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description: Page 6 - 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 6 - Best Mortgage CRM Software - 2026 Reviews, Pricing & Demos
---

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# Mortgage CRM Software

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## Products

1. [Pega CRM](https://www.softwareadvice.com.au/software/4045/pega-crm) — 3.9/5 (13 reviews) — Pega CRM is an enterprise-level customer relationship management (CRM) solution by Pegasystems that integrates sales,...
2. [Inbenta](https://www.softwareadvice.com.au/software/9762/inbenta) — 4.7/5 (13 reviews) — Inbenta is a 4-module Conversational AI Platform that simplifies and automates customer communications. With its powe...
3. [Aidium](https://www.softwareadvice.com.au/software/79032/whiteboard-mortgage) — 4.4/5 (13 reviews) — Aidium empowers lenders to finalize more mortgages by enabling smart interactions with borrowers. Aidium is a Mortgag...
4. [Oracle Service](https://www.softwareadvice.com.au/software/28301/oracle-service-cloud-fs) — 4.5/5 (13 reviews) — Oracle Service is a best-of-breed customer experience solution. It is designed to automated customer service processe...
5. [ezeeCRM](https://www.softwareadvice.com.au/software/188029/ezeecrm) — 4.1/5 (13 reviews) — ezeeCRM by BusinessEzee is a cloud-based customer relationship management platform for businesses within industries i...
6. [Answerbase](https://www.softwareadvice.com.au/software/3891/answerbase) — 4.7/5 (11 reviews) — Answerbase is a solution for mid-size and enterprise-level companies looking for marketing automation and analytics, ...
7. [CustomerGauge](https://www.softwareadvice.com.au/software/108972/customergauge) — 4.8/5 (11 reviews) — CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict c...
8. [Wowdesk](https://www.softwareadvice.com.au/software/75405/wowdesk) — 4.7/5 (11 reviews) — WowDesk is a customer service solution that helps small to large enterprises gather clients’ requests from all channe...
9. [Sam.ai](https://www.softwareadvice.com.au/software/187456/sam) — 4.9/5 (10 reviews) — SAM is a cloud-based, fully integrated sales and marketing system. The main features of the system include email mark...
10. [Khoros Care](https://www.softwareadvice.com.au/software/97973/khoros-care) — 4.8/5 (8 reviews) — Khoros Care is a social media marketing solution that helps businesses streamline client interactions across various ...
11. [IncidentMonitor](https://www.softwareadvice.com.au/software/27724/incidentmonitor) — 4.1/5 (7 reviews) — IncidentMonitor is an information technology service management (ITSM) solution to support IT, ITIL and other busines...
12. [Nextiva CRM](https://www.softwareadvice.com.au/software/90997/nextivaservicecrm) — 3.6/5 (7 reviews) — The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. D...
13. [Helprace](https://www.softwareadvice.com.au/software/20692/helprace) — 4.7/5 (7 reviews) — Helprace is a cloud-based customer relationship management (CRM) solution that helps businesses manage interactions w...
14. [ServiceTonic](https://www.softwareadvice.com.au/software/32396/service-tonic) — 4.7/5 (7 reviews) — ServiceTonic is a Help Desk and ITSM solution for companies of all sizes in industries including IT Services, account...
15. [WebsiteAlive](https://www.softwareadvice.com.au/software/59234/websitealive) — 4.8/5 (6 reviews) — WebsiteAlive is a cloud-based live chat solution that allows agents to communicate with their customers through chat....
16. [Apex Loyalty](https://www.softwareadvice.com.au/software/384478/apex-loyalty) — 5.0/5 (6 reviews) — Apex Loyalty is a loyalty and engagement management software based on the Salesforce platform, which helps businesses...
17. [VeriShow](https://www.softwareadvice.com.au/software/17964/verishow) — 5.0/5 (5 reviews) — VeriShow is a cloud-based customer communication and engagement suite that includes applications for live chat, video...
18. [OptifiNow](https://www.softwareadvice.com.au/software/21486/optifinow) — 4.8/5 (5 reviews) — Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer dir...
