# Third Floor Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Third Floor Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/10031719/Third-Floor --- # Third Floor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Third Floor ## What is Third Floor? Third Floor is a mortgage customer relationship management solution designed specifically for loan officers. The platform features AI-based automation that focuses on revenue-driving activities including lead capture, follow-up, and deal flow visibility. Third Floor includes specialized tools such as rate-tracking and alerts that identify potential opportunities within existing databases, helping loan officers discover leads ready to engage, partners prepared to refer, and clients suitable for refinancing. The system centralizes mortgage business operations with pre-built workflows and dashboards, while unifying existing technology tools into a single platform. ## What is Third Floor used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Third Floor?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.thirdfloor.ai&name=Third Floor) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Third Floor 5.0 (1) VS. [4.5 (4,458)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price Contact vendor Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.4 (4,359) Value For Money 5.0 (1) Value For Money 4.3 (3,493) Customer Service 5.0 (1) Customer Service 4.4 (3,502) ## Third Floor alternatives [4.4 (18,782)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,973)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (730)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.6 (3,445)](https://www.capterra.com/p/132996/brevo/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Workflow Management 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Third Floor 35 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Manage, organize, and store contact information Visualize and analyze customer experience across all touchpoints and channels Customize data fields to support various needs and use cases Alter the layout and content of reports Import and export data to and from software applications Protect sensitive data for digital privacy Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Form predictions based on past and present data/trends Use AI to generate content in the form of text, images, videos, etc. Track interaction history by documenting conversations for contacts Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Score a lead on their quality or likelihood to buy based on certain behaviors Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Predict future data based on historical data sets Log and store the source of contacts/leads Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Group leads or contacts based on their specific characteristics Create, manage and track all task activities and progression Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 5.0 (1) 5.0 Based on 1 reviews ## Pricing Value for money 5.0 (1) ### Starting price Contact vendor for pricing Free trial not available Value for money 5.0 (1) 5.0 Based on 1 reviews 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. ## Support, customer service and training options Customer Service 5.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (1) 5.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent AU Anonymous User COO Staffing and Recruiting ### "Custom pipelines save us so much time!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 14, 2025 The relief comes from having everything centralized. I don’t have to chase team members or dig through separate systems because everything lives in one place. We’ve been using Third Floor for two years. Before that, we tried Jungo briefly, but it was really just a basic tool for storing contact info and past rates, it didn’t help us move applications efficiently at all. Pros The biggest advantage of Third Floor for us has been how smoothly our custom workflow runs automatically. When a client starts an application, they’re immediately moved into an “application started” stage, and we can send reminders or updates directly through Third Floor. Once documents are uploaded, the file shifts to “docs uploaded,” and then to “ready for setup.” It’s cut down on so much back-and-forth emailing, it’s a huge time-saver. Cons Not much to speak of at the moment. So far, I've been very happy with the product. Tons of customization options, but also easy to get started right out of the gate. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)