CRM Mortgage Planner

CRM Mortgage Planner 

A Mortgage CRM is a system that businesses can use to manage their day-to-day marketing goals and manage dashboards. It  enables an abundance of automated marketing features as well as tools you can use yourself for more advanced database mining and marketing.

If you need assistance in customizing SugarCRM or Microsoft CRM to fit your Mortgage Software requirements, please call us at (310) 645-0006.

Why you Need CRM Mortgage Planner Software

Watch this video full of crucial CRM information and learn about he long-term benefits of CRM:

Free Sage ACT! Feature Evaluation

Sage ACT! Premium 2012 - Free Feature Review and Assessment PDFClick here to download our Free Sage ACT! Detailed Assessment.

With this evaluation study, you will be able to understand the key improvements within Sage ACT!.

Features discussed:

  1. Interface enhancements
  2. Social Media integration
  3. Drip Campaign options
  4. Mail-Merge with MS Word
  5. Performing Web Surveys
  6. Sales Opportunity enhancements
  7. Flexible Reporting
  8. ACT Dashboard improvements
  9. OLEDB interface redesign for reporting into Excel/Spreadsheets
  10. Advanced Outlook Integration
  11. MS Outlook Invitations
  12. Flexible Outlook Sync for Contacts
  13. Calendar Sync Options
  14. Improved Importing design
  15. Smart Tasks features
  16. Automation options
  17. Advanced Lead Management
  18. Administrative enhancements
Free CRM TCO (Total Cost of Ownership) Calculator Tool

Free TCO Pricing Calculator for CRM Projects

Click now to download our Free CRM Calculation Tool.

With this spreadsheet, you will be able to identify the major TCO/Cost factors that are relevant for any CRM project. We have also included data for evaluating CRM software systems such as Microsoft CRM, Salesforce, SugarCRM, Sage CRM, Sage SalesLogix and more. You will be able to view the 5 Year Total Cost of Ownership for both SaaS and Onsite pricing.

Pricing Items:

  1. Yearly License
  2. User price
  3. Support
  4. Network (incl. Server)
  5. Implementation
  6. Staffing
  7. Mobile
  8. and much more.

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Mark Shaw

Director at Accent Gold Solutions
Author: Mark Shaw, Director of Accent Gold Solutions, is certified in a number of CRM systems - including SAP CRM, SugarCRM and ACT! Having studied Business at the University of Massachusetts, he went on to consult several large Energy Utilities in the US and Europe - including designing a Sales Database for the largest European provider of Natural Gas. Using his unique combination of sales and marketing experience, Mark has set up and led successful sales teams for several firms, including Xerox.
Read more about Mark on our About Us page. Google