19. [Interakt](https://www.softwareadvice.com.au/software/22158/interakt) — 5.0/5 (5 reviews) — Interakt is a cloud-based customer relationship management (CRM) solution that caters to businesses of all sizes acro...
20. [AG-VIP](https://www.softwareadvice.com.au/software/110028/ag-vip) — 4.6/5 (5 reviews) — AG-VIP is a Windows-based call center software for inbound and outbound calls, which is available in multiple languag...
21. [Maple CRM](https://www.softwareadvice.com.au/software/30025/maple-crm) — 3.8/5 (4 reviews) — Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sal...
22. [Aavaz](https://www.softwareadvice.com.au/software/14272/aavaz) — 3.9/5 (4 reviews) — Aavaz is a call center software offers that offers an inbound, outbound and blended call center platform designed to ...
23. [IFS assyst](https://www.softwareadvice.com.au/software/6416/axios-systems-assyst) — 3.5/5 (4 reviews) — assyst by Axios Systems is an IT services management solution that offers service management, service catalog, self-s...
24. [HelloLeads](https://www.softwareadvice.com.au/software/62589/helloleads) — 4.0/5 (3 reviews) — Why HelloLeads CRM? “ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them ...
25. [Lucrativ](https://www.softwareadvice.com.au/software/77439/lucrativ) — 5.0/5 (3 reviews) — Lucrativ is a multichannel customer relationship management platform suitable for businesses of all sizes. It offers ...

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Aidium is a Mortgage CRM that streamlines tasks, sets up contact methodologies, ranks leads, oversees referral partner ties, and handles reporting. Beyond being just a CRM, Aidium acts as an independent Engagement Platform, orchestrating multi-faceted marketing via platforms like email, SMS, and phone calls. It boasts a rich repository of ready-made strategies and content, combined with top industry guidelines, ensuring optimized engagement, conversion, and sales proficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/4a5aaade-db2c-4b0f-b456-5f587b576602.webp","url":"https://www.softwareadvice.com.au/software/79032/whiteboard-mortgage","@type":"ListItem"},{"name":"Oracle Service","position":4,"description":"Oracle Service is a best-of-breed customer experience solution. It is designed to automated customer service processes for B2B, B2C, and field teams with its foundational and patented time-based, predictive, and self-learning technology. It connects every interaction between businesses and customers, providing an end-to-end customer service management solution through cross-channel contact center, knowledge management, policy automation, and field service.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5f482e72-5e4c-48a4-ad9b-0fd87758c7b8.png","url":"https://www.softwareadvice.com.au/software/28301/oracle-service-cloud-fs","@type":"ListItem"},{"name":"ezeeCRM","position":5,"description":"ezeeCRM by BusinessEzee is a cloud-based customer relationship management platform for businesses within industries including sales, marketing, call center and customer service. The solution provides a range of features including lead tracking, lead capture, contact database, pipeline management, opportunity tracking, quote generation, deal management and much more.\n\n\nSales representatives can use ezeeCRM to manage multiple leads, contacts, accounts, and deals across multiple channels. The reporting dashboard provides insight into key metrics such as sales actually vs targets, total sales by month, leads by source, sales pipeline funnels and more. Users can organize their leads into lists based on geographic territory, or any other groups based on business needs. \n\n\nezeeCRM is available on a pay-as-you-go pricing model and offers support via web and phone, as well as dedicated account managers for premium plans. The platform also integrates with a range of third party social media platforms, accounting tools, marketing apps, and other solutions including Facebook, Mailchimp and Google Drive.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3825d744-f3b9-46cc-9b16-c9d1553f5ace.png","url":"https://www.softwareadvice.com.au/software/188029/ezeecrm","@type":"ListItem"},{"name":"Answerbase","position":6,"description":"Answerbase is a solution for mid-size and enterprise-level companies looking for marketing automation and analytics, customer service and support and social CRM. Customer service and support module allow companies to solve their common problems by automating the answers to repeat questions. It provides clients a fast turnaround on important issues that may crop up, leading to less traffic for the support team and a customer base that can research questions on their own.\n\n\nAnswerbase allows users to use the Q&A component with online sales, as potential customers can have any sales-based questions that can be answered directly on the product page. Existing questions are addressed immediately and new questions can be routed to the correct member of the sales team.