---
description: ¿Qué piensan los usuarios de BNTouch Mortgage CRM? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de BNTouch Mortgage CRM gracias a Capterra Costa Rica.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: BNTouch Mortgage CRM - Opiniones, precios y características - Capterra Costa Rica 2026
---

Breadcrumb: [Inicio](/) > [Software para préstamos e hipotecas](/directory/30038/mortgage-and-loans/software) > [BNTouch Mortgage CRM](/software/37032/bntouch)

# BNTouch Mortgage CRM

Canonical: https://www.capterra.co.cr/software/37032/bntouch

Página: 1 de 5\
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> Automatiza el marketing, convierte más clientes potenciales, mantén el contacto con los prestatarios y recluta nuevos socios, todo desde una ubicación centralizada.
> 
> Veredicto: 98 usuarios lo han valorado con **4.5/5**. De los mejores valorados en **Probabilidad de recomendación**.

-----

## Vista rápida

### ¿Quién usa BNTouch Mortgage CRM?

Profesionales hipotecarios que desean hacer crecer su negocio y ahorrar tiempo usando herramientas automatizadas de marketing y administración de bases de datos.

## Estadísticas y valoraciones rápidas

| Métrica | Calificación | Detalles |
| **En general** | **4.5/5** | 98 Opiniones |
| Facilidad de uso | 4.3/5 | Basado en las opiniones generales |
| Asistencia al cliente | 4.5/5 | Basado en las opiniones generales |
| Relación calidad-precio | 4.3/5 | Basado en las opiniones generales |
| Funciones | 4.4/5 | Basado en las opiniones generales |
| Porcentaje de recomendaciones | 80% | (8/10 Probabilidad de recomendación) |

## Sobre el proveedor

- **Empresa**: BNTouch
- **Ubicación**: Beaverton, EE. UU.
- **Constitución**: 2004

## Contexto comercial

- **Precio inicial**: USD 165,00
- **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001-5 000, 5 001-10 000, 10 000+
- **Despliegue y plataformas**: Cloud, SaaS, Web, Android (móvil), iPhone (móvil), iPad (móvil)
- **Idiomas admitidos**: inglés
- **Países disponibles**: Australia, Canadá, Estados Unidos

## Funciones

- Acceso móvil
- Alertas y notificaciones
- Base de datos de clientes
- Creación de informes/análisis
- Cualificación previa
- Gestión de clientes potenciales
- Gestión de contactos
- Gestión de correo electrónico
- Gestión de documentos
- Gestión de la conformidad
- Gestión de tareas
- Gestión del pipeline
- Gestión del pipeline de ventas
- Portal de clientes

## Integraciones (en total: 9)

- Calyx Point
- Dropbox Backup
- EncompaaS
- Facebook Apps and Tabs
- Google Calendar
- LendingPad
- MeridianLink Mortgage
- Microsoft Outlook
- Zapier

## Opciones de asistencia

- E-mail/Help Desk
- Base de conocimientos
- Asistencia telefónica
- Chat

## Categoría

- [Software para préstamos e hipotecas](https://www.capterra.co.cr/directory/30038/mortgage-and-loans/software)

## Categorías relacionadas

- [Software para préstamos e hipotecas](https://www.capterra.co.cr/directory/30038/mortgage-and-loans/software)
- [Software para préstamos](https://www.capterra.co.cr/directory/30088/loan-servicing/software)
- [Software de préstamos comerciales](https://www.capterra.co.cr/directory/30537/commercial-loan/software)
- [Software para prestamistas](https://www.capterra.co.cr/directory/20011/loan-origination/software)
- [Software CRM](https://www.capterra.co.cr/directory/2/customer-relationship-management/software)

## Alternativas

1. [Bigin by Zoho CRM](https://www.capterra.co.cr/software/204998/bigin-by-zoho-crm) — 4.7/5 (738 reviews)
2. [HubSpot CRM](https://www.capterra.co.cr/software/152373/hubspot-crm) — 4.5/5 (4468 reviews)
3. [Salesforce Sales Cloud](https://www.capterra.co.cr/software/61368/salesforce) — 4.4/5 (18790 reviews)
4. [Zoho CRM](https://www.capterra.co.cr/software/155928/zoho-crm) — 4.3/5 (6982 reviews)
5. [Dynamics 365](https://www.capterra.co.cr/software/157279/dynamics-365) — 4.4/5 (5833 reviews)

## Opiniones

### "Mortgage Teams & BNTouch CRM" — 5.0/5

> **Jeremy M.** | *24 de mayo de 2021* | Banca | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is
> 
> **Puntos en contra**: There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software.
> 
> I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us.

-----

### "BNTouch CRM: A Game-Changer for Mortgage Professionals" — 5.0/5

> **Rob** | *16 de agosto de 2024* | Servicios financieros | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: BNTouch is very simple to use - it feels "logical" in how it is organized.  And the tools that it provides are fantastic.  I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner.
> 
> **Puntos en contra**: I have no issues at all at this time, sorry.
> 
> The BNTouch CRM has been a game-changer for me as a mortgage professional. Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients. The robust customization options, automated marketing campaigns, and seamless integration with other systems have significantly boosted my efficiency and client engagement. BNTouch is designed specifically for the mortgage industry, making it easy to manage leads, track loan progress, and communicate effectively. Plus, their responsive support team is genuinely invested in my success. I highly recommend BNTouch to any mortgage professional looking to elevate their business.

-----

### "Average at best" — 3.0/5

> **Jeb** | *16 de abril de 2025* | Propiedad inmobiliaria | Valoración de la recomendación: 4.0/10
> 
> **Puntos a favor**: It pulls info from online profiles like linkedin
> 
> **Puntos en contra**: It breaks down constantly. As in the entire system crashes about once a quarter
> 
> Average. If it would work consistently it Fitos be better

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### "Fairly flexible, easy to use, competent system" — 5.0/5

> **Adam** | *16 de agosto de 2024* | Banca | Valoración de la recomendación: 8.0/10
> 
> **Puntos a favor**: Fairly easy to learn and use. Not flashy, gets the job done without a lot of fanfare
> 
> **Puntos en contra**: Reporting is not good or easy to use. No true dashboard to reflect metrics
> 
> Support is top notch. The best I've ever experienced.

-----

### "Stay in contact with clients" — 5.0/5

> **Anna** | *17 de abril de 2025* | Banca | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: I’ve been using BNTouch for several years now, and it’s made a big difference in how I manage my business. The CRM is easy to use, and the automated emails and texts help me stay in front of clients without having to think about it constantly. I love the birthday emails, and clients really seem to appreciate them too\!
> 
> **Puntos en contra**: I haven’t had any issues so far. No complaints at this time.
> 
> It really helps me stay organized, follow up with leads, and move deals along more smoothly. It makes communication with clients easy, and all of the notes and records are all together in one place. I’ve definitely seen an improvement in client engagement and conversions since I started using it.

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