---
description: Learn more about Third Floor pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Third Floor Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [CRM Software](/directory/2/customer-relationship-management/software) > [Third Floor](/software/1078307/Third-Floor)

# Third Floor

Canonical: https://www.capterra.ca/software/1078307/Third-Floor

> CRM solution that helps loan officers and mortgage businesses capture leads, close deals, and uncover hidden opportunities.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support Software | 5.0/5 | Based on overall reviews |
| Value for Money | 5.0/5 | Based on overall reviews |
| Features | 5.0/5 | Based on overall reviews |
| Recommendation percentage | 100% | (10/10 Likelihood to recommend) |

## About the vendor

- **Company**: Third Floor Technology

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200, 201–500
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: Arabic, Chinese, English, French, German, Hindi, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Vietnamese
- **Available Countries**: United States

## Features

- Activity Dashboard
- Contact Management Software
- Data Import/Export
- Email Management Software
- Interaction Tracking
- Lead Management Software
- Lead Qualification
- Mobile Access
- Reporting/Analytics
- Sales Pipeline Management
- Segmentation
- Task Management Software
- Workflow Management Software

## Support Options

- Email/Help Desk
- Knowledge Base Software
- Phone Support
- Chat

## Category

- [CRM Software](https://www.capterra.ca/directory/2/customer-relationship-management/software)

## Alternatives

1. [HubSpot CRM](https://www.capterra.ca/software/152373/hubspot-crm) — 4.5/5 (4453 reviews)
2. [Salesforce Sales Cloud](https://www.capterra.ca/software/61368/salesforce) — 4.4/5 (18768 reviews)
3. [Odoo](https://www.capterra.ca/software/135618/odoo) — 4.2/5 (1294 reviews)
4. [Daylite for Mac](https://www.capterra.ca/software/116272/daylite-for-mac) — 4.6/5 (361 reviews)
5. [monday CRM](https://www.capterra.ca/software/1024614/monday-crm) — 4.7/5 (453 reviews)

## Reviews

### "Custom pipelines save us so much time\!" — 5.0/5

> **Verified Reviewer** | *August 14, 2025* | Staffing & Recruiting | Recommendation rating: 10.0/10
> 
> **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.
> 
> 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.

## Links

- [View on Capterra](https://www.capterra.ca/software/1078307/Third-Floor)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.capterra.com/p/10031719/Third-Floor/> |
| en-AE | <https://www.capterra.ae/software/1078307/Third-Floor> |
| en-AU | <https://www.capterra.com.au/software/1078307/Third-Floor> |
| en-CA | <https://www.capterra.ca/software/1078307/Third-Floor> |
| en-GB | <https://www.capterra.co.uk/software/1078307/Third-Floor> |
| en-IE | <https://www.capterra.ie/software/1078307/Third-Floor> |
| en-IL | <https://www.capterra.co.il/software/1078307/Third-Floor> |
| en-IN | <https://www.capterra.in/software/1078307/Third-Floor> |
| en-NZ | <https://www.capterra.co.nz/software/1078307/Third-Floor> |
| en-SG | <https://www.capterra.com.sg/software/1078307/Third-Floor> |
| en-ZA | <https://www.capterra.co.za/software/1078307/Third-Floor> |

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