--- title: "Third Floor Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Third Floor Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/10031719/Third-Floor/" page_type: "product" language: "en" --- # Third Floor Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[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 \- ### Starting price 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://www.g2.com/products/third-floor/claim_requests/new?auto=true) ## 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. [4.4 (18,810)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price Contact vendor Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (1) Ease Of Use 4.0 (4,388) Value For Money 5.0 (1) Value For Money 4.0 (3,517) Customer Service 5.0 (1) Customer Service 4.1 (3,527) ## Third Floor alternatives [4.3 (6,999)](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 [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) [4.5 (4,487)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/152373/HubSpot-CRM/) [Kylas Sales CRM](https://www.capterra.com/p/210630/Kylas/) [4.8 (625)](https://www.capterra.com/p/210630/Kylas/reviews/) Starting price $250.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/210630/Kylas/) Highest Rated [Ploomes CRM](https://www.capterra.com/p/207290/Ploomes/) [4.9 (442)](https://www.capterra.com/p/207290/Ploomes/reviews/) Starting price $22.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/207290/Ploomes/) ## FAQs about Third Floor Features and Usability ### What are the key features of Third Floor? Third Floor offers AI Copilot and generative AI for content support, plus marketing automation, campaign management, and email marketing with templates. It also includes lead capture, lead management, segmentation, customer journey mapping, sales pipeline management, forecasting, reporting and analytics, workflow management, and third-party integrations. Getting Started and Support ### What training and onboarding options does Third Floor offer? Third Floor provides live online training sessions to help teams get started. Live online sessions support guided setup and allow trainers to walk users through features and basic workflows in real time. Getting Started and Support ### What customer support options does Third Floor offer? Third Floor provides email/help desk, a knowledge base, phone support, and chat. Support is described only through these listed channels, with no reviewer feedback available here to judge response speed, helpfulness, or common issues. Users can contact support by the channel that best fits their needs. ## Features AI summary Based on 14,838 CRM reviews Capterra data shows that buyers of CRM software rank the following features as their top priorities: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Third Floor supports **Data Security**. However, it does not include **Customer Database** or **Real-Time Data**. Instead, it offers **Contact Management** (**44%**), which gives teams a way to organize customer details and keep relationship information accessible. This can help businesses manage interactions more consistently while protecting sensitive information. 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 ### All Features - 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 - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Management: Manage, organize, and store contact information - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Data Security: Protect sensitive data for digital privacy - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Predictive Analytics: Predict future data based on historical data sets - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Segmentation: Group leads or contacts based on their specific characteristics - Task Management: Create, manage and track all task activities and progression - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: 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 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 AN 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. 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