# Compare Avid CRM vs MortgageHalo 2026 | Capterra

> Unsure of what to choose? Check Capterra to compare Avid CRM and MortgageHalo based on pricing, features, product details, and verified reviews.

Source: https://www.capterra.com/compare/20743-173535/Avidian-vs-MortgageHalo

---

# Avid CRM vs MortgageHalo Features and Cost Comparison

Last updated July 8th, 2026

Provider data verified by our Software Research team, and reviews  
moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/)

Your comparison:

Avid CRMMortgageHalo2/4 selected

[Avid CRM](https://www.capterra.com/p/20743/Avidian/)[4.1 (138)](https://www.capterra.com/p/20743/Avidian/reviews/)

[MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/)[4.4 (48)](https://www.capterra.com/p/173535/MortgageHalo/reviews/)

[## Avid CRM](https://www.capterra.com/p/20743/Avidian/)[4.1 (138)](https://www.capterra.com/p/20743/Avidian/reviews/)

Starting Price

$25.00/month

Value-for-Money

4.2

Functionality

3.9

Ease of Use

3.9

Customer Service

4.4

Reviews Sentiment

KH

HL

LC

Based on [138 reviews](#user-reviews)

Positive

118

Neutral

11

Negative

9

[## MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/)[4.4 (48)](https://www.capterra.com/p/173535/MortgageHalo/reviews/)

Starting Price

$417.00/month

Value-for-Money

4.4

Functionality

4.2

Ease of Use

4.5

Customer Service

4.6

Reviews Sentiment

MR

Based on [48 reviews](#user-reviews)

Positive

43

Neutral

4

Negative

1

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## Send this comparison chart to my inbox

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

## Summary

* * *

Key features rated by users

Features selected based on 17,855 reviews from crm software users.  
about the Fit Score methodology.

Fit Score methodology

Our Fit Score reflects how reviewers rate a product’s performance against a set of features reviewers rate as most important. A higher score indicates the product is rated better in delivering what reviewers most care about.

  

If the Fit Score is not shown for a specific product, that only means there are currently not enough relevant data points to develop a meaningful score. It does not indicate that the product should be excluded from further evaluation. Best for Methodology

58%Fit

Missing features

Feature ratings

Data Security

NA

Contact Management

4.0

Lead Management

3.5

Sales Pipeline Management

3.7

Activity Dashboard

NA

\--%Fit

Missing features

Not enough reviews

Feature ratings

Data Security

NA

Contact Management

\--

Lead Management

4.8

Sales Pipeline Management

NA

Activity Dashboard

5.0

User satisfaction

User satisfaction

4.1

User reviews[138](https://www.capterra.com/p/20743/Avidian/reviews/)

Ease of use

3.9

Functionality

3.9

Value for money

4.2

Customer support

4.4

User satisfaction

4.4

User reviews[48](https://www.capterra.com/p/173535/MortgageHalo/reviews/)

Ease of use

4.5

Functionality

4.2

Value for money

4.4

Customer support

4.6

Price starts from

Price starts from

$25Per User, Per Month

-   Free version
-   Free trial

Price starts from

$417Other, Per Month

-   Free version
-   Free trial

Best for

Best for

Small businesses with a need to license 2 or more users up to mid-market companies with 100+ users.

Best for

Mortgage lenders, banks and credit unions looking for a turnkey best mortgage lead generating CRM with automated marketing.

## User reviews

Pros & cons

KH

Krista H.

Director of Operations

> "Given the fact that it is integrated into Outlook, something everyone already knows how to use, it has the..."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4514350)

EB

Emily B.

Sales Associate

> "It can be a bit clunky and you cannot track/time stamp the initial notes when creating the contact without exiting..."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4492174)

HL

Haba L.

Content Manager

> "The integration with Outlook make Prophet CRM a useful tool in our business."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___6197113)

CG

Christine G.

Southeast Territory Sales Manager

> "There are delays in searching up opportunities ( example: when you delete a prior search term, the system has to then..."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4526850)

LC

Lorenzo C.

ICT Manager

> "The software gives the right lead management, which increases business sales."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___6223491)

PM

Peter M.

Client Services Manager

> "Often glitches and creates duplicate Company and Contact entries."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4514176)

RW

Ryan W.

Associate Broker

> "The ability to track sales and possible new business throughout our company makes it easy to stay up to date with..."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4540086)

PV

Pete V.

Commercial Accounts Manager

> "Unable to search content of the documents attached to the contact records"

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4491015)

BF

Ben F.

case manager

> "I think it is very useful to our organization, but could also benefit from a few updates (loading/searching speed,..."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4526502)

BF

Brian F.