\n\n\nAnswerbase provides data and suggestions to users on what content they should create or any existing content that needs improvement. Answerbase can be used in industry segments including advertising, education, media and retail. Pricing is per month. Support is offered via email and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6ac70766-b42d-4edc-8b7d-17b11329336d.png","url":"https://www.softwareadvice.com.au/software/3891/answerbase","@type":"ListItem"},{"name":"CustomerGauge","position":7,"description":"CustomerGauge is a customer experience solution, which helps businesses calculate net promoter score (NPS), predict churn rates and collect and organize customer feedback. It enables CX teams to embed review requests in survey campaigns, track the accumulated retention against targets and generate customer lifecycle reports.\n\n\nAdministrators can utilize the eNPS tool to receive anonymous feedback from employees, gain insights into business operations across departments and maintain employee retention. Features of CustomerGauge include account listing, sentiment analysis, revenue reporting, single sign-on (SSO) authentication, risk assessment, predictive analytics and more. Additionally, the centralized dashboard enables teams to view customer profiles with access to stakeholders’ information, churn probability, coverage percentage and response rates.\n\n\nCustomerGauge comes with an application programming interface (API), which facilitates integration with several third-party platforms such as Salesforce, HubSpot, NetSuite, Zendesk, Microsoft Dynamics, SugarCRM and more. Pricing is available on request and support is extended via online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c14ce7d7-ec31-4ac6-952b-bba0a0b20329.png","url":"https://www.softwareadvice.com.au/software/108972/customergauge","@type":"ListItem"},{"name":"Wowdesk","position":8,"description":"WowDesk is a customer service solution that helps small to large enterprises gather clients’ requests from all channels on a unified platform. With specific modules to manage customers, agents, managers, subject matter experts, administrators and external entities, it allows businesses to manage delivery service across various industries.\n\n\nKey features of WowDesk include management of complaints, knowledge base, facilities, cases and ticketing. Its self-service portals allow businesses to communicate with customers and manage relationships across email, chat, phone and social media networks. Additionally, it comes with a customizable platform, which enables agents to collaborate with subject matter experts and administrators to configure and automate structure rules as per business requirements.\n\n\nWowDesk enables businesses to provide controlled access to suppliers, auditors and third-party vendors and streamline operations related to customer servicing. WowDesk can either be deployed on-premise or hosted in the cloud. Support is available via phone, email and Skype.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/511a8aa9-1c97-43f0-a4c3-35f54e5b2676.png","url":"https://www.softwareadvice.com.au/software/75405/wowdesk","@type":"ListItem"},{"name":"Sam.ai","position":9,"description":"SAM is a cloud-based, fully integrated sales and marketing system. The main features of the system include email marketing, social marketing, content marketing, direct marketing, SEO, visibility, marketing intelligence and marketing automation.\n\n\nSAM allows users to manage targeted email campaigns through one centralized service. The marketing platform gives the user the opportunity to target leads according to their status and automate follow-up. Users can engage customers, build the brand and monitor social media marketing efforts from the centralized command center. The SAM marketing platform tracks social engagement analytics and allows users to generate personalized labels and letters that are unique to each business.\n\n\nSAM visualizes social engagement analytics, so an organization knows where they stand into relation to competition. Users can automate social marketing with scheduled posts. The system is suitable for companies in a range of industries including construction, hospitality, legal, property management and software/IT.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/39365985-13dd-4e09-98f6-08cb486f8e0b.png","url":"https://www.softwareadvice.com.au/software/187456/sam","@type":"ListItem"},{"name":"Khoros Care","position":10,"description":"Khoros Care is a social media marketing solution that helps businesses streamline client interactions across various communication channels such as messaging, web chat, social media and peer-to-peer communities. It enables customer service agents to view, engage and resolve clients' queries on a centralized platform.