Jungo is one of the most well-known mortgage CRMs in North America. Built on Salesforce, it offers deep customisation, powerful automation, and a large integration ecosystem. That power comes at a cost: $150+/month per seat, Salesforce licensing fees, and a learning curve that often requires a consultant to navigate. It is also built for the US market.
bips takes the opposite approach: purpose-built for Canadian mortgage brokers, client and deal tracking included with every plan, unlimited contacts, no Salesforce layer, and a placement engine that tests a deal against 40+ Canadian lenders. Here is how they compare.
Pricing Comparison
| bips | Jungo (Salesforce) | |
|---|---|---|
| Client tracking | Included with every plan | $150+/month per seat |
| Entry price | $0 (3 free placements) | $150+/month |
| Unlimited use | $150/month | $150+/month per seat |
| Contacts | Unlimited | Varies by plan |
| Per-seat pricing | No | Yes |
| Additional costs | None | Salesforce licence fee |
| Deal-specific lender matching | Yes, 40+ Canadian lenders | No |
| Built for Canada | Yes | No |
For a single seat the headline prices are similar, but you are not buying the same thing. Jungo's $150+ buys client management on top of a Salesforce licence, per seat, with US-shaped defaults. The same money on bips buys unlimited placement against 40+ Canadian lenders with client tracking included, and a team of three does not triple the tracking cost.
Feature Comparison
| Feature | bips CRM | Jungo |
|---|---|---|
| Mortgage deal pipeline | Yes | Yes |
| Unlimited contacts | Yes | No |
| Renewal date tracking | Yes | Limited |
| Document checklist | Yes | Yes |
| Email integration | Yes | Yes |
| AI assistant | Yes ($20/mo add-on) | No |
| Lender matching integration | Yes ($150/mo add-on) | No |
| Built for Canadian brokers | Yes | Partial (US-centric) |
| Setup complexity | Low (ready in minutes) | High (Salesforce admin needed) |
| Free tier | 3 placements, no credit card | No |
Key Differences
Simplicity vs Salesforce Complexity
Jungo's biggest strength is also its biggest weakness. Salesforce gives you near-infinite customization — custom objects, workflow rules, approval processes, and integrations with thousands of apps. But most independent brokers and small teams do not need that level of complexity. They need a pipeline, contact management, renewal tracking, and document checklists.
bips gives you exactly that, ready to use in minutes. No Salesforce admin required. No consultant fees. No multi-week implementation project.
Canadian vs US Focus
Jungo was built primarily for the US mortgage market. Canadian brokers using Jungo often need to customize deal stages, compliance fields, and lender workflows to match Canadian requirements. bips is built from the ground up for Canadian mortgage brokers — pipeline stages, lender data, and deal structures reflect how Canadian deals actually work.
AI and Lender Matching
bips puts its AI on placement: extracting a structured deal from text or documents and testing it against 40+ Canadian lenders. It also handles pipeline queries and smart follow-ups. It also offers integrated lender matching ($150/month add-on) that connects your CRM data directly to a lender product matching engine. Jungo offers neither — you would need separate third-party tools for both.
Contact Limits and Per-Seat Pricing
bips includes unlimited contacts with every plan and no per-seat pricing. Jungo charges per seat with contact limits that vary by plan. As your team grows, Jungo costs scale linearly — each new broker adds another $150+/month. With bips, your costs stay flat.
When to Choose Jungo
Jungo is the right choice if your brokerage already runs on Salesforce for other business functions, you have a dedicated admin who can maintain the platform, and you need the deep customization that only Salesforce provides. Large brokerages with complex multi-department workflows and existing Salesforce investments may find Jungo's ecosystem hard to replace.
When to Choose bips
bips is the better fit if you are:
- An independent broker or small team that needs a CRM, not a platform
- Cost-conscious and cannot justify $150+/month per seat
- Canadian-focused and want a CRM that matches Canadian deal flows out of the box
- Not a Salesforce expert and do not want to hire one
- Interested in AI tools and lender matching integrated in one place
The Verdict
Jungo is a powerful tool built for large, well-resourced brokerages that can absorb Salesforce complexity and cost. For the majority of Canadian mortgage brokers — independents, small teams, and growing brokerages — it is overkill.
bips delivers the features that matter with zero complexity overhead, includes client tracking at no extra cost, and spends its paid tier on placement rather than on a Salesforce licence. The time you save by not managing a Salesforce instance is even more valuable.
Run your first 3 placements free at bips.ca/sign-up. No credit card required.
Learn more about bips CRM features at bips.ca/crm.