ConnectWise CRM

The Mortgage Office

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Ratings & Reviews

Overall Rating

4.08 / 5 (178)

4.83 / 5 (171)

Ease-of-Use

3.5 / 5

4.5 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.0 / 5

5.0 / 5

Functionality

4.0 / 5

4.5 / 5

Last Reviewed

March 25, 2020

February 18, 2020

Pros/Cons

  • Pros

  • I like that it connects with so many other apps to pull data and include in-depth information. The search functionality is really great to be able to look at recurring issues.

  • Easy to use. Powerful platform to manage all of our customer interactions. Integrates well with most of the key applications we use daily.

  • Cons

  • Ramp up time, depending on your role, can be a bit lengthy, the training video's provided by ConnectWise are decent, but are sometimes lacking.

  • It is a complex program and the setup consultant was great but it is hard to know what you don't know. I would have liked more detailed help with the set up.

  • Pros

  • [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!

  • Ease, accuracy, long established Vendor. product is the best in this class by far and we have used 2 others.

  • Cons

  • 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.

  • the cost is a little high as there is little to no competition in at this level. It would be nice if the system could be web based or apple compatible.

Product Demo & Pricing

Demo

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

Screenshots