\n\n\nUsing Khoros Care's advanced workflows, enterprises can automatically tag, prioritize and route incoming requests to available executives. Administrators can authenticate the identity of customers and secure confidential information via data encryption. Additionally, it allows managers to generate analytical reports and receive automated notifications regarding staff members via email, desktop or mobile alerts.\n\n\nKhoros Care facilitates integration with various third-party CRM applications such as Zendesk, Microsoft Dynamics, Salesforce and more. Users can create personalized profiles for clients with information such as interests, influence, tags and internal notes. Pricing is available on request and support is extended via phone, email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b2de2fe0-737b-4291-b6d0-f4030a4a93e8.png","url":"https://www.softwareadvice.com.au/software/97973/khoros-care","@type":"ListItem"},{"name":"IncidentMonitor","position":11,"description":"IncidentMonitor is an information technology service management (ITSM) solution to support IT, ITIL and other business processes. It can be deployed on-premise or hosted in the cloud.\n\n\nThe service management framework offers ITIL process templates with an integrated workflow process designer, self-service portal and service catalog forms designer to customize and extend the solution.\n\n\nKey features include ITSM, customer service and support, help desk, service catalog, web self-service, knowledge base, live chat and field service functionality. Performance metrics are available through dashboards, canned reports, report query tool and export features. Reports are available in PDF, HTML, or XLS. The open integration functionalities enable users to broker service requests and engage partners.\n\n\nIncidentMonitor runs on a Windows operating system. Clients can access the solution remotely via mobile applications for iOS and Android devices. Support is available via online service desk, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/11d10ede-52ce-4739-a940-b477ed0d2afe.png","url":"https://www.softwareadvice.com.au/software/27724/incidentmonitor","@type":"ListItem"},{"name":"Nextiva CRM","position":12,"description":"The cloud-based CRM by Nextiva saves businesses time by consolidating all company communications into one platform. Deliver a smooth and seamless customer experience with a unified sales and service CRM.\n\n\nNextiva's CRM does more than storing contact information. Businesses can easily track leads through their sales pipeline, making sure they don't slip through the cracks. Serve customers better with a full-featured help desk that can intelligently route cases to the correct team members.\n\n\nWhat makes Nextiva's CRM attractive for businesses is how it manages all of a company's communications—phone, chat, email and chat—on one platform. No third-party integrations are needed to streamline your workflow, increase sales and deliver outstanding customer service.\n\n\nBehind the scenes, Nextiva has a powerful automation engine that can save time handling repetitive tasks. It can move leads through your pipeline, follow up on customer requests or escalate cases to specific team members.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/86239cf8-27ce-460f-983b-d48675f976f4.png","url":"https://www.softwareadvice.com.au/software/90997/nextivaservicecrm","@type":"ListItem"},{"name":"Helprace","position":13,"description":"Helprace is a cloud-based customer relationship management (CRM) solution that helps businesses manage interactions with existing and potential customers. The solution features a personalized help desk (HD) and user feedback portal.\n\n\nHelprace lets users organize interactions with customers and address customer feedback and questions. The solution provides customers with different reports based on response time, resolution time and customer feedback.\n\n\nIn Helprace, users can create canned responses to common questions and establish case rules. Different filters are available, so users can manage specific customer interactions.\n\n\nHelprace also provides space for customer communities: users can set up forums where customers can ask questions, and other customers can answer them. Users can monitor these conversations. The solution provides integration with applications like Facebook, Webhooks, Google Analytics and WordPress.\n\n\nHelprace is available on a monthly subscription basis that includes support via phone and through an online knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0cba82bf-1fa9-4cca-a2a7-269e6a492e49.png","url":"https://www.softwareadvice.com.au/software/20692/helprace","@type":"ListItem"},{"name":"ServiceTonic","position":14,"description":"ServiceTonic is a Help Desk and ITSM solution for companies of all sizes in industries including IT Services, accounting, advertising, distribution, healthcare, manufacturing, pharmaceuticals and many more. The solution is offered in an on-premise or cloud-based deployment, and is both Mac and PC compatible. With ServiceTonic, you can track a support request through its lifecycle up to completion.