5 best CRMs for landscaping businesses in 2025

Landscaping companies juggle seasonal crews, multiple job sites, and weather-dependent schedules — all while trying to track customer communications, quotes, and service histories. That’s a tough job, and without the right software to stay organized, you may miss opportunities and lose revenue. You need a flexible CRM that matches your daily reality.

A CRM built for landscaping solves these pain points by keeping customer information, job details, and crew schedules in one place. You can organize leads, send appointment reminders, and track invoices fast. Then, you can spend more time doing what you love.

This guide shares five CRMs with features specific to the landscaping industry. You’ll see a detailed comparison table, feature breakdowns for each platform, and a how-to guide for choosing the right CRM. Plus, we'll explore why HubSpot stands out as the top choice for landscaping companies looking to scale.

Let’s dive in.

Table of Contents

• What is a CRM for landscaping?
• CRM Comparison Table
• Best CRM Software for Landscaping Businesses
• Benefits of CRM Software for Landscaping
• 6 Important Features for a Landscaping CRM
• How to Choose a CRM for Landscaping
• Frequently Asked Questions
• Meet HubSpot, the Top CRM Choice for Landscaping Companies

What is a CRM for landscaping?

For landscaping companies, CRM organizes all customer information in one place, automates appointment reminders and seasonal service offers, and ensures no leads fall through the cracks during busy periods. This streamlined approach helps landscaping businesses maintain year-round customer relationships, improve job scheduling efficiency, and grow without drowning in paperwork.

HubSpot supports these industry-specific needs with customizable pipelines that handle everything from initial estimates to seasonal service renewals, making it perfect for landscaping workflows.

Best CRMs for Landscaping at a Glance

CRM	Best For	Key Features	Pricing	Average G2 Rating
HubSpot	All-size companies seeking comprehensive growth tools with HubSpot's proven ability to scale with landscaping businesses	Free CRM with unlimited contacts, AI-powered lead scoring, native email marketing integration	HubSpot’s CRM is always free and includes free tiers for all six Hubs. Paid plans for its core products start at $15/seat/month.	4.4/5
Arborgold	Tree service and landscape companies needing industry-specific features	Landscape design integration, equipment tracking	Starts at $129/month	4.3/5
LMN	Construction-focused landscaping with detailed budgeting	Budgeting tools, time tracking	Starts at $297/month	3.7/5
Aspire	Enterprise landscaping companies ($1M+ revenue)	Cost prediction tools, equipment management, custom reporting	Custom pricing	Not available
SingleOps	Small to mid-size green industry businesses	Route optimization, mobile work orders	Starts at $200/month	3/5

Best CRM Software for Landscaping Businesses

Choosing the right CRM can make or break your landscaping business efficiency. Here are the top five platforms that understand green industry workflows.

1. HubSpot

Source

Best for: Landscaping companies of all sizes looking for comprehensive growth tools with proven scalability

Key HubSpot Features

• Lead management: HubSpot automatically captures leads from your website and social media, then nurtures them with targeted email sequences. This matters because landscaping is seasonal, and staying top-of-mind during slow months keeps your pipeline full year-round.
• Pipeline customization: HubSpot lets you build custom deal stages that match your workflow, from “Estimate Requested” to “Job Complete” to “Annual Contract Renewal.” This keeps every team member aligned on where each project stands.
• Marketing Automation: HubSpot automatically sends follow-up emails, appointment reminders, and seasonal service offers. For landscaping companies, this means no more manually tracking which customers need spring cleanup reminders or fall leaf removal scheduling.

HubSpot Pricing

• HubSpot offers free CRM access permanently and no-cost versions of its six hubs (marketing, sales, service, content, operations, and commerce). Every hub provides four pricing tiers: free, Starter, Professional, and Enterprise.
• Subscription costs begin at $15 per user monthly and scale up to $3,600 monthly for the Marketing Hub Enterprise package (which incorporates five essential user licenses). The Commerce Hub functions as a transaction processor available at no upfront cost but applies per-transaction charges.
• HubSpot's total investment varies based on your needs. Use this HubSpot pricing calculator to see your custom price.

2. Arborgold

Source

Best for: Tree service and landscape companies needing specialized green industry features

Key Arborgold Features

• Integrated design tools: Arborgold includes comprehensive landscape design software that enables you to create visual proposals that capture client attention. This built-in design capability allows you to build professional presentations.
• Equipment management: Comprehensively track maintenance schedules, repair costs, fuel consumption, and depreciation for your landscaping equipment from one centralized dashboard. This approach helps you budget for replacement costs.
• Voice broadcasting: Deploy automated voice message campaigns to communicate with customers about appointment confirmations and changes. You can alert all affected customers about rain delays or urgent weather warnings.

Arborgold Pricing

Arborgold CRM pricing plans are as follows:

• Starter: $129 per month
• Professional $200 per month
• Enterprise $499 per month

3. LMN (Landscape Management Network)

Best for: Construction-focused landscaping businesses that need detailed budgeting and job estimates

Key LMN Features

• Budgeting software: LMN's budgeting system leverages cost data from completed landscaping projects to help you create accurate project estimates. That helps you stay within your budget.
• Time tracking: LMN's Crew tracking app allows field crews to accurately log work hours directly to specific jobs. Crew members can also clock in and out for different project phases.
• Training platform: LMN includes Greenius, a professional development platform designed for green industry education. Greenius offers training modules tailored to landscaping operations.

LMN Pricing

LMN CRM pricing plans are as follows:

• Starter, which includes one crew lead and five crew member licenses: $297 per month
• Professional, which includes three crew lead and 15 crew member licenses: $598 per month
• Enterprise plans, which start with 15 crew lead and 35 crew member licenses, vary by price. Book a demo to learn more.

4. Aspire

Source

Best for: Large landscaping companies with over $1 million in annual revenue requiring enterprise-grade features

Key Aspire Features

• Mobile cost tracking: Track labor, materials, and equipment costs from the field with Aspire’s mobile app. This immediate cost tracking helps you identify budget overruns before they become major problems.
• Advanced reporting: Aspire provides detailed profitability reports by service type, location, and crew performance with customizable dashboards.
• Equipment tracking: Monitor equipment location, usage, and maintenance schedules across job sites. This feature uses GPS technology to provide real-time fleet visibility.

Aspire Pricing

Custom enterprise pricing is based on company size and features. To get a quote, you need to book a demo.

5. SingleOps

Source

Best for: Small to mid-size green industry businesses seeking an all-in-one solution

Key SingleOps Features

• Route optimization: SingleOps plans efficient routes for your crews by analyzing job locations, crew schedules, and traffic patterns. Real-time adjustments account for delays, emergency service calls, or job completion changes.
• Digital work orders: Crews can access job details, customer notes, and service instructions from mobile devices. They can also capture photos and update job status from the field.
• Payment processing: You can accept credit card, debit card, and ACH payments through the mobile app, eliminating the need for separate payment terminals.

SingleOps Pricing

SingleOps pricing plans are as follows:

• Essential: $200 per month
• Plus: $350 per month
• Premier: $500 per month

Benefits of CRM Software for Landscaping

Using CRM software specifically designed for landscaping addresses the unique pain points that keep you up at night. Here are the key benefits.

