BNTouch vs PrettySimple

Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews. Features Include: - Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant. - Get quick access to your database via a searchable list of your borrowers & partners. - Send emails, calls, texts, postcards and video messages on the go. - Create, manage & edit contacts in any of your pipelines & databases. - Setup & receive instant alerts for new leads, birthday, tasks, etc. - Schedule tasks, create notes and manage your calendar. - Check your loan conversion, closed and top lead source stats anytime. - Start, stop and view any of your current/past marketing campaigns. - Track marketing success, make notes and latest calls with the events tracker. - Add contacts quickly by scanning business cards. - Accept newly assigned leads into your pipeline and view your lead history. - Be automatically notified of new refinance opportunities. - Upload and view documents to be shared with your office or your borrowers.

See exactly how much money is in your sales pipeline! Track leads, get follow-up reminders, and stop leaving money on the table! Built by a solopreneur for solopreneurs, this app removes the headache of bloated CRMs. We intentionally skipped the messy, automated integrations so you can keep your list of potential clients clean, focused, and entirely in your control. Why Solopreneurs Love Pretty Simple: • No steep learning curve • Access and manage your leads seamlessly between the web platform and this mobile companion app. • Affordable for any size of business • Categorize leads by cold, warm, or hot • Create custom referral sources for tracking • Get automated reminders to follow up • See exactly how much money is on the table • Generate clear reports for powerful decision-making • No broken integrations or stressful setup. Just type in your notes and go! Who is using Pretty Simple? Solopreneurs across dozens of industries are tracking potential sales right now, including: consultants, coaches, boutique realtors, freelancers, speakers, bookkeepers, website designers, personal fitness trainers, yard care services, solar professionals, and more! This app is the mobile companion to the Pretty Simple App web platform. An existing Pretty Simple account is required to log in and use this app. Never lose another sale. You are busy providing the services your clients need, but with leads coming in from emails, texts, and social media, it is too easy for things to slip through the cracks. Stop trying to run your sales pipeline on scattered sticky notes, endless spreadsheets, and pure chaos. Ditch the overwhelm and finally take control of your revenue with Pretty Simple: The #1 Affordable Sales Tracking App! Terms Of Use: http://www.PrettySimple.App/Terms/