Archived App
This is an archived listing of the app previously available on the App Store.This business application helps mortgage professionals manage contacts, tasks, and pipelines. It allows users to add and update contact information, capture notes with pictures, and respond to text messages. Navigate your team's progress and client interactions efficiently.
2.2.2
December 1, 2020
- Performance improvements and bug fixes
Whiteboard CRM is a mortgage CRM app built for mortgage professionals. It helps users manage contacts, tasks, and pipelines, and was developed by studying top producers in the industry.
Whiteboard CRM is available for iPhone, iPad, and iPod devices.
Whiteboard CRM has an age rating of 4+, making it suitable for a wide range of users.
The latest version of Whiteboard CRM is 2.2.2, which was last updated on December 1, 2020. This indicates a release cadence that may not be very frequent.
Whiteboard CRM has a rating of 3.5 stars from 2 ratings. This suggests a mixed to slightly positive user reception based on limited feedback.
Yes, Whiteboard CRM allows you to add customer notes, including capturing pictures as notes to provide visual context.
The provided data does not specify if Whiteboard CRM contains advertisements. However, it is listed as free with no in-app purchases.
Key features include access to all contacts, adding/updating contacts, reviewing and adding tasks, managing mortgage pipelines, taking notes with pictures, and responding to text messages.
