Bearberry vs JimNab CRM
Bearberry
thebearberry.com
JimNab CRM
jimnab.caSide by side
| Figure | Bearberry | JimNab CRM |
|---|---|---|
| Price from | $49/mo | — |
| Free plan | — | — |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| API | Yes | — |
| Plans published | 3 | 0 |
| Spec score · Mortgage CRM Software | 8.2 (#10) | 7.1 (#24) |
| Company | Bearberry is a product of Cenarions LLC, a California limited liability company with an address in Sacramento, California. | The site says JimNab was founded by two mortgage brokers who are official Pipedrive partners. |
| Product | Bearberry is a hosted mortgage CRM built for loan officers, broker shops, and branches. | JimNab describes its product as a CRM adapted for residential mortgage transactions. |
| Security | The security page describes TLS in transit, AES-256-GCM for stored credentials, per-document keys wrapped by Google Cloud KMS, and workspace isolation. | The opened official page does not state specific security certifications or compliance claims. |
| Support | The pricing page includes guided migration, with priority migration support on Pro and priority support on Enterprise. | The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications. |
Plans
In their own words
Bearberry
Bearberry is a hosted mortgage CRM for loan officers, broker shops, and branches. It brings borrower and referral partner management together with a loan pipeline, forecasts, reports, automations, and follow-up tools. Rate watch monitors closed loans and can identify past clients who may benefit from refinancing when rates fall below their current rate. Scenario Desk answers mortgage guideline questions and provides sources. Leads from Zillow, Realtor.com, LendingTree, and Facebook can feed into the system; other listed connections include Zapier, Make, n8n, and webhooks. Its REST API and signed webhooks support record creation, updates, deletions, and stage changes. Bearberry describes security controls including TLS in transit, encrypted stored credentials, document keys protected by Google Cloud KMS, and workspace isolation. It says its controls map to ISO 27001 Annex A but that it is not certified, and describes support for several privacy and financial safeguards frameworks. Starter costs $49 per seat per month, or $39 billed annually; a 14-day trial requires human review and excludes AI assists until a paid plan begins.