Best apps like Whiteboard CRM

15+ similar apps compared and reviewed

4.0 avg rating
10 free apps
Updated July 2026

Looking for something like Whiteboard CRM? We've analyzed 15+ similar apps to help you find the best alternative. Each app is compared by ratings, features, and real user reviews, so you can make the right choice.

Top Alternatives to Whiteboard CRM

BonzoGo#2

BonzoGo by MobilityRE, LLC

Strong Contender
💼 Business
2.7(38 ratings)
Free
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Automate outreach and follow-ups via SMS, email, and ringless voicemail to generate inbound conversations. This tool helps sales teams stay top of mind with prospects and clients, freeing them to focus on closing deals.

BNTouch#3

BNTouch by BNTouch Inc.

Mortgage CRM & Marketing
Worth Considering
💼 Business
4.7(407 ratings)
Free
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Manage your mortgage business on the go with a comprehensive CRM and marketing suite. Automate outreach, track leads, and communicate with clients and partners efficiently from any device.

More apps like Whiteboard CRM

4
AIME Fuse 2020
AIME Fuse 2020
AIME Fuse 2020
by SWAPCARD CORPORATION
Free
💼 Business
(0)
5
Cardtapp
Cardtapp
Cardtapp
Digital Business Card
Free

Create and share a dynamic digital business card to enhance professional networking. Track lead engagement and communicate directly with contacts. Seamlessly share via QR code and cobrand with partners.

Create digital business cardsOn-the-go lead dashboardStreamlined client communication
💼 Business
(13)
free
6
Shape Software
Shape Software
Shape Software
Software app for quick access
Free

This cloud-based sales software uses intelligent automation to streamline and organize daily tasks. Connect with customers and focus on your business from any mobile device.

Cloud-based CRMIntelligent automationSales organization
💼 Business
(17)
free
7
My Unify CRM
My Unify CRM
My Unify CRM
Mortgage CRM Software
Free

Manage your mortgage business on the go with this comprehensive CRM. Track leads, manage your pipeline, schedule marketing campaigns, and communicate with clients directly from your device.

Real-time lead and opportunity trackingLoan pipeline managementAutomated marketing campaigns
💼 Business
(51)
free
8
MTA GO
MTA GO
MTA GO
by Michael Hunt
Free

This app helps real estate professionals track customer productivity in buying and selling. Visualize customer engagement with easy-to-read graphs and a map feature showing nearby professional productivity. Identify clients needing your services.

Track customer selling productivityTrack customer buying productivityVisualize productivity with graphs
💼 Business
(8)
free
9
Scotsman Guide Residential
Scotsman Guide Residential
Scotsman Guide Residential
by Scotsman Guide Media Inc.
Free

This app delivers in-depth content on residential mortgage industry trends and news. It connects originators with lenders and features verified rankings, lender directories, and industry event information.

Monthly industry trend analysisNews topics impacting the mortgage industryLender directories
💼 Business
(1)
free
10
Insellerate
Insellerate
Insellerate
by Insellerate, LLC
Free

This app offers mortgage professionals tools for lead management, marketing automation, and real-time communication. It integrates with LOS systems to streamline pipeline management and enhance client interactions.

Lead management and distributionMarketing automationLOS integration
💼 Business
(14)
free