Bonzo
- Company typePrivate
- Founded2019
- HeadquartersColumbus, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Bonzo firmographics
Firmographics- Name
- Bonzo
- Legal name
- Bonzo
- Website
- https://getbonzo.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Bonzo industry classification
Industry- Product category
- Mortgage CRM / Sales Engagement Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Partner Relationship Management (PRM) & Channel CRM (HDAEAFAG)
Keywords
Where Bonzo is headquartered
LocationHeadquarters
- HQ city
- Columbus
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bonzo business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- Subscription - Per Seat: Bonzo generates revenue through recurring per-seat subscription pricing with monthly billing. The Solo plan is priced at $150/seat/month, with Small team and Enterprise tiers available at different price points.
- Premium Add-ons: Additional revenue is generated through premium add-ons such as MonitorBase Connection, which provides predictive borrower insights and requires separate contact with sales for pricing.
- Enterprise Custom Pricing: Enterprise customers receive tailored Bonzo packages with custom pricing negotiated through sales consultations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Per seat | Monthly | Solo: $150/seat/month - Individual mortgage professionals |
| Subscription | Monthly | Small team: Custom pricing - Teams of mortgage professionals |
| Subscription | Multi-year contract | Enterprise: Custom tailored package - Large mortgage organizations |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels5 records
Bonzo product offering
Product offeringCore offering
Bonzo is a cloud-based CRM and conversation automation platform built specifically for mortgage professionals. It combines multi-channel outreach (SMS, MMS, email, voice, video), automated drip campaign management, and visual pipeline tracking in a single integrated system. The platform is sold on a per-seat subscription basis across Solo ($150/seat/month), Small Team, and Enterprise tiers, with optional premium add-ons like MonitorBase for predictive borrower analytics.
Product overview
Bonzo is a relationship management platform designed specifically for mortgage professionals, reimagining the CRM for modern advisors and agents. The product portfolio consists of three core integrated modules: Campaign Builder (personalized outreach and follow-up automation), Messaging (multi-channel communication via voice, video, text/SMS, and email), and Pipelines (sales process organization and deal tracking). These are bundled together in tiered pricing plans (Solo at $150/seat/month, Small Team, and Enterprise). An optional MonitorBase Connection add-on provides predictive borrower analytics. The platform also includes built-in features like Power Dialer, ringless Voicemail Drops, and over 20 Campaign Templates for various loan scenarios.
Differentiator
Problem solved
Functional benefit
Products and services
- Campaign Builder Module for creating, automating, and managing personalized multi-channel outreach campaigns (email, SMS/MMS, voicemail, video) at scale, including drip sequences, pre-built templates, round-robin lead distribution, and automated follow-up for mortgage professionals.
- Messaging Unified multi-channel communication hub for mortgage professionals enabling voice calls, video messages, SMS/MMS texting, email, ringless voicemail drops, video emails, GIFs, emojis, and power dialing from a single platform.
- Pipelines Visual pipeline management module for organizing the mortgage sales process with customizable stages, deal tracking, status updates, milestone-based messaging, campaign syncing, and management of secondary contacts such as realtors and referral partners.
- MonitorBase Connection Premium add-on module that provides predictive borrower analytics and real-time credit and license tracking alerts, notifying loan officers when past clients become refinance- or purchase-ready for timely outreach.
Quantifiable outcome
- Saves approximately 7.5 working days per year by automating a 10-minute daily task
- +2 more outcomes
Companies that use Bonzo
Customer profileNamed customers8 records
Segments6 records
Ideal customer profiles3 records
Bonzo technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration10 records
AI capability4 records
Feature8 records
Bonzo partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- ZillowcoreDirect product integration allowing Bonzo to import leads directly from Zillow. Bonzo is featured as an approved integration partner for Zillow's mortgage professional users, enabling seamless lead import and automated follow-up workflows.
- LendingTreecoreDirect integration with LendingTree enabling mortgage professionals using Bonzo to import leads from LendingTree's lead generation platform directly into their Bonzo account for automated nurturing.
- BankratecoreDirect integration with Bankrate for importing mortgage leads. Bonzo connects to Bankrate's lead sources to enable instant lead capture and follow-up automation.
- Realtor.comcoreDirect integration with Realtor.com's mortgage lead generation platform, allowing real estate professionals and mortgage advisors to sync leads between platforms.
- ZapiercoreNative Zapier integration enables Bonzo to connect with thousands of other platforms and tools through Zapier's automation ecosystem. This extends Bonzo's connectivity beyond native integrations to any Zapier-supported application.