Streamlined Job Scheduling

Streamlined job scheduling eliminates the chaos of managing multiple crews across different job sites. Instead of juggling paper schedules and phone calls, landscaping CRMs centralize all appointments in one dashboard.

HubSpot's calendar integration automatically syncs with popular scheduling tools, sending reminders to both crews and customers while preventing double-booking disasters.

Automated Customer Communication

Automated customer communication keeps clients informed without constant manual effort. When weather delays a job or crews finish early, automated notifications go out instantly.

You can also keep track of customers no matter the season. HubSpot's email automation sends seasonal service reminders, maintenance tips, and follow-up surveys that keep customers engaged year-round.

Accurate Job Costing and Invoicing

Cost forecasting features prevent the profit-killing mistakes and make sure your estimates are accurate for projects. Landscaping CRMs track labor hours, material costs, and equipment usage in real-time, then generate invoices automatically. HubSpot's reporting dashboard shows which services are most profitable, helping you price competitively while protecting margins.

Lead Management and Follow-Up

Lead management ensures no potential customer falls through the cracks during busy season. Landscaping work is often referral-based, but tracking these leads manually leads to missed opportunities. HubSpot captures leads from multiple sources — website forms, social media, referrals — and nurtures them with targeted email sequences until they're ready to buy.

6 Important Features for a Landscaping CRM

When evaluating CRM software for your landscaping business, these features separate industry-specific solutions from generic business tools.

1. Mobile Access and Offline Capability

Your crews need access to customer information, job details, and update capabilities even in areas with poor cellular coverage. HubSpot's mobile app works offline and syncs automatically when connectivity returns, ensuring field teams stay productive regardless of location.

2. Customizable Pipeline Management

Landscaping sales cycles vary dramatically between maintenance contracts and major installation projects. HubSpot allows unlimited pipeline customization, letting you track everything from quick lawn service quotes to multi-phase commercial projects with different stages and requirements.

3. Integrated Quoting and Estimation Tools

Accurate estimates win more jobs and protect profit margins. HubSpot's document creation tools integrate with your CRM data to generate professional quotes that automatically populate customer information and service history.

4. Equipment and Crew Scheduling

Coordinating the right equipment and skilled crew members for each job prevents costly mistakes and delays. HubSpot's task management features integrate with popular scheduling tools to optimize resource allocation across multiple job sites.

5. Automated Marketing and Follow-Up

Landscaping is a relationship business where seasonal timing matters. HubSpot's marketing automation sends targeted campaigns for spring cleanup, fall leaf removal, and holiday lighting based on customer preferences and service history.

6. Financial Integration and Reporting

Understanding job profitability and cash flow is crucial for landscaping business success. HubSpot integrates seamlessly with QuickBooks, Xero, and other accounting platforms while providing built-in reporting dashboards that track key performance indicators.

How to Choose a CRM for Landscaping

Selecting the right CRM for your landscaping business requires evaluating your specific needs against available features. Follow these steps to make an informed decision.

Step 1: Assess your current business size and growth plans.

Determine how many customers you currently serve and your projected growth over the next two to three years. Small landscaping companies (under 500 customers) have different needs than enterprises managing thousands of properties.

Pro tip: HubSpot scales from startup landscaping companies to enterprise operations without platform changes.

Step 2: Identify your most critical pain points.

List the biggest operational challenges currently slowing down your business. Common issues include missed follow-ups, inaccurate job costing, poor crew coordination, or seasonal cash flow problems. You’ll want to make sure your CRM addresses your largest pain points.

Pro tip: HubSpot automates customer communication workflows that eliminate 90% of manual follow-up tasks.

Step 3: Evaluate integration requirements.

Your CRM must work seamlessly with existing tools like accounting software, scheduling apps, and payment processors. Switching platforms is expensive and disruptive. You’ll want to make sure the financial infrastructure you already have is compatible with your new CRM.

Pro tip: HubSpot integrates with over 1,000 business applications, including QuickBooks, Stripe, and popular field service tools.

Step 4: Consider mobile and field access needs.

Landscaping crews need real-time access to customer information, job details, and update capabilities while working off-site. Poor mobile functionality kills adoption rates.

Pro tip: HubSpot provides industry-leading mobile apps that work offline and sync automatically when connectivity returns.

Step 5: Choose a flexible platform — like HubSpot.

Your landscaping business will evolve, and your CRM needs to grow with you. Choose a platform that adapts to changing requirements, rather than forcing you into rigid workflows.  HubSpot makes this possible through its modular approach and extensive customization options. 

The platform's adaptability shines in real-world applications. Commercial landscaping companies, KD Landscape, used HubSpot's custom reporting dashboards to track performance across different service divisions, compare proposed versus actual sales, and analyze why deals were lost. This level of insight helped make data-driven decisions about pricing, crew allocation, and market expansion strategies.

Pro tip: HubSpot enhances data visibility for landscaping companies, enabling instant access to client information and performance forecasts that improve strategic decision-making.

Frequently Asked Questions

What is the best CRM for landscaping?

HubSpot offers the best combination of landscaping-specific features, scalability, and value. Its free CRM includes unlimited contacts and basic automation, while paid plans add advanced marketing tools and reporting. HubSpot's pipeline customization handles everything from maintenance contracts to complex installation projects seamlessly.

What features should I look for in a CRM for landscaping?

Essential features include mobile access, customizable pipelines, automated communication, scheduling integration, and financial reporting. HubSpot provides all these features, plus marketing automation that helps landscaping businesses maintain customer relationships during off-seasons and grow through referrals.

Is HubSpot good for landscaping?

Yes, HubSpot excels for landscaping businesses. It combines powerful CRM functionality with marketing tools essential for seasonal businesses. HubSpot's automation capabilities handle appointment reminders, seasonal service offers, and follow-up sequences that keep landscaping companies profitable year-round.

How much does a CRM for landscaping cost?

Landscaping CRM pricing ranges from free (HubSpot's basic plan) to $500+ monthly for enterprise solutions. Most small to mid-size landscaping companies find good value in the $50-200 monthly range. HubSpot's flexible pricing lets you start free and scale up as your business grows without switching platforms.

Can landscaping CRMs integrate with QuickBooks?

Most quality landscaping CRMs integrate with QuickBooks and other accounting software to streamline invoicing and financial reporting. HubSpot's native QuickBooks integration automatically syncs customer data, invoices, and payment information to eliminate duplicate data entry.

Meet HubSpot, the Top CRM Choice for Landscaping Companies

HubSpot stands out as the premier CRM solution for landscaping businesses because it understands the unique challenges of seasonal service companies. The platform excels in three critical areas for green industry success:

• Seasonal marketing automation: HubSpot automatically sends timely service reminders, seasonal maintenance tips, and renewal notices that keep customers engaged year-round.
• Scalable pipeline management: Whether you‘re tracking quick lawn service quotes or multi-phase commercial installations, HubSpot’s customizable pipelines adapt to your workflow without forcing you to change how you do business.
• Integrated growth tools: Beyond basic CRM functionality, HubSpot provides website building, social media management, and content creation tools that help landscaping companies attract new customers and build their brand authority online.

Real-world results prove HubSpot's effectiveness for landscaping companies. HubSpot increases customer retention rates through automated follow-up sequences. Our CRM also reduces manual administrative tasks while improving customer communication quality.

