KudosCRM vs Viato
KudosCRM
kudoscrm.com
Viato
viato.aiSide by side
| Figure | KudosCRM | Viato |
|---|---|---|
| Price from | $9/mo | $49/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Mortgage CRM Software | 9.0 (#1) | 8.5 (#7) |
| Lead capture | Forms can be hosted or embedded and support 13 field types, with source and UTM tracking. | The CRM accepts leads through forms, integrations and webhooks, creates contacts and opportunities, assigns them to teams or loan officers, and records lead sources. |
| Limit: integration breadth | UK Business Stack says the integration catalogue is narrow, with accounting connections such as Xero, QuickBooks and Sage not documented as live. | LoanOfficer.ai states that Viato offers only two LOS connections and lacks built-in equity, PMI and rate-drop monitoring. |
| Support | The vendor says founders provide support and lists community, email, priority and dedicated customer-success tiers by plan. | The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times. |
| What it does | KudosCRM combines lead capture, sales, delivery, billing, support and growth workflows on one customer record. | Viato is a SaaS customer relationship platform designed for mortgage professionals, covering contacts, loans, communications, tasks, campaigns, automations, calendars, AI tools and loan-origination integrations. |
| Workflow automation | The visual automation engine provides 23 selectable events and 17 actions across the customer journey. | Automation flows support event triggers, conditional logic and chained texts, emails, tasks and tags. |
Plans
KudosCRM
- FreeFree
- Basic$9 a month
- Professional$24 a month
- Enterprise$49 a month
- FreeFree
In their own words
KudosCRM
KudosCRM is a customer relationship management tool for organizing sales activity, available on the web, iOS, and Android. Its listed features include a visual sales pipeline, email sync, marketing automation, and AI features. The free plan lasts indefinitely and covers up to 3 users, 1,000 contacts, and 1 pipeline, with tasks, activities, and one email inbox. Basic is $9 a month billed annually, with limits of 25 users, 25,000 contacts, 3 pipelines, and 10 automations; meetings, forms, and invoicing are also included. Professional is $24 a month billed annually and provides unlimited users and pipelines, up to 250,000 contacts, 50 automations, Kudos AI allocation, webhooks, API, and lead scoring. Enterprise is $49 a month billed annually for 50+ seats, with SSO, SAML, SCIM, unlimited audit log and export, a dedicated customer success manager, and a 99.9% uptime SLA. A 14-day trial is listed. The maker is based in Hong Kong.
Viato
Viato is a CRM built for mortgage professionals and loan officers, available on iOS and the web. It captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources and loan milestones. Automations can combine triggers, conditions, and multi-step actions to assign, text, create tasks, and nurture leads. Super Agent works across text, email, and chat to run workflows, update deals, and create tasks. Call features include voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once. A unified inbox brings email, SMS, and iMessage into threaded conversations; named communication tools include Gmail, Outlook, Twilio, and RingCentral. Arive and LendingPad are listed as live two-way loan-system integrations, while UWM is marked coming soon. Viato POS provides a guided borrower application, document portal, and lender branding. The Free plan includes CRM features and community support. Paid Support is $49 a month per loan officer, or $29/mo per operations staff member, and adds ticket access, direct replies, and priority response times.