CRM Consulting and Training | BNTouch CRM
Consulting and Training

CRM Consulting
   and Training

We will work with you to plan your CRM implementation, configure your lead management and automated marketing, and train you and your staff.

During the training and consultation process, our team finds it extremely valuable to gather input of our clients. We listen to the story of why you created your business and where you want your business to go. With our expertise and experience, we provide a platform that will assist you in obtaining the goals and exceeding the expectations of your clients, as well as your own expectations.

Pre-Implementation Consulting

Before you register with BNTouch, we will work with you to identify your needs, offer solutions, and plan an implementation schedule that guarantees your success before you even purchase our product.

Account Configuration

Based on your marketing goals, we will then work with you to configure your accounts and ensure that your BNTouch accounts are setup correctly.

Ongoing Web Training

We provide ongoing training for BNTouch administrators, as well as conduct personalized training sessions over the web upon request, as part of your subscription.

In House Training/Consultation

By request, we can visit your office and consult with you on implement of our CRM and marketing solutions hands on, train your staff, and help you with system configuration.

Ongoing Technical Support

BNTouch Administrators have access to our Technical Support personnel who can help resolve issues, answer questions, and provide ongoing 2nd level support for your employees.

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Learn more about
CRM

We Are The Biggest Mortgage CRM and Marketing System available! Learn how BNTouch CRM can improve your bottom line, win customers and partners, and help your business run smoothly.

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“A truly amazing system, I’m looking forward to becoming more automated and systematic.”

Clint Womack
Vintage Lending

Next Steps

Want to find more about bntouch? Request a demo, go through our features or maybe you want to sign up right away?

Request Live Demo

Request access to our demo account so you can navigate the BNTouch CRM on your own schedule. When you are ready to ask questions, simply call us at (888) 971-1117.

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Learn the information about what bntouch is actually capable of! Thousands of features that will help you effectively manage your clients, marketing and much more!

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