Ready to see how HubSpot can work for your landscaping business? Get started with HubSpot today.

from Marketing https://blog.hubspot.com/marketing/best-crm-for-landscaping

Landscaping companies juggle seasonal crews, multiple job sites, and weather-dependent schedules — all while trying to track customer communications, quotes, and service histories. That’s a tough job, and without the right software to stay organized, you may miss opportunities and lose revenue. You need a flexible CRM that matches your daily reality.

A CRM built for landscaping solves these pain points by keeping customer information, job details, and crew schedules in one place. You can organize leads, send appointment reminders, and track invoices fast. Then, you can spend more time doing what you love.

This guide shares five CRMs with features specific to the landscaping industry. You’ll see a detailed comparison table, feature breakdowns for each platform, and a how-to guide for choosing the right CRM. Plus, we'll explore why HubSpot stands out as the top choice for landscaping companies looking to scale.

Let’s dive in.

Table of Contents

• What is a CRM for landscaping?
• CRM Comparison Table
• Best CRM Software for Landscaping Businesses
• Benefits of CRM Software for Landscaping
• 6 Important Features for a Landscaping CRM
• How to Choose a CRM for Landscaping
• Frequently Asked Questions
• Meet HubSpot, the Top CRM Choice for Landscaping Companies

What is a CRM for landscaping?

For landscaping companies, CRM organizes all customer information in one place, automates appointment reminders and seasonal service offers, and ensures no leads fall through the cracks during busy periods. This streamlined approach helps landscaping businesses maintain year-round customer relationships, improve job scheduling efficiency, and grow without drowning in paperwork.

HubSpot supports these industry-specific needs with customizable pipelines that handle everything from initial estimates to seasonal service renewals, making it perfect for landscaping workflows.

Best CRMs for Landscaping at a Glance

CRM	Best For	Key Features	Pricing	Average G2 Rating
HubSpot	All-size companies seeking comprehensive growth tools with HubSpot's proven ability to scale with landscaping businesses	Free CRM with unlimited contacts, AI-powered lead scoring, native email marketing integration	HubSpot’s CRM is always free and includes free tiers for all six Hubs. Paid plans for its core products start at $15/seat/month.	4.4/5
Arborgold	Tree service and landscape companies needing industry-specific features	Landscape design integration, equipment tracking	Starts at $129/month	4.3/5
LMN	Construction-focused landscaping with detailed budgeting	Budgeting tools, time tracking	Starts at $297/month	3.7/5
Aspire	Enterprise landscaping companies ($1M+ revenue)	Cost prediction tools, equipment management, custom reporting	Custom pricing	Not available
SingleOps	Small to mid-size green industry businesses	Route optimization, mobile work orders	Starts at $200/month	3/5

Best CRM Software for Landscaping Businesses

Choosing the right CRM can make or break your landscaping business efficiency. Here are the top five platforms that understand green industry workflows.

1. HubSpot

Source

Best for: Landscaping companies of all sizes looking for comprehensive growth tools with proven scalability

Key HubSpot Features

• Lead management: HubSpot automatically captures leads from your website and social media, then nurtures them with targeted email sequences. This matters because landscaping is seasonal, and staying top-of-mind during slow months keeps your pipeline full year-round.
• Pipeline customization: HubSpot lets you build custom deal stages that match your workflow, from “Estimate Requested” to “Job Complete” to “Annual Contract Renewal.” This keeps every team member aligned on where each project stands.
• Marketing Automation: HubSpot automatically sends follow-up emails, appointment reminders, and seasonal service offers. For landscaping companies, this means no more manually tracking which customers need spring cleanup reminders or fall leaf removal scheduling.

HubSpot Pricing

• HubSpot offers free CRM access permanently and no-cost versions of its six hubs (marketing, sales, service, content, operations, and commerce). Every hub provides four pricing tiers: free, Starter, Professional, and Enterprise.
• Subscription costs begin at $15 per user monthly and scale up to $3,600 monthly for the Marketing Hub Enterprise package (which incorporates five essential user licenses). The Commerce Hub functions as a transaction processor available at no upfront cost but applies per-transaction charges.
• HubSpot's total investment varies based on your needs. Use this HubSpot pricing calculator to see your custom price.

2. Arborgold

Source

Best for: Tree service and landscape companies needing specialized green industry features

Key Arborgold Features

• Integrated design tools: Arborgold includes comprehensive landscape design software that enables you to create visual proposals that capture client attention. This built-in design capability allows you to build professional presentations.
• Equipment management: Comprehensively track maintenance schedules, repair costs, fuel consumption, and depreciation for your landscaping equipment from one centralized dashboard. This approach helps you budget for replacement costs.
• Voice broadcasting: Deploy automated voice message campaigns to communicate with customers about appointment confirmations and changes. You can alert all affected customers about rain delays or urgent weather warnings.

Arborgold Pricing

Arborgold CRM pricing plans are as follows:

• Starter: $129 per month
• Professional $200 per month
• Enterprise $499 per month

3. LMN (Landscape Management Network)

Best for: Construction-focused landscaping businesses that need detailed budgeting and job estimates

Key LMN Features

• Budgeting software: LMN's budgeting system leverages cost data from completed landscaping projects to help you create accurate project estimates. That helps you stay within your budget.
• Time tracking: LMN's Crew tracking app allows field crews to accurately log work hours directly to specific jobs. Crew members can also clock in and out for different project phases.
• Training platform: LMN includes Greenius, a professional development platform designed for green industry education. Greenius offers training modules tailored to landscaping operations.

LMN Pricing

LMN CRM pricing plans are as follows:

• Starter, which includes one crew lead and five crew member licenses: $297 per month
• Professional, which includes three crew lead and 15 crew member licenses: $598 per month
• Enterprise plans, which start with 15 crew lead and 35 crew member licenses, vary by price. Book a demo to learn more.

4. Aspire

Source

Best for: Large landscaping companies with over $1 million in annual revenue requiring enterprise-grade features

Key Aspire Features

• Mobile cost tracking: Track labor, materials, and equipment costs from the field with Aspire’s mobile app. This immediate cost tracking helps you identify budget overruns before they become major problems.
• Advanced reporting: Aspire provides detailed profitability reports by service type, location, and crew performance with customizable dashboards.
• Equipment tracking: Monitor equipment location, usage, and maintenance schedules across job sites. This feature uses GPS technology to provide real-time fleet visibility.

Aspire Pricing

Custom enterprise pricing is based on company size and features. To get a quote, you need to book a demo.

5. SingleOps

Source

Best for: Small to mid-size green industry businesses seeking an all-in-one solution

Key SingleOps Features

• Route optimization: SingleOps plans efficient routes for your crews by analyzing job locations, crew schedules, and traffic patterns. Real-time adjustments account for delays, emergency service calls, or job completion changes.
• Digital work orders: Crews can access job details, customer notes, and service instructions from mobile devices. They can also capture photos and update job status from the field.
• Payment processing: You can accept credit card, debit card, and ACH payments through the mobile app, eliminating the need for separate payment terminals.

SingleOps Pricing

SingleOps pricing plans are as follows:

• Essential: $200 per month
• Plus: $350 per month
• Premier: $500 per month

Benefits of CRM Software for Landscaping

Using CRM software specifically designed for landscaping addresses the unique pain points that keep you up at night. Here are the key benefits.