\n\n\nCore features of ServiceTonic include business process automation, customer service and support, help desk, web self-service, knowledge management, live chat and field service. Additional features of the system include ticket management, business workflows, SLA management, email integration, reporting, and automated network inventory, among others. ServiceTonic also offers users the ability to integrate with LDAP user directories, corporate databases, and other third-party business software. A personalized dashboard allows users to customize how they view and monitor job progress and tasks, while also managing tickets and calendars.\n\n\n\n\n\nServiceTonic serves users across the globe, and offers multiple pricing plans based on functionality and deployment.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0e7a4725-eda6-4e41-a27e-368c11425e63.png","url":"https://www.softwareadvice.com.au/software/32396/service-tonic","@type":"ListItem"},{"name":"WebsiteAlive","position":15,"description":"WebsiteAlive is a cloud-based live chat solution that allows agents to communicate with their customers through chat. The solution caters to various industries such as government, hospitality, sports, entertainment and real estate.\n\n\nWebsiteAlive offers customizable chat windows with multiple launch options like chat button, pop-ups, shareable chat links and embedded icons. Users can also create specific triggers for URLs, time duration and page visits that get shared with different departments based on the visitor’s action.\n\n\nWebsiteAlive’s email management feature saves customer queries to each agent’s inbox in case they are offline, which allows them to respond to customer’s emails once they are live and available to chat. It also offers reporting and analytics tools that help administrators to analyze chat conversations and monitor agents’ performance on the basis of number of queries taken and hours logged in.\n\n\nThe solution is compatible with both Android and iOS devices. Services are offered on a monthly subscription basis which includes support via knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0432c1ef-59c7-499e-a4c8-e92114c02cd4.png","url":"https://www.softwareadvice.com.au/software/59234/websitealive","@type":"ListItem"},{"name":"Apex Loyalty","position":16,"description":"Apex Loyalty is a loyalty and engagement management software based on the Salesforce platform, which helps businesses connect with partners, distributors and retailers to manage sales. The cloud-based solution enables organizations to define custom sales targets and incentives for customers and run marketing campaigns.\n\n\nFeatures of Apex Loyalty include rewards management, gamification, customer segmentation, a drag-and-drop interface, analytics and more. The application allows employees to capture and store customer contact details in a centralized repository. Additionally, it comes with a reporting module, which lets supervisors generate custom reports and gain insights into customer’s behaviour and market trends.\n\n\nApex Loyalty supports integration with various channel management and customer relationship management (CRM) systems. Pricing is available on request and support is extended via phone, email, documentation and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/77312ac9-7aed-4184-91b4-097822619925.png","url":"https://www.softwareadvice.com.au/software/384478/apex-loyalty","@type":"ListItem"},{"name":"VeriShow","position":17,"description":"VeriShow is a cloud-based customer communication and engagement suite that includes applications for live chat, video chat, VoIP calls and content sharing. It is used by businesses seeking to track their online conversions and monitor sales, and is designed for a range of online businesses looking to manage two-way communication with their customers.\n\n\nVeriShow Sales Enablement Platform assists sales personnel to manage customer interactions and offers document sharing as well as form filling capabilities. VeriShow supports newer engagement technologies based on the HTML5 protocol. One of these is co-browsing, which lets agents assist online customers by browsing the website along with them.\n\n\nVeriShow is sold on a per-agent basis and is deployed as cloud-based software. It runs in standard Internet browsers and is compatible with all major operating systems. Native mobile apps are also available for Android and iOS devices.