Coming from a "more corporate" CRM to Insellerate has been a game changer for us. This is a major change for any mortgage company/call center, but we just didn't feel we were getting any traction with the old corporate CRM we left. They weren't innovating...they hadn't done anything new in 10 years, so it was time for a change. After getting through the standard system change issues and grumbling from our agents, Insellerate has become a well-liked and widely used asset to the company. We were also able to consolidate features we used from a handful of vendors into one offering from Insellerate, which makes managing the technology stack way more manageable. I strongly recommend you take a look. Review collected by and hosted on G2.com.

Development requests take a while, but I think that's normal for any system. They do a great job of communicating their roadmap to their customers so you always know what's coming next. Review collected by and hosted on G2.com.