Top BNTouch alternatives

Wealthbox

Wealthbox is a CRM for financial advisors, providing tools for client management, workflow tracking, and integration with financial software.

LoanOfficer.AI

A mortgage CRM that manages leads, borrower communication, loan pipelines, follow-ups, scheduling, marketing, and LOS data synchronization for loan officers and lending teams.

1 Solution Mortgage

1 Solution Mortgage is a cloud-based platform for mortgage professionals that streamlines loan processes, manages client relationships, and tracks compliance in one place.

Redtail

Redtail is a web-based CRM for financial advisors that helps manage client relationships, streamline workflows, and enhance collaboration.

AgencyBloc

AgencyBloc is a management system for life and health insurance agencies, offering CRM, commissions processing, and automation tools to streamline operations.

Vymo

Mobile sales and CRM app for field teams to manage leads, schedule work, track customer interactions, and monitor sales activity.

Arive

Arive is a loan origination system for mortgage brokers to manage loan files, borrower tasks, documents, pricing, and lender submissions in one place.

Brokeredge

Brokeredge is a mortgage CRM that simplifies client management by automating data tracking, communication, and workflow processes for brokers.

Big Purple Dot

Big Purple Dot connects marketing sources and team members for real estate and mortgage professionals, providing a unified contact database and streamlined operations.

Follow Up Boss

Follow Up Boss is sales software for real estate teams that organizes communication and manages leads throughout their lifecycle.

Salesforce

Salesforce is a cloud-based CRM platform that helps businesses manage sales, marketing, customer service, and analytics, with customizable tools and automation features.

Nest Innovative Macaw

Nest Innovative Macaw is an insurance agency management and CRM app that streamlines operations, improves client management, and enhances compliance for insurance agencies.

Altruist

Altruist is a financial advising platform that provides tools for independent advisors to manage accounts, investments, and client relationships efficiently.

Zoho CRM

Zoho CRM is a customer relationship management tool that manages customer interactions, sales, and marketing within the Zoho ecosystem.

Wealor

Wealor helps financial advisors manage prospects, client households, workflows, compliance, planning, documents, billing, and communications in one system.

AmoCrm

AmoCrm is a web-based CRM system that helps manage sales processes, automate follow-ups, and improve team collaboration from anywhere.

Sales Infinite

Sales Infinite is a SaaS platform that integrates CRM, ERP, and omni-channel e-commerce for managing the entire customer lifecycle, specifically for the insurance industry.

Bitrix24

Bitrix24 is a cloud-based platform that offers CRM, project management, team collaboration, and website building tools for businesses to enhance efficiency.

Kommo

Kommo is a CRM app that automates sales processes, integrates customer interactions, and manages sales pipelines, including WhatsApp messaging for effective customer engagement.

amoCRM

amoCRM is a CRM platform for managing sales and customer interactions via instant messengers, streamlining processes and improving team collaboration.

NinjaPipe

NinjaPipe is a CRM and sales automation tool that helps businesses manage leads, automate tasks, and streamline communication for improved sales and customer engagement.

EngageBay

EngageBay is an all-in-one CRM software for managing marketing, sales, and customer support, offering tools for automation, email marketing, and lead management.

TakeOff CRM

TakeOff CRM streamlines customer relationship management by automating tasks, managing sales leads, and integrating with other tools for improved efficiency.

LeadSquared

LeadSquared is a CRM and marketing automation platform for SMBs, managing lead capture, sales analytics, and marketing campaigns in one place.

Attio

Attio is a customizable CRM platform that enables businesses to manage customer relationships, automate tasks, and streamline workflows through a user-friendly interface.

FullCircl

FullCircl is a platform for customer onboarding that integrates compliance checks like KYC and AML, streamlining client lifecycle management for financial institutions.

Brivity

Brivity is an all-in-one CRM for real estate professionals, streamlining lead generation, transaction management, and marketing to improve workflow and efficiency.

LeadLoft

LeadLoft is a sales automation platform that helps teams find leads, engage contacts, and manage customer interactions using AI and automated workflows.

Ringy

Ringy is a user-friendly CRM app that streamlines communication and interaction management to support sales and enhance customer relationships.

Breakcold

Breakcold is a Sales CRM for SMBs and Startups that enables B2B engagement via email, LinkedIn, and Twitter, streamlining relationship management and outreach.