\n\n\nCustomer support is offered via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/22990b03-1af9-4674-b32f-3549a18fd83d.png","url":"https://www.softwareadvice.com.au/software/17964/verishow","@type":"ListItem"},{"name":"OptifiNow","position":18,"description":"Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, our platform boasts robust LOS integrations, integrated email/SMS marketing, and exclusive White Glove service, offering daily system management, unlimited training, and custom solutions. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success. OptifiNow—the only CRM marrying cutting-edge technology with personalized support—crafting success through understanding, customization, and proactive responsiveness.\n\nUNIQUE VALUE PROPOSITION\n- CRM designed for all types of mortgage channels: retail, consumer direct, wholesale, correspondent\n- Robust LOS integrations\n- Integrated email, SMS, and collateral marketing\n- Every client gets a unique instance of the CRM for unlimited customizations\n- White Glove service includes daily CRM system management, weekly client meetings, unlimited training, data management services, custom software development, custom integrations, quarterly system reviews, best practices\n\nWHY A LENDER SHOULD CARE\n- Reduces the cost and complexity of implementing and maintaining a CRM platform\n- Provides an all-in-one sales and marketing solution that integrates sales, marketing, and operations into a powerful and versatile tool\n- Incredibly flexible solution that can support all types of mortgage lending channels: retail, consumer direct, wholesale, and correspondent.\n- Incredibly flexible solution that can support all types of loan products: forward, reverse, home equity, Non-QM, private lending\n- Experienced and agile vendor that can support virtually any type of integration from any vendor\n- Lenders need a long-term partner like OptifiNow in order to be successful with a CRM platform.\n- Because OptifiNow is the only vendor that invests in their clients to ensure maximum usability, adoption, and value\n\nWHAT MAKES US THE BEST IN THE CRM CATEGORY\n- OptifiNow is the best CRM because of our unique combination of powerful technology and White Glove service.\n- We’re the best because we have extensive experience in the mortgage industry \n- We’re the best because we take the time to understand how our clients operate\n- We’re the best because we customize our CRM to meet the precise needs of our clients.\n- We’re the best because we are experts at integrations and can build a robust tech stack that streamlines a mortgage lender’s sales and marketing process\n- We’re the best because we listen and respond quickly to our client’s requests\n- We’re the best because we proactively help our clients make the best use of our CRM","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/e8bcdd59-6400-47e8-90c8-8dbe85c2fcc6.png","url":"https://www.softwareadvice.com.au/software/21486/optifinow","@type":"ListItem"},{"name":"Interakt","position":19,"description":"Interakt is a cloud-based customer relationship management (CRM) solution that caters to businesses of all sizes across various industries.\n\n\nInterakt helps users capture leads. Existing leads can be imported into the system, divided into segments and nurtured in real-time. Interakt has a customer database where users can track customer sessions and activities. Each customer has a profile where users can track customer progress and group them into segments. Interakt also features email automation, which includes customizable templates and sends automated marketing and transactional emails.\n\n\nA live chat module is included in the solution. Users can engage new customers and provide live support for existing customers. Chat windows are customizable and an offline mode is offered.\n\n\nInterakt offers services on a monthly subscription basis that includes support via FAQs and through an online helpdesk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/139cb7e7-3095-4e19-a2d2-f317c0793937.png","url":"https://www.softwareadvice.com.au/software/22158/interakt","@type":"ListItem"},{"name":"AG-VIP","position":20,"description":"AG-VIP is a Windows-based call center software for inbound and outbound calls, which is available in multiple languages, including English, German and French. Key features include MS-SQL based database, graphic campaign designer, computer telephony integration (CTI), dialer, VoIP softphone, interactive scripting and reporting.\n\n\nThe user interface of AG-VIP can be customized by administrators. It allows staff members to import and export data and schedule background jobs. AG-VIP provides a connector to MS-Office, Outlook, Email via simple mail transfer protocol (SMTP), and integrates with B2B website tracker and lead marketing automation tools.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/26cef102-62fd-497e-8254-187031e9ad54.png","url":"https://www.softwareadvice.com.au/software/110028/ag-vip","@type":"ListItem"},{"name":"Maple CRM","position":21,"description":"Maple CRM Immigration is a specialized CRM solution built for immigration consultants and agencies to manage both sales (lead lifecycle) and operations (case processing) within a single platform.