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Alteryx

CANDID CRM

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5/5

(3)

Alteryx

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CANDID CRM Reviews & Product Details

CANDID is the only mortgage marketing platform built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses. Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence. Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.

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Dan Fletcher

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G2 reviews are authentic and verified.

JR

Jonathan R.

Small-Business (50 or fewer emp.)

3/3/2025

"Use it everyday - Watch it work for you"

5/5

What do you like best about CANDID CRM?

Candid automates the things that are necessary, but not a good use of my time. And gives me more time for the things that ARE a good use of my time. Review collected by and hosted on G2.com.

What do you dislike about CANDID CRM?

Some initial setup, but nothing unexpected. Support team was responsive and helpful too. Review collected by and hosted on G2.com.

JM

Julie M.

Enterprise (> 1000 emp.)

2/27/2025

"Great product!"

5/5

What do you like best about CANDID CRM?

CANDID CRM is very helpful managing a large pipeline. Very useful with no downsides. Review collected by and hosted on G2.com.

What do you dislike about CANDID CRM?

Little to no downsides. I can't think of anything I would change about CANDID. Review collected by and hosted on G2.com.

CI

Verified User in Information Services

Enterprise (> 1000 emp.)

9/25/2024

"CANDID CRM Review"

5/5

What do you like best about CANDID CRM?

Candid CRM offers a centralized platform for managing client relationships, tracking projects, and streamlining communication within the organization. Review collected by and hosted on G2.com.

What do you dislike about CANDID CRM?

There are little to no negatives in Candid CRM Review collected by and hosted on G2.com.

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Financial Services CRM

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5/5

(3)

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