When asked for the best mortgage CRM, 6 AI assistants named 7 brands between them this month. Mortgage was named most often, followed by BNTouch and Jungo. No brand was named by every assistant that answered.
Who named whom
| Brand | ChatGPT | Perplexity | Claude | Grok | DeepSeek | Cohere | Named by |
|---|---|---|---|---|---|---|---|
| Mortgage | ✓ | · | ✓ | ✓ | ✓ | ✓ | 5 of 6 |
| BNTouch | ✓ | · | ✓ | · | ✓ | ✓ | 4 of 6 |
| Jungo | ✓ | · | ✓ | · | ✓ | ✓ | 4 of 6 |
| HubSpot | · | ✓ | · | ✓ | ✓ | · | 3 of 6 |
| Follow Up Boss | · | · | · | ✓ | ✓ | · | 2 of 6 |
| Pipedrive | ✓ | ✓ | · | · | · | · | 2 of 6 |
| Zoho CRM | · | ✓ | · | ✓ | · | · | 2 of 6 |
Share of voice
What each assistant said
ChatGPT
Named 4 brands, in this order: Mortgage, Jungo, BNTouch, Pipedrive.
Selecting the best mortgage CRM for a small business depends on your specific needs, budget, and business processes.
Perplexity
Named 3 brands, in this order: Pipedrive, HubSpot, Zoho CRM.
For a small business, the best mortgage CRM is usually Pipedrive or Nutshell, depending on whether you want more automation or lower-cost simplicity.
Claude
Named 3 brands, in this order: Mortgage, Jungo, BNTouch.
Here are some top options to consider:
Grok
Named 4 brands, in this order: Mortgage, Follow Up Boss, HubSpot, Zoho CRM.
DeepSeek
Named 5 brands, in this order: Follow Up Boss, BNTouch, Mortgage, HubSpot, Jungo.
The "best" mortgage CRM for a small business depends on your specific workflow, budget, and whether you're a solo broker or a small team.
Cohere
Named 2 brands, in this order: Mortgage, Jungo.
Choosing the best mortgage Customer Relationship Management (CRM) system for a small business depends on your specific needs, budget, and the features you prioritize.
The questions asked
- What is the best mortgage CRM for a small business?
Asked between 2026-09-26 and 2026-09-26. Not answering this month: Gemini, Mistral.
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See the GEO suiteHow this was measured
Each month we ask every assistant the same plain buyer questions, worded the way a person shopping for this kind of product would ask them, with no brand suggested in the question except where the question itself names the market leader to find alternatives to. Each assistant answers in a fresh session with no earlier conversation, so an answer reflects what the assistant says to anyone who asks, not what it was steered towards.
From each answer we keep the product and company names it recommends. A name counts only when it appears in the answer as a proper name, is not a heading such as "Best for" or "Pricing", and is confirmed by a second assistant naming it too, by a website the answer cites, or by being the market leader named in the question. Share of voice is each brand's share of all brand mentions in the category this month. Assistants that could not answer this month are listed as not answering, never counted as naming nobody.
Cite this page
https://mentionfox.com/ai-recommends/mortgage-software