\n\n1. Lead & Sales Management\nThe system captures leads automatically from multiple sources like websites, Facebook, Google Ads, and landing pages, ensuring no inquiry is missed. It supports:\n✅ Lead tracking, scoring, and prequalification\n✅ Automated lead assignment and prioritization\n✅ Follow-ups, reminders, and activity tracking\n✅ Custom dashboards and reports\n\n2. Immigration Process & Case Management\nMaple CRM goes beyond a traditional CRM by handling end-to-end immigration workflows, including:\n✅ Multi-country process management\n✅ Task tracking and workflow automation\n✅ Case file management with timelines and status updates\n✅ Built-in assessment tools and evaluation reports\n✅ RCIC Form generators for easy Canada case filing\n\nThis ensures structured handling of applications and reduces delays caused by manual processes.\n\n3. Document & Agreement Handling\n\nThe platform provides centralized document management with:\n✅ Secure storage and document checklists\n✅ Easy retrieval and organization\n✅ Agreement generation using templates\n✅ Digital e-signatures\n\nThis reduces paperwork errors and speeds up onboarding and compliance.\n\n4. Client Portal & Experience\n\nA built-in client portal allows applicants to:\n\n✅ White-labelling to support Your-Brand\n✅ Track application status\n✅ Upload documents\n✅ View invoices and payment history\n✅ Document E-Signing with two-factor authentication\n\nThis improves transparency and reduces back-and-forth communication over standard communication channels.\n\n5. Billing & Payments\n\nMaple CRM includes financial tracking features such as:\n✅ Invoice and receipt generation\n✅ Payment tracking and instalment management\n✅ Automated reminders for dues\n\nThis ensures better revenue tracking and cash flow management.\n\n6. Mobility & Accessibility\n\nWith a mobile app, users can:\n\nManage leads and communications on the go\n✅ Receive instant notifications\n✅ Track activities and follow-ups\n✅ This supports field teams and improves response time.\n✅ Instant WhatsApp communication with the help of templates\n✅ Speech-to-text for easier client updates\n✅ Instant calling and call logging\n\n7. Positioning & Value\n\nMaple CRM is positioned as:\n\n✅ A CRM + ERP-like solution for immigration businesses\n✅ Designed for small, medium and large immigration firms with presence in multiple locations/countries\n✅ Focused on ease of use, automation, and productivity\n\nIts goal is to help agencies streamline operations, minimize manual work, and increase profitability.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a89fadb-c000-4b8a-b13c-fc66aaf05af5.png","url":"https://www.softwareadvice.com.au/software/30025/maple-crm","@type":"ListItem"},{"name":"Aavaz","position":22,"description":"Aavaz is a call center software offers that offers an inbound, outbound and blended call center platform designed to be scalable. It includes a variety of functionality tailored to the individual requirements of marketing, sales, and customer support departments.\n\n\nAavaz is a cloud-based system that does not require on-site telephony infrastructure. It makes use of the business’s existing Internet connections and comes with an app for android mobile phones that allows remote employees to connect to the system regardless of their location.\n\n\nThe Aavaz system offers sophisticated dialer, PBX, IVR, voicemail and other standard call center functionality. It also includes functions to assist with agent training and performance reviews, such as Whisper, Barge and Listen-in. The software allows users to build their own scheduling system based on staff availability and weekly shift requirements.\n\n\nAavaz is suitable for businesses requiring only a few extensions but also scales up to include hundreds of users.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/98329723-2408-4bf1-b77e-2c344fe8c34a.png","url":"https://www.softwareadvice.com.au/software/14272/aavaz","@type":"ListItem"},{"name":"IFS assyst","position":23,"description":"assyst by Axios Systems is an IT services management solution that offers service management, service catalog, self-service, asset management and collaboration within a suite. Its interface makes use of drag-and-drop tools and allows users to design interface and functions for their processes.\n\n\nassyst provides end users with a customized catalog of frequently requested services, which allows users to manage request services and ticketing process. assyst also provides a self-service portal for customers to handle requests on their own.\n\n\nassyst features IT governance, which allows users to implement ITIL and COBIT practices, manage IT service portfolio and prepare performance reports for IT function. The product also features multi-channel collaboration, which allows teams to communicate via chat, email, mobile, social and web options.