Bonzo vs Shape CRM
Side-by-side from the Top 11 ranking of BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026. Last verified June 29, 2026.
The short answer
Shape CRM ranks higher on Top 11 (#6 vs #8) for Mortgage brokers and loan officers managing leads, pipelines, and client communication. Great value with bundled dialer, SMS, and marketing tools.
At a glance
| Bonzo | Shape CRM | |
|---|---|---|
| Top 11 rank | #8 / BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026 | #6 / BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026 |
| Score (out of 9.4) | 7.7 | 8.1 |
| Best for | Conversational engagement CRM | Affordable all-in-one CRM |
| Pricing | $$ ($150 to $250/mo) | $ ($99 to $149/mo) |
| HQ | Columbus, OH, USA | Irvine, CA, USA |
| Founded | 2017 | 2010 |
Bonzo
Best for building personal connections via video, SMS, and voicemail.
getbonzo.com/See full entry in BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026
Shape CRM
Great value with bundled dialer, SMS, and marketing tools.
www.setshape.com/See full entry in BNTouch vs Jungo vs Surefire CRM: 11 Best CRM Software for Mortgage Brokers 2026
Methodology and scoring weights live at /methodology. No vendor pays for placement — see about.