What departments does Whiteboard CRM have?

Whiteboard CRM has employees across 1 departments including Customer Success.

What is the largest department at Whiteboard CRM?

The largest department at Whiteboard CRM is Customer Success with 3 employees.

Where are Whiteboard CRM employees located globally?

Whiteboard CRM has employees across 1 continents and 1 countries including United States Of America.

How has Whiteboard CRM's team size changed over time?

Whiteboard CRM's team has remained stable from approximately 1 to 1 employees based on available data.

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Whiteboard CRM Employee Directory

Q: Who are Whiteboard CRM's key employees and leadership?

Whiteboard CRM's key employees include: President: D. B..

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.

Whiteboard CRM Global Highlights

North America
10

United States Of America
10

Whiteboard CRM's Leadership

D. B.
President
Mobile Phone
Email
B. D.
Customer Success Manager
Mobile Phone
Email
L. L.
Customer Success Manager
Mobile Phone
Email
C. P.
Customer Success
Mobile Phone
Email
Z. H.
Laborer
Mobile Phone
Email

Whiteboard CRM Employee Metrics

100%

50%

2026

2025

Customer Success
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Whiteboard CRM

Name

Title

Contact Info

Location

Last Update

D. B.
President
Mobile Phone
Email
Oct 18, 2024
B. D.
Customer Success Manager
Mobile Phone
Email
Oct 23, 2024
L. L.
Customer Success Manager
Mobile Phone
Email
Oct 16, 2024
C. P.
Customer Success
Mobile Phone
Email
Oct 16, 2024
Z. H.
Laborer
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Whiteboard CRM known for?

Whiteboard CRM was founded in 2014 operates in the Software Development industry; you can contact the main corporate office by phone at

+1-866-333-****

. Explore Whiteboard CRM's company overview page for more information.

What is Whiteboard CRM's most common email format?

Whiteboard CRM employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Whiteboard CRM email formats with LeadIQ.

How many employees does Whiteboard CRM have currently?

Whiteboard CRM has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Whiteboard CRM's key employees and leadership?

As of July 2026, Whiteboard CRM's key employees include:

President: D. B.
Customer Success Manager: B. D.
Customer Success Manager: L. L.
Customer Success: C. P.
Laborer: Z. H.

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Whiteboard CRM Employee Directory

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