- MMI (Mortgage Manager Inc.)coreMy MMI Data integration provides Bonzo users with instant access to past loan data, surfacing refinance-ready borrowers with single sign-on between MMI and Bonzo platforms. Bonzo is closely associated with MMI One, suggesting corporate affiliation.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Bonzo competitors and assessment
Company assessmentDirect peers
- ActivePipe: ActivePipe is a real estate lead nurturing and engagement platform offering automated email and SMS campaigns, behavioral tracking, and CRM integrations. It overlaps with Bonzo's Campaign Builder for real estate agents and the agent/realtor customer segment.
- BombBomb: BombBomb is a video messaging and email platform for sales professionals across real estate, mortgage, and other relationship-driven industries. It overlaps directly with Bonzo on video email, multi-channel outreach, and mortgage/real-estate customer segments, making it one of the closest direct competitors.
- Follow Up Boss: Follow Up Boss is a CRM built for real estate teams and lead-driven businesses, featuring action plans, lead routing, and integrations with major lead sources. It competes with Bonzo on the realtor-adjacent customer segment and pipeline management capabilities.
- LionDesk: LionDesk is a CRM and marketing automation platform designed specifically for real estate agents and loan officers, offering video email, drip campaigns, and text messaging. It targets the same mortgage and real estate professional persona as Bonzo with a comparable feature set.
Broad incumbents
- Outreach: Outreach is a major sales execution platform providing sequencing, AI-driven prospecting, and conversation intelligence. Like SalesLoft, it competes with Bonzo's Campaign Builder module on multi-touch outreach but at significantly larger enterprise scale and breadth.
- Pipedrive: Pipedrive is a sales-focused CRM with pipeline management, workflow automation, and integrations used widely by SMBs. It competes with Bonzo on the pipelines and basic outreach features for individual LOs and small broker shops, though it lacks mortgage-specific compliance and lead-source integrations.
- HubSpot Sales Hub: HubSpot offers an integrated CRM with sales engagement, email tracking, calling, and pipeline management tools that overlap substantially with Bonzo's pipeline and messaging features. While horizontal, HubSpot is increasingly used by smaller mortgage shops and competes for the same SMB LO persona.
- kvCORE (Inside Real Estate): kvCORE is an end-to-end real estate platform with CRM, lead generation, marketing automation, and IDX websites. Its mortgage-adjacent CRM capabilities and lead-nurturing features overlap with Bonzo's pipeline and campaign functionality for real estate and mortgage professionals.
- Salesforce Sales Cloud: Salesforce is the enterprise CRM leader with extensive sales engagement, marketing automation, and compliance tooling. Larger retail lenders and enterprise mortgage operations may opt for Salesforce over Bonzo due to its broader platform and AI capabilities, posing an enterprise-tier competitive threat.
- SalesLoft: SalesLoft is a leading sales engagement platform offering cadence-based outreach, dialers, and email tracking for B2B sales teams. It competes with Bonzo on multi-channel outreach automation (email, call, social), though SalesLoft is horizontal while Bonzo is vertically specialized in mortgage.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Bonzo social profiles
Digital presenceBonzo compliance and trust
Trust signalCompliance4 records
Bonzo financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bonzo leadership team
Management profileNumber of profiles
Profiles7 records
Bonzo funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bonzo M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bonzo
What does Bonzo do?
Bonzo is a cloud-based CRM and conversation automation platform built specifically for mortgage professionals. It combines multi-channel outreach (SMS, MMS, email, voice, video), automated drip campaign management, and visual pipeline tracking in a single integrated system. The platform is sold on a per-seat subscription basis across Solo ($150/seat/month), Small Team, and Enterprise tiers, with optional premium add-ons like MonitorBase for predictive borrower analytics.
Is Bonzo a public or private company?
Bonzo is a private company. It is classified as venture growth investor backed and is currently operating.
When was Bonzo founded?
Bonzo was founded in 2019. It employs 11 to 50 people.
Where is Bonzo based?
Bonzo is headquartered in Columbus, United States, in the North America region.
How does Bonzo make money?
Three revenue lines are on record. Subscription - Per Seat is the primary driver. The others are premium Add-ons and enterprise Custom Pricing.
Who are Bonzo's main competitors?
Direct peers on record are ActivePipe, BombBomb, Follow Up Boss and LionDesk. Broad incumbents are Outreach, Pipedrive, HubSpot Sales Hub, kvCORE (Inside Real Estate), Salesforce Sales Cloud and SalesLoft.
Does Bonzo have an API?
No public API is recorded for Bonzo.
What industry is Bonzo in?
Bonzo's product category is Mortgage CRM / Sales Engagement Software. Its primary akta.pro industry code is HDAEAFAG, Partner Relationship Management (PRM) & Channel CRM. Its NAICS code is 518 and its SIC code is 7372.