Whiteboard CRM
3.7
8
Whiteboard is a scalable Mortgage CRM platform that provides control and team accountability.
Strengths
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Customizable
Allows for tailored workflows and fields
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Integrations
Seamlessly integrates with popular tools like Gmail and Slack
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Mobile App
Provides on-the-go access to customer data and tasks
Weaknesses
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Limited Features
Lacks advanced features like marketing automation and lead scoring
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Pricing
Pricing can be expensive for small businesses
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Learning Curve
May take time to learn and navigate the platform
Opportunities
- Can expand into new markets and industries
- Can form partnerships with complementary SaaS products
- Can add new features to stay competitive and meet customer needs
Threats
- Competitors with similar products and features
- Decreased demand due to economic factors
- Increased concern over data privacy and security
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https://whiteboardcrm.com/
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Whiteboard CRM Plan
Whiteboard CRM offers a tiered pricing model with three versions ranging from $35-$125 per user per month, with increasing features and capabilities.
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
