---
description: ¿Qué es y para qué sirve BNTouch Mortgage CRM? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: ¿Qué es BNTouch Mortgage CRM? - Reseñas, precios y funciones - Capterra México 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.mx/software/37032/bntouch

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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.mx/directory/30038/mortgage-and-loans/software)

## Categorías relacionadas

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

## Alternativas

1. [HubSpot CRM](https://www.capterra.mx/software/152373/hubspot-crm) — 4.5/5 (4481 reviews)
2. [Zoho CRM](https://www.capterra.mx/software/155928/zoho-crm) — 4.3/5 (6993 reviews)
3. [Bigin by Zoho CRM](https://www.capterra.mx/software/204998/bigin-by-zoho-crm) — 4.7/5 (742 reviews)
4. [Salesforce Sales Cloud](https://www.capterra.mx/software/61368/salesforce) — 4.4/5 (18803 reviews)
5. [Dynamics 365](https://www.capterra.mx/software/157279/dynamics-365) — 4.4/5 (5846 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.

-----

### "GREAT CRM for Mortgage Origination" — 5.0/5

> **Don** | *27 de septiembre de 2024* | Banca | Valoración de la recomendación: 10.0/10
> 
> **Puntos a favor**: Can easily keep track of former and new clients along with sending communication out to all clients with just a few clicks of the button.
> 
> **Puntos en contra**: Sometimes hard to navigate and learning what categories go with what type of lead or client.

-----

### "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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### "Tons of Functionality & Features" — 4.0/5

> **Lauran** | *16 de mayo de 2024* | Servicios financieros | Valoración de la recomendación: 7.0/10
> 
> **Puntos a favor**: It's comprehensive. I appreciate that there are a lot of features and functionality with BnTouch. They have tons of options and settings, lots of data, email campaigns and automated options. We can maintain contact info and notes on clients, realtors, other referral partners, and separate loan records for the same client(s). We like being able to log events and keep everyone in the loop.  I've had excellent experiences with customer support\! They've been incredibly responsive and helpful whenever there's a concern. They helped us with onboarding and implementation and did a lot of the heavy lifting for us.
> 
> **Puntos en contra**: I can get a little bogged down in all of the features and functionality. It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't taking full advantage of. It has all the bells and whistles, but if you want something more streamlined and simple, it may be a bit too robust for you.
> 
> Overall I would recommend BnTouch. It has all the functionality we need and then some. It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the most of what it's capable of.

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### "Reliable customer support" — 5.0/5

> **Alex** | *5 de septiembre de 2025* | Servicios financieros | Valoración de la recomendación: 9.0/10
> 
> **Puntos a favor**: Good contact organization, automated campaigns, and reports of all our contacts. Customer support is very reliable and helpful.
> 
> **Puntos en contra**: Terrible online demos, needs documentation so I don't need to ask support everything. Not the most intuitive design but learnable.

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## Enlaces

- [Ver en Capterra](https://www.capterra.mx/software/37032/bntouch)

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