Agile CRM

The Mortgage Office

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Ratings & Reviews

Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.

Overall Rating

4.21 / 5 (389)

4.82 / 5 (180)

Ease-of-Use

4.0 / 5

4.5 / 5

Value for Money

4.5 / 5

4.5 / 5

Customer Support

4.0 / 5

5.0 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

June 16, 2020

July 10, 2020

Pros/Cons

  • Pros

  • Easy to use and implement immediately. No need for long training. Support is friendly and extremely competent. No downtime until now. Free version to try out. Cost-benefit is great.

  • The software is easy to use, the training they provide is fabulous and the customer support is great.

  • Cons

  • The automation is limited for the free version. Although the landing page and form builder is really useful, I felt it was quite limiting in the design aspect.

  • It could do a little more on the sales pipeline side but at the price available I can deal with that.

  • Pros

  • It's a powerful product that I love using every day. Very, very happy.

  • [SENSITIVE CONTENT HIDDEN] in the tech support department was a great help and will be my go to when I need help with TMO. Friendly, professional and fast. It is greatly appreciated!

  • Cons

  • Tech support is wonderful but trying to find solutions to your questions on your own can be very difficult. The help functions are not thorough

  • It's expensive, initial costs and monthly fees but it does so much of what we need. The only feature I have trouble with is the customized reports.

Pricing

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

Advisor Recommendations & User Awards

FrontRunners

N/A

N/A

Number of times our advisors have recommended this product

(in the last 30 days)

N/A

N/A

Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Product Demo & Screenshots

Product Demo