Streamlined Job Scheduling

Streamlined job scheduling eliminates the chaos of managing multiple crews across different job sites. Instead of juggling paper schedules and phone calls, landscaping CRMs centralize all appointments in one dashboard.

HubSpot's calendar integration automatically syncs with popular scheduling tools, sending reminders to both crews and customers while preventing double-booking disasters.

Automated Customer Communication

Automated customer communication keeps clients informed without constant manual effort. When weather delays a job or crews finish early, automated notifications go out instantly.

You can also keep track of customers no matter the season. HubSpot's email automation sends seasonal service reminders, maintenance tips, and follow-up surveys that keep customers engaged year-round.

Accurate Job Costing and Invoicing

Cost forecasting features prevent the profit-killing mistakes and make sure your estimates are accurate for projects. Landscaping CRMs track labor hours, material costs, and equipment usage in real-time, then generate invoices automatically. HubSpot's reporting dashboard shows which services are most profitable, helping you price competitively while protecting margins.

Lead Management and Follow-Up

Lead management ensures no potential customer falls through the cracks during busy season. Landscaping work is often referral-based, but tracking these leads manually leads to missed opportunities. HubSpot captures leads from multiple sources — website forms, social media, referrals — and nurtures them with targeted email sequences until they're ready to buy.

6 Important Features for a Landscaping CRM

When evaluating CRM software for your landscaping business, these features separate industry-specific solutions from generic business tools.

1. Mobile Access and Offline Capability

Your crews need access to customer information, job details, and update capabilities even in areas with poor cellular coverage. HubSpot's mobile app works offline and syncs automatically when connectivity returns, ensuring field teams stay productive regardless of location.

2. Customizable Pipeline Management

Landscaping sales cycles vary dramatically between maintenance contracts and major installation projects. HubSpot allows unlimited pipeline customization, letting you track everything from quick lawn service quotes to multi-phase commercial projects with different stages and requirements.

3. Integrated Quoting and Estimation Tools

Accurate estimates win more jobs and protect profit margins. HubSpot's document creation tools integrate with your CRM data to generate professional quotes that automatically populate customer information and service history.

4. Equipment and Crew Scheduling

Coordinating the right equipment and skilled crew members for each job prevents costly mistakes and delays. HubSpot's task management features integrate with popular scheduling tools to optimize resource allocation across multiple job sites.

5. Automated Marketing and Follow-Up

Landscaping is a relationship business where seasonal timing matters. HubSpot's marketing automation sends targeted campaigns for spring cleanup, fall leaf removal, and holiday lighting based on customer preferences and service history.

6. Financial Integration and Reporting

Understanding job profitability and cash flow is crucial for landscaping business success. HubSpot integrates seamlessly with QuickBooks, Xero, and other accounting platforms while providing built-in reporting dashboards that track key performance indicators.

How to Choose a CRM for Landscaping

Selecting the right CRM for your landscaping business requires evaluating your specific needs against available features. Follow these steps to make an informed decision.

Step 1: Assess your current business size and growth plans.

Determine how many customers you currently serve and your projected growth over the next two to three years. Small landscaping companies (under 500 customers) have different needs than enterprises managing thousands of properties.

Pro tip: HubSpot scales from startup landscaping companies to enterprise operations without platform changes.

Step 2: Identify your most critical pain points.

List the biggest operational challenges currently slowing down your business. Common issues include missed follow-ups, inaccurate job costing, poor crew coordination, or seasonal cash flow problems. You’ll want to make sure your CRM addresses your largest pain points.

Pro tip: HubSpot automates customer communication workflows that eliminate 90% of manual follow-up tasks.

Step 3: Evaluate integration requirements.

Your CRM must work seamlessly with existing tools like accounting software, scheduling apps, and payment processors. Switching platforms is expensive and disruptive. You’ll want to make sure the financial infrastructure you already have is compatible with your new CRM.

Pro tip: HubSpot integrates with over 1,000 business applications, including QuickBooks, Stripe, and popular field service tools.

Step 4: Consider mobile and field access needs.

Landscaping crews need real-time access to customer information, job details, and update capabilities while working off-site. Poor mobile functionality kills adoption rates.

Pro tip: HubSpot provides industry-leading mobile apps that work offline and sync automatically when connectivity returns.

Step 5: Choose a flexible platform — like HubSpot.

Your landscaping business will evolve, and your CRM needs to grow with you. Choose a platform that adapts to changing requirements, rather than forcing you into rigid workflows.  HubSpot makes this possible through its modular approach and extensive customization options. 

The platform's adaptability shines in real-world applications. Commercial landscaping companies, KD Landscape, used HubSpot's custom reporting dashboards to track performance across different service divisions, compare proposed versus actual sales, and analyze why deals were lost. This level of insight helped make data-driven decisions about pricing, crew allocation, and market expansion strategies.

Pro tip: HubSpot enhances data visibility for landscaping companies, enabling instant access to client information and performance forecasts that improve strategic decision-making.

Frequently Asked Questions

What is the best CRM for landscaping?

HubSpot offers the best combination of landscaping-specific features, scalability, and value. Its free CRM includes unlimited contacts and basic automation, while paid plans add advanced marketing tools and reporting. HubSpot's pipeline customization handles everything from maintenance contracts to complex installation projects seamlessly.

What features should I look for in a CRM for landscaping?

Essential features include mobile access, customizable pipelines, automated communication, scheduling integration, and financial reporting. HubSpot provides all these features, plus marketing automation that helps landscaping businesses maintain customer relationships during off-seasons and grow through referrals.

Is HubSpot good for landscaping?

Yes, HubSpot excels for landscaping businesses. It combines powerful CRM functionality with marketing tools essential for seasonal businesses. HubSpot's automation capabilities handle appointment reminders, seasonal service offers, and follow-up sequences that keep landscaping companies profitable year-round.

How much does a CRM for landscaping cost?

Landscaping CRM pricing ranges from free (HubSpot's basic plan) to $500+ monthly for enterprise solutions. Most small to mid-size landscaping companies find good value in the $50-200 monthly range. HubSpot's flexible pricing lets you start free and scale up as your business grows without switching platforms.

Can landscaping CRMs integrate with QuickBooks?

Most quality landscaping CRMs integrate with QuickBooks and other accounting software to streamline invoicing and financial reporting. HubSpot's native QuickBooks integration automatically syncs customer data, invoices, and payment information to eliminate duplicate data entry.

Meet HubSpot, the Top CRM Choice for Landscaping Companies

HubSpot stands out as the premier CRM solution for landscaping businesses because it understands the unique challenges of seasonal service companies. The platform excels in three critical areas for green industry success:

• Seasonal marketing automation: HubSpot automatically sends timely service reminders, seasonal maintenance tips, and renewal notices that keep customers engaged year-round.
• Scalable pipeline management: Whether you‘re tracking quick lawn service quotes or multi-phase commercial installations, HubSpot’s customizable pipelines adapt to your workflow without forcing you to change how you do business.
• Integrated growth tools: Beyond basic CRM functionality, HubSpot provides website building, social media management, and content creation tools that help landscaping companies attract new customers and build their brand authority online.

Real-world results prove HubSpot's effectiveness for landscaping companies. HubSpot increases customer retention rates through automated follow-up sequences. Our CRM also reduces manual administrative tasks while improving customer communication quality.

