, feature request tracking. idea management, public roadmapping and more. Users can maintain a changelog of all product updates and filter by label IDs to display logs specific to separate products. Additionally, it allows teams to synchronize project updates or statuses across systems and notify customers about upcoming features. \n\n\nCanny facilitates integration with several third-party applications such as Zapier, Slack, Intercom, Zendesk, Salesforce, Jira, GitHub, Segment, Microsoft Teams, and more. Pricing is available on monthly subscriptions.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/27e17e60-2465-4fb1-a234-b9149d8127d4.png","url":"https://www.softwareadvice.com.au/software/117543/canny","@type":"ListItem"},{"name":"Highspot","position":23,"description":"Highspot is a sales enablement solution, which combines content management and sales teams collaboration to engage with opportunities and leads. Flexibility is an important factor when presenting content to customers and Highspot offers various tools to target customers. Real-time visibility and advanced analytics give deep insights into the value of the content and audience engagement.\n\nA combination of intelligent suggestions and semantic search ensure content and sales boost productivity simultaneously. The system enables teams to connect with customers and circulate content via screen-sharing, email and mobile devices, while providing real-time notifications and action-oriented information.\n\nAnalytics helps organizations optimize content, identify areas of improvement and tailor sales pitches. Highspot allows users to utilize current IT investments through its integration with third-party platforms. It also aims to curb the gap between marketing and sales teams by supporting both with quality content. All team members can quickly and effortlessly search the required content via powerful browsing tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/aa20baae-e2fd-4d9b-a3c7-5d70306a181f.png","url":"https://www.softwareadvice.com.au/software/75066/highspot","@type":"ListItem"},{"name":"Sage CRM","position":24,"description":"Sage CRM is a cloud-based customer relationship management (CRM) solution tailored specifically for small and midsize businesses aiming to optimize their customer experiences. This comprehensive platform provides a suite of tools designed to manage both new and existing client relationships, streamlining operations across sales, marketing, customer service, and more. Notable applications include integrated modules for sales and marketing automation, customer service, help desk, and social CRM, fostering a holistic approach to managing customer journeys.\n\nThe platform’s capabilities are enhanced with robust mobile features, ensuring that teams can access customer data and functionalities on the go, boosting productivity and responsiveness. Sage CRM supports both cloud and on-premise deployments, offering flexibility to businesses based on their infrastructure preferences and requirements.\n\nSales teams can leverage Sage CRM to monitor sales agent performance, forecast trends effectively, schedule meetings, and manage the sales pipeline more efficiently. The dashboard provides immediate visibility into current sales deals, while advanced reporting and analytic features aid in forecasting sales performance and identifying new opportunities. For marketers, the solution offers powerful tools to plan and execute multi-channel marketing and promotional campaigns. Its built-in email marketing functionality facilitates the sending of promotional messages and newsletters directly to contacts, enhancing communication strategies.\n\nThe solution's capability extends to managing campaigns across multiple channels, ensuring that businesses can target and engage their audience through the most effective mediums. This adaptability and breadth of features make Sage CRM a versatile tool for enhancing customer engagement and nurturing long-term relationships.\n\nMoreover, Sage CRM stands out for its compatibility with various third-party applications, allowing for seamless integration into existing business ecosystems. This interoperability enhances the platform's flexibility and enables businesses to customize their CRM solution according to their specific needs and workflows.\n\nIn summary, Sage CRM provides a comprehensive and customizable CRM solution that supports businesses in their endeavors to manage customer relationships effectively. With its extensive features for sales, marketing, and customer service, combined with mobile capabilities, cloud and on-premise deployment options, and third-party application integration, Sage CRM empowers small and midsize businesses to optimize their customer experience and drive growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9607bcbc-59fe-4b10-a807-05685fadb3f7.jpeg","url":"https://www.softwareadvice.com.au/software/437357/sagecrm","@type":"ListItem"},{"name":"LiveHelpNow","position":25,"description":"LiveHelpNow provides omnichannel support solutions that give teams of any size the tools they need to drive an amazing customer experience. Software designed to meet all of your customer support, contact center, lead generation, and help desk needs.\n\nWith LiveHelpNow’s omnichannel capabilities, your team will be able to communicate with customers via any channel all while receiving one streamlined communication history. Communication channels include live chat, SMS text-to-chat, chatbots, Facebook messenger, email, and VoIP call.\n\nAvailable tools include intelligent conversation routing, canned responses, KPI dashboards, contact center analytics, enterprise level reporting, conversion tracking, unified inbox, auto language translation, knowledge base management, automations and triggers, lead generation management, email management, VoIP call management and more!\n\nYou’ll also get the most out of your existing tools by integrating with your CRM, CMS, knowledge base, and social media.\n\nYou can purchase knowledge base, live chat, and help desk applications on a standalone basis or bundled into one integrated help desk suite.\n\nQuick, easy installation. No setup fees or contract. Free training and 24/7 support.\n\nTrusted by over 8000 businesses worldwide.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b8fb1b65-7b6d-4c2e-9111-85ff35512468.png","url":"https://www.softwareadvice.com.au/software/102419/livehelpnow-crm","@type":"ListItem"}],"numberOfItems":25}
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