KudosCRM
KudosCRM: A low-cost general CRM foundation with useful automation, but limited mortgage-specific depth. Ranked #28 of 29 in Mortgage CRM Software by our editors (5.8/10); pricing: Free plan · paid from $9/user/mo (annual) · 14-day trial; best for budget users seeking a general CRM foundation.
At a glance
- Editor score5.8 / 10
- PricingFree plan · paid from $9/user/mo (annual) · 14-day trial
- Best forBudget users seeking a general CRM foundation
- Free planYes
- Paid from$9/user/mo
- Facts checked19 Sep 2026
Where it wins
- Free plan supports up to 3 users, 1,000 contacts, and 1 pipeline
- Gmail and Outlook two-way email synchronization
- Pipelines, automation, lead scoring, AI, and mobile apps
Where it doesn't
- Mortgage-specific borrower and compliance workflows are not clearly defined
- The lowest paid price is tied to annual billing
- Free plan limits teams to 3 users, 1,000 contacts, and 1 pipeline
Our verdict on KudosCRM
KudosCRM is a customer relationship management platform for teams managing sales, customer records, email, proposals, projects, invoicing, support, automation, reporting, and AI in one system. Its visual pipelines, lead capture and scoring, contact records, email synchronization, quoting, e-signature, and mobile apps suit growing teams, agencies, consultants, professional services companies, and small and midsize businesses. For mortgage teams, it provides a general CRM foundation rather than a clearly defined borrower-management and compliance system.
The free plan is available forever for up to 3 users, 1,000 contacts, 1 pipeline, tasks, activities, and 1 email inbox. Basic is listed at $9 per user per month with annual billing and adds up to 25 users, 25,000 contacts, 3 pipelines, 10 automations, meetings, forms, and invoicing. Professional is $24 per user per month annually, with unlimited users and pipelines, 250,000 contacts, 50 automations, Kudos AI allocation, webhooks, an API, and lead scoring. Enterprise is $49 per user per month annually and adds 50+ seats, SSO, SAML, SCIM, unlimited audit log and export, a dedicated customer success manager, and a 99.9% uptime SLA. A 14-day free trial is also available, while displayed prices may vary by region.
Its breadth is the main appeal: integrations include Gmail, Outlook, Slack, Zoom, Google Calendar, Chatra, Stripe, Zapier, and WhatsApp, alongside web, iOS, and Android access. Workflow automation, email sequences, dashboards, custom fields, roles, permissions, AI drafting, summarization, and document extraction extend beyond basic pipeline tracking. Choose KudosCRM if you want affordable general-purpose sales and customer management with room to add automation. Choose a mortgage-focused alternative if borrower records, lending-stage workflows, or compliance controls are central requirements.
Your product? Our editors can test KudosCRM in depth and publish a review, labelled as paid · from $99/mo →
KudosCRM pricing
All 4 KudosCRM plans and prices →
KudosCRM fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $9/user/mo |
| Borrower management | Not verified |
| Referral partner management | Not verified |
| Loan pipeline tracking | Not verified |
| Marketing automation | Yes |
| Compliance workflows | Not verified |
| SMS automation | Not verified |
| Mobile app | Yes |
| Free trial | 14 days |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Integrations | 9 integrations: Gmail, Outlook, Slack, Zoom, Google Calendar, Chatra … |
| Pricing | Free plan · paid from $9/user/mo (annual) · 14-day trial (source) |
| Website | kudoscrm.com |
| Facts checked | 19 Sep 2026 |
KudosCRM integrations
KudosCRM lists 9 integrations on its own site.
- Gmail
- Outlook
- Slack
- Zoom
- Google Calendar
- Chatra
- Stripe
- Zapier
Alternatives to KudosCRM
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all KudosCRM alternatives →
Also Ranked In
KudosCRM is ranked in 7 of our directories.
Used KudosCRM? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used KudosCRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
KudosCRM is listed in our Mortgage CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/kudoscrm/"><img src="https://www.itechguides.com/best/badge/kudoscrm.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. How we rank.
Last updated · How we research and update