Ready to see how HubSpot can work for your landscaping business? Get started with HubSpot today.

via Perfecte news Non connection

5 best CRMs for mortgage businesses in 2025

As a mortgage professional, your livelihood depends on leads — how well you generate, capture, manage, and nurture them. And at some point, those spreadsheets just don’t cut it anymore. A CRM can help you with almost all of those aspects (depending on the CRM), which is why choosing the best mortgage CRM is crucial.

To help you decide, we’ve done the research, assisted by ChatGPT and Claude, and put together this best mortgage CRM guide. This article was fact-checked and revised by a HubSpot staff writer before publication.

A CRM like HubSpot, for example, has advanced marketing tools built in, so you can generate leads through landing pages and targeted campaigns. Accord Mortgages generated 25,000 leads after using HubSpot to create valuable content and a more personalized customer journey. Read on for detailed info on the best mortgage CRMs.

Table of Contents

• What is a mortgage CRM?
• CRM Comparison Table
• Best CRM Software for Mortgage Businesses
• Benefits of CRM Software for Mortgage
• 4 Important Features for a Mortgage CRM
• How to Choose a CRM for Mortgage (Step-by-Step)
• Frequently Asked Questions
• Meet HubSpot, the Top CRM Choice for Mortgage Companies

What is a mortgage CRM?

A mortgage CRM pulls relevant customer data from disparate sources, such as your POS and LOS (though this may take some configuring, depending on your CRM), and creates a unified customer profile so you can see prior interactions and customer preferences.

It can also help you with pipeline management, lead scoring, marketing campaigns, and automating tedious tasks. For example, HubSpot Smart CRM is automatically integrated with sales and marketing tools so you can use your customer data to power personalized campaigns.

Best Mortgage CRMs at a Glance

CRM	Best For	Key Features	Pricing	Free Trial Available
HubSpot	Lenders who want a CRM with powerful marketing tools for lead gen	• Referral tracking and ROI analysis • Lead generation with powerful marketing tools • Breeze AI assistant	Free CRM; Paid plans from $15/seat/month to $3,600/month.	Yes (Free forever CRM)
Candid	Loan officers looking for a sales and marketing CRM built just for LOs	• 24/7 client portal with document management • Automated post-closing retention • Built-in POS + LOS integrations	Contact for pricing.	No
Jungo	LOs who want the power of Salesforce with mortgage-specific CRM features	• Built on Salesforce platform • Two-way business SMS messaging • LOS integrations	$119-$149/user/month; contact Jungo for Enterprise pricing.	Available upon request
Shape	Lenders needing a CRM with marketing features and one-to-one MMS texting	• Referral management • Two-way SMS and MMS messaging • LOS syncing and built-in POS	Contact for pricing.	No
BNTouch	Lenders looking for a mortgage-specific CRM with white glove implementation	• Mortgage website and landing page builders • In-house white glove implementation services • Built-in POS + LOS integrations	$165/month + $125 activation fee (Individual); $190/month + $95/user activation fee (Team); contact for Enterprise pricing.	No

Best CRM Software for Mortgage Businesses

Below, we’ll walk you through five of the best mortgage CRMs. Some of these are purpose-built, meaning they’re designed only for use by loan officers, mortgage brokers, and other mortgage professionals. We’ll also include general CRMs that are highly flexible and can be configured for mortgage businesses.

1. HubSpot

Best for: Lenders who want a CRM with powerful marketing tools for lead gen

Key HubSpot Features

• Referral tracking and ROI analysis: Lending relies on leads, but not all leads are worth the same amount of time and energy. With the right setup, HubSpot can help you track referrals as they move through the pipeline, identifying exactly where the best leads came from so you can focus your efforts on the sources with the highest ROI.
• Lead generation with powerful marketing tools: Traditional CRMs are built for sales teams to capture and nurture leads, but HubSpot takes it a step further with Marketing Hub, which has powerful tools for creating landing pages, social media posts, and email marketing campaigns to generate more leads for your mortgage lending business. Accord Mortgages generated 25,000 leads using HubSpot. After 12 months, HubSpot customers in financial services see 346% more inbound leads.
• HubSpot’s AI (Breeze): Breeze is integrated into HubSpot Smart CRM, so whether you’re prepping for a phone call or drafting an email, the AI assistant is there to make your processes more efficient. Ask Breeze to give you the rundown on a client before your call, or have it generate a personalized follow-up email so you’re always on top of your game.

HubSpot Pricing

• HubSpot’s CRM is always free, and it offers free plans for all six core products (marketing, sales, service, content, operations, and commerce).
• Each core product has a free, Starter, Professional, and Enterprise plan. Paid plans start at $15/seat/month and go up to $3,600/month for the Marketing Hub Enterprise plan (which includes five core seats). Commerce Hub is a payment processor that is free to use but charges fees per transaction.
• HubSpot pricing depends on your specific needs and add-ons. Use this HubSpot pricing calculator to see your custom price.

2. Candid

Best for: Loan officers looking for a sales and marketing CRM built just for LOs

Key Candid Features

• 24/7 client portal with document management: Clients can log into their online portal anytime to access pre-approval letters and upload verification documents.
• Automated post-closing retention: A good LO knows that relationships don’t end at closing. Automate post-closing retention behaviors with things like automated handwritten birthday cards and annual financial check-ins to ensure your customers feel valued and come back to you when they need to refinance or purchase another home.
• Built-in POS, plus loan origination system (LOS) integrations: Candid natively integrates with leading LOSs, including ARIVE, Encompass, LendingPad, and Nano.

Candid Pricing

Candid does not list its pricing on its website. Request a demo from Candid to get pricing. No free trial.

3. Jungo

Source

Best for: LOs who want the power of Salesforce with mortgage-specific CRM features

Key Jungo Features

• Built on the Salesforce platform: Access the entire AppExchange and access this CRM on mobile devices via Salesforce's mobile app. If you’re already using Salesforce for other parts of your business, the familiarity of the platform might be an advantage for you.
• Two-way business SMS text messaging: No more messy messaging from your personal device. This CRM’s business SMS text messaging ensures all communications are captured in your CRM and even automates messages based on triggers so you never let a deal go cold.
• LOS integrations: This CRM integrates with popular loan origination software, including Encompass, Calyx, Byte Software, and Velocity.

Jungo Pricing

• Jungo Mortgage App: $119/user/month
• Jungo Bundle: $149/user/month
• Jungo Enterprise - Contact Jungo for a quote.
• Jungo appears to offer a free trial upon request.

4. Shape

Best for: Lenders needing a CRM with marketing features and one-to-one MMS texting

Key Shape Features

• Referral management: Use integrated referral tracking and co-branding to build partner relationships. You can also identify who your top referrers are.
• Two-way SMS and MMS text messaging: Keep in touch with leads with bidirectional SMS and MMS texting. So, if you want to send a GIF to keep things light and build rapport, you can do that through the CRM inside its dedicated texting inbox.
• LOS syncing and built-in POS: Enjoy native integrations with Encompass, LendingPad, and LendingDox, allowing you to connect your data between the two platforms seamlessly.

Shape Pricing

Shape has three tiers: Professional, Engage, and Enterprise. But to get pricing, you must sign up for a demo. Shape no longer offers a free trial; it states on its website that there may be outdated content online claiming that Shape offers free trials, but these are “void and are no longer honored by Shape.”

