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Insights

Mortgage-specific CRM Whiteboard CRM is a niche SaaS solution focused on the mortgage industry, suggesting strong fit for sales outreach to mortgage lenders, loan originators, brokers, and mortgage tech teams seeking CRM optimization.

Growth and funding signals With a lean team and funding of 2.5M yet revenue under 1M, there may be an opportunity to upsell expansion, premium support, or add-on analytics/modules as they scale and seek higher ROI from their CRM investments.

Acquisition history Recent acquisition by Daily AI in January 2022 indicates strategic interest in mortgage tech and AI-driven solutions; potential for partnerships or integrated AI features that complement their platform.

Tech stack readiness Current stack includes HubSpot, AWS, React, and Zendesk, implying openness to integrations and scalable cloud solutions; sales opportunities around enhancing data analytics, automation, and customer support workflows.

Market position and growth As a small to mid-sized player serving top loan originators from Oklahoma City, there is room to position complementary products for mid-market lenders, referral growth tools, and expanded reporting to compete with larger CRM providers.

Similar companies to Whiteboard CRM

Whiteboard CRM Tech Stack

Whiteboard CRM uses 8 technology products and services including HubSpot Analytics, Amazon Web Services, HubSpot Content Hub, and more. Explore Whiteboard CRM's tech stack below.

Whiteboard CRM's Email Address Formats

Whiteboard CRM uses at least 1 email format:
Whiteboard CRM Email FormatsExamplePercentage
Last@whiteboardcrm.comDoe@whiteboardcrm.com
100%

Frequently Asked Questions

What is Whiteboard CRM's phone number?

Minus sign iconPlus sign icon You can contact Whiteboard CRM's main corporate office by phone at
+1-866-333-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Whiteboard CRM's official website and social media links?

Minus sign iconPlus sign iconWhiteboard CRM's official website is whiteboardcrm.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Whiteboard CRM generate?

Minus sign iconPlus sign icon As of August 2026, Whiteboard CRM's annual revenue is estimated to be <$1M.

What is Whiteboard CRM's NAICS code?

Minus sign iconPlus sign iconWhiteboard CRM's NAICS code is 5112 - Software Publishers.

How many employees does Whiteboard CRM have currently?

Minus sign iconPlus sign iconAs of August 2026, Whiteboard CRM has approximately 11 employees across 1 continents, including North America. Key team members include President: D. B., Customer Success Manager: B. D. and Customer Success Manager: L. L. Explore Whiteboard CRM's employee directory with LeadIQ.

What industry does Whiteboard CRM belong to?

Minus sign iconPlus sign iconWhiteboard CRM operates in the Software Development industry.

What technology does Whiteboard CRM use?

Minus sign iconPlus sign iconWhiteboard CRM's tech stack includes HubSpot Analytics, Amazon Web Services, HubSpot Content Hub, WordPress, Zendesk, React, Trustpilot and Piwik.

What is Whiteboard CRM's email format?

Minus sign iconPlus sign iconWhiteboard CRM's email format typically follows the pattern of Last@whiteboardcrm.com. Find more Whiteboard CRM email formats with LeadIQ.

How much funding has Whiteboard CRM raised to date?

Minus sign iconPlus sign icon As of August 2026, Whiteboard CRM has raised $2.5M in funding. The last funding round occurred on Sep 13, 2018 for $2.5M.

When was Whiteboard CRM founded?

Minus sign iconPlus sign iconWhiteboard CRM was founded in 2014.
Whiteboard CRM logo

Whiteboard CRM

Software DevelopmentOklahoma, United States11-50 Employees

Whiteboard CRM is a software-as-a-service provider of customer relationship management software tailored for the mortgage industry. It operates as a division of Whiteboard Technology, LLC and is based in Oklahoma City, Oklahoma. The company counts a number of leading loan originators among its clients, reflecting a focus on sizable mortgage lending operations.

Its CRM is designed to help loan originators close more loans, build stronger relationships, and increase referrals by automating ongoing communications with contacts, clients, and partners. The organization is a small to mid-sized software business within the software development sector. In January 2022, Whiteboard CRM was acquired by Daily AI, a provider of intelligent solutions for mortgage lending.

Section iconCompany Overview

Phone number
+1-866-333-****
Website
whiteboardcrm.com
NAICS Code
5112 - Software Publishers
Founded
2014
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $2.5M

    Whiteboard CRM has raised a total of $2.5M of funding over 1 rounds. Their latest funding round was raised on Sep 13, 2018 in the amount of $2.5M as a Series A.

  • <$1M

    Whiteboard CRM's revenue is estimated to be in the range of <$1M

Company Leadership

  • President at Whiteboard CRM
    D. B.
    President
    Mobile Phone
  • Customer Success Manager at Whiteboard CRM
    B. D.
    Customer Success Manager
    Mobile Phone
  • Customer Success Manager at Whiteboard CRM
    L. L.
    Customer Success Manager
    Mobile Phone
  • Customer Success at Whiteboard CRM
    C. P.
    Customer Success
    Mobile Phone
  • Laborer at Whiteboard CRM
    Z. H.
    Laborer
    Mobile Phone

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