# CasePRO Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CasePRO the right Workflow Management solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/172511/CasePRO/reviews --- CasePRO 4.6 (13) [View alternatives](https://www.capterra.com/p/172511/CasePRO/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CasePRO Ease of use 4.8 Customer Service 4.8 ## Showing most helpful reviews Showing 1-13 of 13 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MN Matthew N. Mortgage Adviser Financial Services Used the software for: 2+ years ### "Case PRO" May 5, 2020 4.0 Case PRO is a very useful software which helps us as a business be as efficient as possible. It helps us on a daily basis to know what to do and keeps track of all our progress. It's great for monitoring figures which have been submitted and staying organised so we don't miss any clients/work. Overall my experience with case pro is very positive. Pros It's very easy to learn and is great for organizing your work queue of tasks to be prepared for the day. It has a lot of functions that are very useful and help us on a day to day basis with what we do. Cons Sometimes the system can run slow while updates are being made and while problems are being fixed. However normally when we have issues \[SENSITIVE CONTENT HIDDEN\] is quick to fix these so they don't cause a problem for a longer period of time. Review Source AG Alex G. Trainee Mortgage Adviser Financial Services Used the software for: 1-2 years ### "Easy to use, very simple." May 5, 2020 4.0 Casepro is always adapting and becoming better, but I think its is an easy to use software and most people can pick up the basics right away. I think some features could be added to make the process smoother but as long as you follow the processes, it will run smoothly. Pros Casepro is easy to use and keep organised. The software is very easy to use and understand, it has a lot of features which can be very helpful. Cons Creating reports can be somewhat confusing if you are not sure what you are looking at. If a task is accidentally deleted or successed, there is no easy way to revert this. This is also the case for some other features such as changing case types. Pressing the buttons by mistake will change everything and it is very difficult to undo this. Review Source SF Sam F. Sales and Marketing Director Used the software for: 2+ years ### "Overall very positive and has made office functionality much smoother and formalised. " February 22, 2018 3.0 Easy access to client information Building of marketing database Easy to access accounting information Pros Advanced Software delivered a solution that no one else seemed to be able to deliver, bespoke to our needs. Easy to use Easy to modify as things develop. Cons Seems very unstable and prone to errors or breakdown. Feels like the new version has been released too early. A simplified mobile version would be nice. Review Source CJ Charlotte J. Mortgage and Protection Specialist Financial Services Used the software for: 2+ years ### "Case Pro is amazing ! " May 5, 2020 5.0 Great service and a great system, \[SENSITIVE CONTENT HIDDEN\] is excellent at what he does. Pros You can get support in the evening and weekends if necessary. The system is easy to use and navigate. The view reports section is brilliant to help keep track of everything. I like that case pro is able to be modified to fit your business model. Cons Case pro works perfectly for our business needs, there is nothing I dislike about case pro. The great thing about it is, if there is something that doesn't fit correctly, it can be changed. Review Source AG Aime G. Mortgage Advisor Financial Services Used the software for: 2+ years ### "Great software for the purpose I need!" May 11, 2020 4.0 Pros It is a brilliant software to keep client details on in the high volume we use it for. You can mould it to exactly what you need it for (work flow tasks). Cons As are most things, it can be timely to get working exactly how is needed. However that is why there is a 5\* for customer service, whenever something is slightly wrong it gets fixed in a timely manner. Reason for choosing CasePRO I used to use another software at another company, it was online based at which point if the internet went down that would also stop working. That is a great thing with CasePro even without the internet I can still speak to clients and take their initial enquiry. Review Source AH Adam H. Managing Director Financial Services Used the software for: 2+ years ### "CasePro Review" May 5, 2020 5.0 Incredible, there is now not a single part of our operation that is not fully run through and automated by CasePro Pros The speed and ease at what we can constantly process large volumes of data and mould to manage our internal processes Cons As we have continuously evolved and added numerous new client fields, it has slowed up a tad. Review Source AW Alex W. Mortgage Adviser Financial Services Used the software for: 2+ years ### "Great!" May 5, 2020 5.0 Like I say, great system. Would always recommend to anyone! Great customer service as well, can get support at anytime of the day Pros Great system, very easy to use! Things can be added to the system whenever you need to update etc Cons Nothing I can think of Review Source LR Lee R. Mortgage Advisor Financial Services Used the software for: 2+ years ### "Great Casepro" May 5, 2020 5.0 Pros The ease of use and versatility, the company is always looking to evole and casepro moves with us. Cons None - If any arise it can be sorted very quickly by \[SENSITIVE CONTENT HIDDEN\] Review Source DW David W. Mortgage broker Financial Services Used the software for: 2+ years ### "Game changing software" May 5, 2020 5.0 Fantastic software and hands on support Pros The adaptability of casePRO is a standout feature. Cons The appearance isn't overly polished however it is extremely functional Review Source SM Stewart M. Managing Director Management Consulting Used the software for: 6-12 months ### "Easily automates business processes" June 1, 2020 5.0 Pros Set up is quick and relatively low cost, as are modifications - huge amount of flexibility that allows us to work the way we want to work - no bugs or problems - seems bullet proof. Customer support has been very good. Cons As it is a bit like a software toolkit - it takes a little while to understand how flexible it is. Review Source LC Lee C. director Used the software for: 6-12 months ### "taking us a while to get where we want but its looking good now" February 19, 2018 5.0 Pros how easy it is to make changes to get it how we want it, we also like that's its backed up on the cloud so we have safe if anything happens to our pc's Cons so far so good, it would have been getting to get things set up sooner but we undertand that some things are not easy to work out, we are an estate agent and we knew you did not have one on board already Review Source AL Angela L. Mortgage Advisor and Protection Specialist Financial Services Used the software for: 6-12 months ### "Casepro" May 5, 2020 5.0 Pros Would not want to work without casepro its fantastic. Cons Cant think of a downside, this product is very good. Review Source EG Elizabeth G. Co-Founder/partner Used the software for: 6-12 months ### "The team at CasePro is very professional and diligent. The software is user friendly." February 15, 2018 5.0 It's very easy to navigate. The customer service is very responsive and helpful. Pros We are a PR agency in the U.S. and the team at CasePro worked to tailor the software to meet our unique needs. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.