5. BNTouch

Source

Best for: Lenders looking for a mortgage-specific CRM with white glove implementation

Key BNTouch Features

• Mortgage website and landing page builders: Build your website with mortgage-specific templates. Your real estate partners can also build property-specific landing pages for lead gen purposes.
• In-house white glove implementation services: Third parties often offer white glove implementation services for CRMs, but this CRM is unique in that it has its own in-house White Glove team that will handle implementation for you.
• Built-in POS, plus LOS integrations: Enjoy the convenience of a built-in POS for a stronger customer experience. Additionally, this CRM includes native integrations with popular LOSs, including LendingPad, Encompass, and Calyx.

BNTouch Pricing

BNTouch has three pricing plans:

• Individual: $165/month + $125 activation fee
• Team: $190/month for two users ($95/user per month) + $95/user activation fee
• Enterprise: You must contact BNTouch for Enterprise pricing.
• No free trial.

Benefits of CRM Software for Mortgage

• Builds stronger client relationships, boosting retention. Buying a home is a very personal process, and loan officers who make clients feel special are more likely to get positive reviews and future referrals. CRMs ensure your clients feel cared for throughout the process by storing their relevant data, including their preferences and life events, so you can keep in touch with them, even long after closing. HubSpot's contact management ensures your team sees clients' past activity, including their conversation history with you.
• Improves pipeline visibility. With a mortgage CRM, you can easily track where your clients are in the process. With HubSpot, you can set up and customize pipelines, such as for a loan application.
• Helps you identify your most lucrative campaigns. Optimize your spending by seeing exactly which campaigns drive the most valuable clients. With HubSpot Smart CRM, you can even create a customer journey report to see every digital touch point and how it affects conversion.
• Can boost lead volume and quality. A mortgage CRM with marketing capabilities will let you build effective landing pages to drive more traffic and lead volume. Additionally, with lead scoring, you’ll ensure your sales reps know which contacts to prioritize. HubSpot's Marketing Hub has lead scoring software that helps you prioritize leads based on fit and engagement.
• Makes you more operationally efficient. Accord Mortgages reduced its time spent on sales reporting by 25% after implementing HubSpot.

4 Important Features for a Mortgage CRM

1. Native integration with your existing software: Before adding a mortgage CRM to your tech stack, it’s crucial to ensure it plays nicely with your other software. Two major ones are going to be your LOS and POS. Some mortgage-specific CRMs come with a built-in POS, but it depends on the provider. For example, HubSpot Smart CRM doesn’t have a native POS, but you can work with a HubSpot solutions partner or use HubSpot’s API to build a custom integration.
2. Marketing automation and lead gen capabilities: A good mortgage CRM goes above and beyond simply storing contacts and interactions. The best one will use that data to power marketing and lead generation. HubSpot Smart CRM is automatically integrated with marketing and sales tools so you can personalize your campaigns and win over more clients.
3. Referral tracking and management: If you’ve ever wondered who your top business referral partners are, a mortgage CRM can solve that for you fast by tying each new contact to its originating source. With HubSpot Smart CRM, you can create a custom property and manually assign referral sources each time you create a new contact referred by a partner.
4. Lead scoring and prioritization: With HubSpot, you can assign rule-based lead scoring. On its Marketing Hub Enterprise plan, HubSpot uses AI to evaluate past successful leads, including fit and engagement data points, and builds a model that scores contacts and helps you prioritize them.

How to Choose a CRM for Mortgage (Step-by-Step)

Step 1: Map your workflows. Whether it’s the loan application process or a sequence of emails you typically send to follow up with a prospect, map out your most common workflows. These are the low-hanging fruit that a good mortgage CRM can automate.

Step 2: Identify must-have features. We’ve already mentioned some above: native integrations, referral tracking, marketing automation, and lead scoring. But must-have features differ depending on the mortgage professional. Maybe there’s a specific LOS you use that you really want your CRM to integrate with, or perhaps you want group MMS capabilities. Whatever the case, make a list of features that your ideal mortgage CRM will have.

Step 3: Compare ease of use and team fit. Mine the websites of the different mortgage CRMs you’re considering. Look for case studies from mortgage businesses that are similar to yours. Sign up for sales demos with your shortlist of CRM options. That way, your team can test out the different software, ask specific questions, and, more importantly, get custom quotes.

Step 4: Check your budget. After getting quotes from each CRM, compare those against the budget you’ve been assigned for this investment.

Step 5: Choose a flexible platform like HubSpot. A big question you’ll come up against during the decision-making process is this: Do you want a mortgage-specific platform that will have built-in features unique to lending but might be more restrictive? Or, would you rather have a CRM that’s flexible and easily customized for your needs? HubSpot Smart CRM is used by mortgage professionals and can be configured by your team or a HubSpot Solutions Partner. US Mortgages hired Revenue River, a diamond HubSpot Agency partner, to build a custom platform that integrates with HubSpot to automate and improve sales operations.

Frequently Asked Questions

What is the best CRM for mortgage professionals?

HubSpot stands out as one of the best CRMs for mortgage professionals based on its flexibility, ease of use, and its unified customer platform. By combining marketing, sales, and service, HubSpot empowers true cross-functional communication. Online mortgage broker Better.co.uk saw a 50% growth in meaningful customer interactions after creating a unified customer journey with HubSpot.

What features should I look for in a mortgage CRM?

In a mortgage CRM, look for native integrations with existing software, marketing and sales automation, referral tracking and management, lead scoring, and AI capabilities. HubSpot Smart CRM comes with Breeze, AI that is integrated throughout the customer platform, assisting you with things like social media content generation and sales follow-up emails.

Is HubSpot good for mortgage professionals?

Yes, HubSpot is an excellent CRM option for mortgage professionals. Though not mortgage-specific, the customer platform can be configured to meet your unique needs and is used by mortgage businesses, including Accord Mortgages and NQM funding.

How much does a CRM for mortgage cost?

Costs vary widely, but HubSpot is the only CRM on this list that offers a free forever plan. Other mortgage CRMs on this list start from $119 per user per month. Depending on which tier you get, how many seats you need, and which features you select, a mortgage CRM could go up to thousands of dollars per month.

Meet HubSpot, the Top CRM Choice for Mortgage Companies

There’s no shortage of CRMs claiming to be the best for mortgage professionals, but here’s why HubSpot’s unified customer platform stands out as a mortgage CRM.

• True 360-degree client view: HubSpot Smart CRM is connected to its native sales, marketing, service, and operations tools, meaning all of your teams get visibility into a single source of truth. You’ll be able to see every interaction your clients make with your business — and make smarter decisions based on it.
• Advanced marketing and lead gen: HubSpot’s advanced marketing software lets you build property landing pages, automate sales emails, and personalize campaigns based on client data.
• Intelligence powered by Breeze AI: Equip your mortgage business with powerful AI agents, including Breeze Prospecting Agent, which analyzes data points and guides your sales team on how best to interact with leads.

National lender NQM Funding scaled its business to $4B in annual funding after using HubSpot to unify its processes and teams. Online mortgage broker Better.co.uk created more than 15 personalized customer journeys using HubSpot.