\n\n\nassyst is available as Software-as-a-Service (SaaS) or as an on-premise installation. It offers solutions tailored for multiple industries, such as health care, manufacturing and the public sector.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1a94b592-391d-46ba-8c63-e6989ece4f86.jpeg","url":"https://www.softwareadvice.com.au/software/6416/axios-systems-assyst","@type":"ListItem"},{"name":"HelloLeads","position":24,"description":"Why HelloLeads CRM?\n\n“ There are no simple, streamlined apps for tracking leads and clients in one spot. Most of them are overly complicated CRMs.\nThis is what is attracting me to HelloLeads CRM: Simplicity” said a user from Canada. In addition to being easy to learn and easy to use, HelloLeads CRM offers great business benefits that helps in accelerating sales conversions for your business. What’s more is, it is fairly priced and has a kind ‘real-person’ customer support.\n\nTop 3 reasons why businesses choose HelloLeads CRM (1)  Bring all leads in one place  (2) Rapid lead response and (3) Fail-safe follow ups\n\nKey benefits for your business\n\nLeads data from Websites, Facebook Ads, Excel sheets Telephone leads, Field Sales, Tradeshows and 3rd party lead gen platforms – bring them all to one place using HelloLeads CRM.\n\nConnect with your leads instantly using  automated emails and texts/SMS. Engage using WhatsApp, phone calls, text & emails–all from your favourite app HelloLeads CRM\n\nNo more missed leads or missed follow ups. Do regular, rigorous and recursive follow-ups with your leads and prospects using HelloLeads CRM and its reminder alarms.\n\nFeatures that generate more customers\n\n•\tFacebook lead ad integration\n•\tWhatsApp lead integrations\n•\tImport data from Excel and spreadsheets\n•\tCall CRM and phone integration\n•\tWebsite lead form integrations \n\nFeatures that save your time\n\n•\tAuto assign leads to your team members\n•\tAuto respond to leads in seconds\n•\tCreate no-code instant landing pages for your products and services\n•\tCheck-in and check-out when you make visits to your customers\n•\tFind leads near you during filed visits\n•\tReview your team’s performance\n•\tConnect with 100s other applications using Zapier or Pabbly \n•\tSend instant quotes and invoices\n•\tCheck the website for other interesting productivity features\nWho can use HelloLeads CRM\n\n•\tStartups, small businesses, mid-size enterprises\n•\tSales heads, marketing professionals, entrepreneurs, business owners\n•\tIndustries that use HelloLeads CRM : Real Estate | Business Services | Finance and Insurance | Consultancy | Education & Training| Manufacturing | Software & IT |  Trading\nHelloLeads CRM Pricing\n\nHelloLeads CRM comes with plans that suits your specific needs. HelloLeads is fairly priced and give you value for the money you spend. The pricing starts from USD 5-10 per user. To learn more about the plans and exact pricing for each plan visit HelloLeads CRM website. \n\nCustomers, Customer Testimonials and Customer Stories\n\nTo read customer testimonials and customer success stories visit ‘our customers’  section in the website. (Customer Testimonials for HelloLeads CRM)","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/501c3fac-66bc-40c6-8b68-a84e1715099c.png","url":"https://www.softwareadvice.com.au/software/62589/helloleads","@type":"ListItem"},{"name":"Lucrativ","position":25,"description":"Lucrativ is a multichannel customer relationship management platform suitable for businesses of all sizes. It offers pipeline management, gamification tools, an integrated dialer, SMS campaign management, workflow management, lead management and more. The solution can be accessed on desktop and mobile devices. \n\n\nUsers can automate daily tasks and create custom-built business processes using Lucrativ's visual workflow design tool. Communication can be routed to specific members of a sales team based on their availability or skillset. Leads can be automatically segmented based on the likelihood of a lead to convert. Sales teams can also use the mobile AI module to set meetings, respond to incoming messages, schedule calls and more with voice commands.\n\n\nManagers can set up competitions between sales team members and employees can view configurable leaderboards to see their team's performance in real time. Custom-built reports can be generated for historical data or viewed in real time for metrics like sales performance, pipeline health and more. \n\n\nSupport is offered over the phone or through an online reference library.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/28fc58c6-f5ab-42d7-a89e-aac9a71718a8.png","url":"https://www.softwareadvice.com.au/software/77439/lucrativ","@type":"ListItem"}],"numberOfItems":25}
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