President

> "We have 12,000 cases active in the system and it takes a while to load."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4529553)

RH

Robert H.

Director of Business Development

> "Integration with Outlook 363 / very seamless interface with outlook. As a longtime MS 365 user not to have to..."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4518661)

EB

Emily B.

Sales Associate

> "You can't log time stamped notes from your phone"

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4492174)

EB

Emily B.

Sales Associate

> "So far it's a great follow up tool and it's great that the contacts merge directly to your phone with all logged notes"

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4492174)

SS

Steve S.

President

> "the app is not good, not useful at all does not mirror the desktop, I deleted it off my phone"

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4500668)

KB

Kyle B.

Vice President

> "I appreciated how nimble the product is and allowed for us to customize it for our specific usage."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4490632)

AE

Alana E.

Area Manager Western Canada

> "It's back-end system is finicky and errors out... can be unstable."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4490769)

MH

Michael H.

Sales Manager

> "Works well when updated, relatively intuitive, many updates, excellent CS and training."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4527365)

AW

Ann W.

Owner

> "Some line items could not be customized. "

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4514113)

LC

Liesl C.

Sales Rep

> "I prefer to use the Prophet Mobile App - i personally feel that it is a lot more user friendly than the desktop."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4514955)

NM

Nick M.

General Manager

> "I have not had the time to set up the advanced reporting capabilities."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4542501)

KC

Katie C.

Realtor

> "This product was very easy to use with my current programs"

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4950558)

KH

Krista H.

Director of Operations

> "Prophet tends to crash my Outlook on a regular basis."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4514350)

IS

Isaac S.

Outside Sales

> "I like how your files are easy to find and keep sorted with the CRM. And the customer support is phenomenal!"

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4540041)

PM

Peter M.

Client Services Manager

> "Creating reports is not easy."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4514176)

TS

Thomas S.

Sales Manager

> "Much more effective user interface than other CRMs."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4490765)

SS

Steve S.

President

> "I have suggested ideas , was told they were good but they were never implemented."

[See full review](https://www.capterra.com/p/20743/Avidian/#Capterra___4500668)

[View Reviews](https://www.capterra.com/p/20743/Avidian/reviews/)

Not enough reviews

## User interface

No images or videos  
provided by vendor

[MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/)

4.38 (48)

## Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

### Features

Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

\--% Fit

vs

\--% Fit

Activity Dashboard

207

Important

AI Copilot

150

Important

Alerts/Notifications

120

Important

Avid CRM

Top features

15/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/20743/Avidian/#features)

MortgageHalo

12/40

-   Activity Dashboard
-   AI Copilot
-   Alerts/Notifications
-   API
-   Calendar Management
-   Campaign Management
-   Contact Management
-   Customer Journey Mapping
-   Customizable Fields
-   Customizable Reports
-   Data Import/Export
-   Data Security
-   Document Storage
-   Drag & Drop
-   Email Management
-   Email Marketing
-   Email Templates
-   Forecasting
-   Generative AI
-   Interaction Tracking
-   Lead Capture
-   Lead Generation
-   Lead Management
-   Lead Qualification
-   Lead Scoring
-   Marketing Automation
-   Mobile Access
-   Multi-Channel Communication
-   Predictive Analytics
-   Quotes/Estimates
-   Referral Tracking
-   Reminders
-   Reporting/Analytics
-   Sales Pipeline Management
-   Sales Reports
-   Segmentation
-   Task Management
-   Territory Management
-   Third-Party Integrations
-   Workflow Management

[See all features](https://www.capterra.com/p/173535/MortgageHalo/#features)

### Recognition

No recognitions have been awarded to Avid CRM

No recognitions have been awarded to MortgageHalo

### Deployment & support

Avid CRM

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

MortgageHalo

Deployment

-   Cloud, SaaS, Web-Based
-   Desktop Mac
-   Desktop Windows
-   Desktop Linux
-   On-Premise Windows
-   On-Premise Linux
-   Desktop Chromebook
-   Mobile Android
-   Mobile iPhone
-   Mobile iPad

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

### Company Details

Avid CRM

-   By Avidian Technologies
-   Located in United States
-   Founded in 2002

MortgageHalo

-   By Halo Programs
-   Located in United States
-   Founded in 1973

## Popular Comparisons

[Avid CRM](https://www.capterra.com/p/20743/Avidian/)[4.08 (138)](https://www.capterra.com/p/20743/Avidian/reviews/)

vs

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3.9

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4.4

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3.9

Features

4.5

3.9

Ease of Use

4.8

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Contact vendor for pricing

3.9

Features

4.6

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Ease of Use

4.7

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Features

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Ease of Use

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vs

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Ease of Use

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Features

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