Ready to provide more personalized journeys for your clients? Get started with HubSpot Smart CRM for free.

from Marketing https://blog.hubspot.com/marketing/best-mortgage-crm

As a mortgage professional, your livelihood depends on leads — how well you generate, capture, manage, and nurture them. And at some point, those spreadsheets just don’t cut it anymore. A CRM can help you with almost all of those aspects (depending on the CRM), which is why choosing the best mortgage CRM is crucial.

To help you decide, we’ve done the research, assisted by ChatGPT and Claude, and put together this best mortgage CRM guide. This article was fact-checked and revised by a HubSpot staff writer before publication.

A CRM like HubSpot, for example, has advanced marketing tools built in, so you can generate leads through landing pages and targeted campaigns. Accord Mortgages generated 25,000 leads after using HubSpot to create valuable content and a more personalized customer journey. Read on for detailed info on the best mortgage CRMs.

Table of Contents

• What is a mortgage CRM?
• CRM Comparison Table
• Best CRM Software for Mortgage Businesses
• Benefits of CRM Software for Mortgage
• 4 Important Features for a Mortgage CRM
• How to Choose a CRM for Mortgage (Step-by-Step)
• Frequently Asked Questions
• Meet HubSpot, the Top CRM Choice for Mortgage Companies

What is a mortgage CRM?

A mortgage CRM pulls relevant customer data from disparate sources, such as your POS and LOS (though this may take some configuring, depending on your CRM), and creates a unified customer profile so you can see prior interactions and customer preferences.

It can also help you with pipeline management, lead scoring, marketing campaigns, and automating tedious tasks. For example, HubSpot Smart CRM is automatically integrated with sales and marketing tools so you can use your customer data to power personalized campaigns.

Best Mortgage CRMs at a Glance

CRM	Best For	Key Features	Pricing	Free Trial Available
HubSpot	Lenders who want a CRM with powerful marketing tools for lead gen	• Referral tracking and ROI analysis • Lead generation with powerful marketing tools • Breeze AI assistant	Free CRM; Paid plans from $15/seat/month to $3,600/month.	Yes (Free forever CRM)
Candid	Loan officers looking for a sales and marketing CRM built just for LOs	• 24/7 client portal with document management • Automated post-closing retention • Built-in POS + LOS integrations	Contact for pricing.	No
Jungo	LOs who want the power of Salesforce with mortgage-specific CRM features	• Built on Salesforce platform • Two-way business SMS messaging • LOS integrations	$119-$149/user/month; contact Jungo for Enterprise pricing.	Available upon request
Shape	Lenders needing a CRM with marketing features and one-to-one MMS texting	• Referral management • Two-way SMS and MMS messaging • LOS syncing and built-in POS	Contact for pricing.	No
BNTouch	Lenders looking for a mortgage-specific CRM with white glove implementation	• Mortgage website and landing page builders • In-house white glove implementation services • Built-in POS + LOS integrations	$165/month + $125 activation fee (Individual); $190/month + $95/user activation fee (Team); contact for Enterprise pricing.	No

Best CRM Software for Mortgage Businesses

Below, we’ll walk you through five of the best mortgage CRMs. Some of these are purpose-built, meaning they’re designed only for use by loan officers, mortgage brokers, and other mortgage professionals. We’ll also include general CRMs that are highly flexible and can be configured for mortgage businesses.

1. HubSpot

Best for: Lenders who want a CRM with powerful marketing tools for lead gen

Key HubSpot Features

• Referral tracking and ROI analysis: Lending relies on leads, but not all leads are worth the same amount of time and energy. With the right setup, HubSpot can help you track referrals as they move through the pipeline, identifying exactly where the best leads came from so you can focus your efforts on the sources with the highest ROI.
• Lead generation with powerful marketing tools: Traditional CRMs are built for sales teams to capture and nurture leads, but HubSpot takes it a step further with Marketing Hub, which has powerful tools for creating landing pages, social media posts, and email marketing campaigns to generate more leads for your mortgage lending business. Accord Mortgages generated 25,000 leads using HubSpot. After 12 months, HubSpot customers in financial services see 346% more inbound leads.
• HubSpot’s AI (Breeze): Breeze is integrated into HubSpot Smart CRM, so whether you’re prepping for a phone call or drafting an email, the AI assistant is there to make your processes more efficient. Ask Breeze to give you the rundown on a client before your call, or have it generate a personalized follow-up email so you’re always on top of your game.

HubSpot Pricing

• HubSpot’s CRM is always free, and it offers free plans for all six core products (marketing, sales, service, content, operations, and commerce).
• Each core product has a free, Starter, Professional, and Enterprise plan. Paid plans start at $15/seat/month and go up to $3,600/month for the Marketing Hub Enterprise plan (which includes five core seats). Commerce Hub is a payment processor that is free to use but charges fees per transaction.
• HubSpot pricing depends on your specific needs and add-ons. Use this HubSpot pricing calculator to see your custom price.

2. Candid

Best for: Loan officers looking for a sales and marketing CRM built just for LOs

Key Candid Features

• 24/7 client portal with document management: Clients can log into their online portal anytime to access pre-approval letters and upload verification documents.
• Automated post-closing retention: A good LO knows that relationships don’t end at closing. Automate post-closing retention behaviors with things like automated handwritten birthday cards and annual financial check-ins to ensure your customers feel valued and come back to you when they need to refinance or purchase another home.
• Built-in POS, plus loan origination system (LOS) integrations: Candid natively integrates with leading LOSs, including ARIVE, Encompass, LendingPad, and Nano.

Candid Pricing

Candid does not list its pricing on its website. Request a demo from Candid to get pricing. No free trial.

3. Jungo

Source

Best for: LOs who want the power of Salesforce with mortgage-specific CRM features

Key Jungo Features

• Built on the Salesforce platform: Access the entire AppExchange and access this CRM on mobile devices via Salesforce's mobile app. If you’re already using Salesforce for other parts of your business, the familiarity of the platform might be an advantage for you.
• Two-way business SMS text messaging: No more messy messaging from your personal device. This CRM’s business SMS text messaging ensures all communications are captured in your CRM and even automates messages based on triggers so you never let a deal go cold.
• LOS integrations: This CRM integrates with popular loan origination software, including Encompass, Calyx, Byte Software, and Velocity.

Jungo Pricing

• Jungo Mortgage App: $119/user/month
• Jungo Bundle: $149/user/month
• Jungo Enterprise - Contact Jungo for a quote.
• Jungo appears to offer a free trial upon request.

4. Shape

Best for: Lenders needing a CRM with marketing features and one-to-one MMS texting

Key Shape Features

• Referral management: Use integrated referral tracking and co-branding to build partner relationships. You can also identify who your top referrers are.
• Two-way SMS and MMS text messaging: Keep in touch with leads with bidirectional SMS and MMS texting. So, if you want to send a GIF to keep things light and build rapport, you can do that through the CRM inside its dedicated texting inbox.
• LOS syncing and built-in POS: Enjoy native integrations with Encompass, LendingPad, and LendingDox, allowing you to connect your data between the two platforms seamlessly.

Shape Pricing

Shape has three tiers: Professional, Engage, and Enterprise. But to get pricing, you must sign up for a demo. Shape no longer offers a free trial; it states on its website that there may be outdated content online claiming that Shape offers free trials, but these are “void and are no longer honored by Shape.”

