Pricing and Features | BNTouch CRM
Pro
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Expert
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Managed
 
Setup & Configuration 1: $99/User;
2-5: $79/User;
6-15: $69/User;
15+: Call
1: $99/User;
2-5: $79/User;
6-15: $69/User;
15+: Call
Call for Quote
1 User $99 $165 Call for Quote
2-5 Users $79 $119 Call for Quote
6-15 Users $69 $99 Call for Quote
15+ Users Call for Quote Call for Quote Call for Quote
Number of Records per User up to 2500** up to 10000*** start from up to 2500**
BNTouch Voice Not Included
Call for pricing
Not Included
Call for pricing
Call for Quote
Features
AJAX Enabled BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Encrypted; Offsite Backup BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
256-Bit SSL Encryption BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
User Features
Import Leads BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Export Leads BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Tasks with Reminders BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Send Manual Emails BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Print Labels BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Print Letters BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Manage Events BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Assign Records BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Attach Files BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Start Campaigns BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Attach Loan Participants BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Daily Digest Morning Emails BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
New Record Notifications BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Lead Distribution
Re-distribution BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Round Robin BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Scheduling BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Multiple Rules BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
User Filters BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
CRM Dashboard
Calendar BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
In-Processing Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Lead Conversion Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
To Do List BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Campaigns Panel BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Refinance Alerts BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Birthday Reminder Panel BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Hot List: To Contact BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
RSS Viewer BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Assignments Panel BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Administrative Features
Manage Users BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Manage Groups BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Manage Access Rights BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Manage Workflow BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Custom Reminders BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Import/Export Mappings BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Manage Web (Lead) Forms BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Custom XML Posts BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Time Zones BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
IP Restrictions BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Password Requirements BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Centralized Marketing
Manage Marketing Campaigns BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Customize Marketing Campaigns BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Manage Triggers (Automated Rules) BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Centralized Campaigns Execution BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Included Marketing Campaigns
New Lead Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Refinance Campaign for Prospects BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Purchase Campaign for Prospects BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Refinance Application Received BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Purchase Application Received BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Purchase in Processing BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Refinance In Processing Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Cancelled Loan Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Previously Funded Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Post Funding Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Reconnect Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
1/3/5 ARM Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Real Estate Agent Co-Branded Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Buying Agent Co-Branded Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Corporate Benefits Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Partner E-Marketing Tips BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Real Estate Agent Trust Building Campaign BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Marketing Automation
Mail-merged Automated Emails BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Mail-merge MS Word Documents BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Market to Clients BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Market To Partners BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Co-Market with Partners BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Market to Loan Participants BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Send Email Alerts (Self and Co-workers) BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Export Address List for Mailing House BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Data Transfer via XML Post BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
In-Processing Status Updates BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Newsletter
Third-Party Newsletter Automation BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
BNTouch Newsletter Automation BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Automated Email Sendout BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Rule-based Sendout BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Custom Scheduling BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Content Customization BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
RSS Feed Inclusion BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Loan Origination Software Synchronization
Calyx Point *** BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Ellie Mae Encompass *** BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
LendingQB BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Byte Pro *** BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Custom LOS **** BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Reports & Analytics
Participants Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Funded Loans Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Repeat Business Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Lead Conversion Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Lead Distribution Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Office Performance Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
ROI Report BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Managed Services
Campaigns Setup BNTouch CRM Feature
Automation (Triggers) Setup BNTouch CRM Feature
Data Import BNTouch CRM Feature
Ongoing Database Management BNTouch CRM Feature
Ongoing Marketing Management BNTouch CRM Feature
Support
Email BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Tickets BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Phone BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Training
Training Articles BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Training Videos BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Best Practices Documentation BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Remote User Training BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Remote Admin Training BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Integrations
Web to Lead Form BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Custom Lead Sources BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
Custom Integrations BNTouch CRM Feature BNTouch CRM Feature BNTouch CRM Feature
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“I LOVE, LOVE, LOVE your software !!!!!!! I have been in the mortgage industry for 25 years, and if I had this application years ago, I couldn’t even imagine how incredible my client/partner base would be today !!!!!”

Steven Baritz
Island Federal Mortgage Corp

* “Pro” account that exceeds 2500 records will be automatically upgraded to “Expert” on the next billing cycle.
** “Expert” account that exceeds 10000 records will be charged additionally $5 per 1000 records.
*** Hosting charges may apply. Integration with Calyx Point is not available for all environments/installations. Please check with us for more information.
**** Development charges may apply