5. BNTouch

Source

Best for: Lenders looking for a mortgage-specific CRM with white glove implementation

Key BNTouch Features

• Mortgage website and landing page builders: Build your website with mortgage-specific templates. Your real estate partners can also build property-specific landing pages for lead gen purposes.
• In-house white glove implementation services: Third parties often offer white glove implementation services for CRMs, but this CRM is unique in that it has its own in-house White Glove team that will handle implementation for you.
• Built-in POS, plus LOS integrations: Enjoy the convenience of a built-in POS for a stronger customer experience. Additionally, this CRM includes native integrations with popular LOSs, including LendingPad, Encompass, and Calyx.

BNTouch Pricing

BNTouch has three pricing plans:

• Individual: $165/month + $125 activation fee
• Team: $190/month for two users ($95/user per month) + $95/user activation fee
• Enterprise: You must contact BNTouch for Enterprise pricing.
• No free trial.

Benefits of CRM Software for Mortgage

• Builds stronger client relationships, boosting retention. Buying a home is a very personal process, and loan officers who make clients feel special are more likely to get positive reviews and future referrals. CRMs ensure your clients feel cared for throughout the process by storing their relevant data, including their preferences and life events, so you can keep in touch with them, even long after closing. HubSpot's contact management ensures your team sees clients' past activity, including their conversation history with you.
• Improves pipeline visibility. With a mortgage CRM, you can easily track where your clients are in the process. With HubSpot, you can set up and customize pipelines, such as for a loan application.
• Helps you identify your most lucrative campaigns. Optimize your spending by seeing exactly which campaigns drive the most valuable clients. With HubSpot Smart CRM, you can even create a customer journey report to see every digital touch point and how it affects conversion.
• Can boost lead volume and quality. A mortgage CRM with marketing capabilities will let you build effective landing pages to drive more traffic and lead volume. Additionally, with lead scoring, you’ll ensure your sales reps know which contacts to prioritize. HubSpot's Marketing Hub has lead scoring software that helps you prioritize leads based on fit and engagement.
• Makes you more operationally efficient. Accord Mortgages reduced its time spent on sales reporting by 25% after implementing HubSpot.

4 Important Features for a Mortgage CRM

1. Native integration with your existing software: Before adding a mortgage CRM to your tech stack, it’s crucial to ensure it plays nicely with your other software. Two major ones are going to be your LOS and POS. Some mortgage-specific CRMs come with a built-in POS, but it depends on the provider. For example, HubSpot Smart CRM doesn’t have a native POS, but you can work with a HubSpot solutions partner or use HubSpot’s API to build a custom integration.
2. Marketing automation and lead gen capabilities: A good mortgage CRM goes above and beyond simply storing contacts and interactions. The best one will use that data to power marketing and lead generation. HubSpot Smart CRM is automatically integrated with marketing and sales tools so you can personalize your campaigns and win over more clients.
3. Referral tracking and management: If you’ve ever wondered who your top business referral partners are, a mortgage CRM can solve that for you fast by tying each new contact to its originating source. With HubSpot Smart CRM, you can create a custom property and manually assign referral sources each time you create a new contact referred by a partner.
4. Lead scoring and prioritization: With HubSpot, you can assign rule-based lead scoring. On its Marketing Hub Enterprise plan, HubSpot uses AI to evaluate past successful leads, including fit and engagement data points, and builds a model that scores contacts and helps you prioritize them.

How to Choose a CRM for Mortgage (Step-by-Step)

Step 1: Map your workflows. Whether it’s the loan application process or a sequence of emails you typically send to follow up with a prospect, map out your most common workflows. These are the low-hanging fruit that a good mortgage CRM can automate.

Step 2: Identify must-have features. We’ve already mentioned some above: native integrations, referral tracking, marketing automation, and lead scoring. But must-have features differ depending on the mortgage professional. Maybe there’s a specific LOS you use that you really want your CRM to integrate with, or perhaps you want group MMS capabilities. Whatever the case, make a list of features that your ideal mortgage CRM will have.

Step 3: Compare ease of use and team fit. Mine the websites of the different mortgage CRMs you’re considering. Look for case studies from mortgage businesses that are similar to yours. Sign up for sales demos with your shortlist of CRM options. That way, your team can test out the different software, ask specific questions, and, more importantly, get custom quotes.

Step 4: Check your budget. After getting quotes from each CRM, compare those against the budget you’ve been assigned for this investment.

Step 5: Choose a flexible platform like HubSpot. A big question you’ll come up against during the decision-making process is this: Do you want a mortgage-specific platform that will have built-in features unique to lending but might be more restrictive? Or, would you rather have a CRM that’s flexible and easily customized for your needs? HubSpot Smart CRM is used by mortgage professionals and can be configured by your team or a HubSpot Solutions Partner. US Mortgages hired Revenue River, a diamond HubSpot Agency partner, to build a custom platform that integrates with HubSpot to automate and improve sales operations.

Frequently Asked Questions

What is the best CRM for mortgage professionals?

HubSpot stands out as one of the best CRMs for mortgage professionals based on its flexibility, ease of use, and its unified customer platform. By combining marketing, sales, and service, HubSpot empowers true cross-functional communication. Online mortgage broker Better.co.uk saw a 50% growth in meaningful customer interactions after creating a unified customer journey with HubSpot.

What features should I look for in a mortgage CRM?

In a mortgage CRM, look for native integrations with existing software, marketing and sales automation, referral tracking and management, lead scoring, and AI capabilities. HubSpot Smart CRM comes with Breeze, AI that is integrated throughout the customer platform, assisting you with things like social media content generation and sales follow-up emails.

Is HubSpot good for mortgage professionals?

Yes, HubSpot is an excellent CRM option for mortgage professionals. Though not mortgage-specific, the customer platform can be configured to meet your unique needs and is used by mortgage businesses, including Accord Mortgages and NQM funding.

How much does a CRM for mortgage cost?

Costs vary widely, but HubSpot is the only CRM on this list that offers a free forever plan. Other mortgage CRMs on this list start from $119 per user per month. Depending on which tier you get, how many seats you need, and which features you select, a mortgage CRM could go up to thousands of dollars per month.

Meet HubSpot, the Top CRM Choice for Mortgage Companies

There’s no shortage of CRMs claiming to be the best for mortgage professionals, but here’s why HubSpot’s unified customer platform stands out as a mortgage CRM.

• True 360-degree client view: HubSpot Smart CRM is connected to its native sales, marketing, service, and operations tools, meaning all of your teams get visibility into a single source of truth. You’ll be able to see every interaction your clients make with your business — and make smarter decisions based on it.
• Advanced marketing and lead gen: HubSpot’s advanced marketing software lets you build property landing pages, automate sales emails, and personalize campaigns based on client data.
• Intelligence powered by Breeze AI: Equip your mortgage business with powerful AI agents, including Breeze Prospecting Agent, which analyzes data points and guides your sales team on how best to interact with leads.

National lender NQM Funding scaled its business to $4B in annual funding after using HubSpot to unify its processes and teams. Online mortgage broker Better.co.uk created more than 15 personalized customer journeys using HubSpot.

Ready to provide more personalized journeys for your clients? Get started with HubSpot Smart CRM for free.

via Perfecte news Non connection