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Salesforce Sales Cloud vs 1Solution Mortgage Software Comparison (2026)
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Good recommendations?
Salesforce Sales Cloud
4.4
(18.8K)5
10.3K
4
6.4K
3
1.5K
2
264
1
166
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
1Solution Mortgage Software
5.0
(1)5
1
4
0
3
0
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
Salesforce Sales Cloud gives you a 360° view of your contacts, pulling in social activity, campaign and communication history, key contacts & deals, and more.
Mortgage CRM for brokers and loan officers. Manage leads, customers, partners, communication, and recruitment in one platform.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
Pricing
User reviews
4.4
18.8K
5
4
3
2
1
10.3K
6.4K
1.5K
264
166
- Value for money
- Ease of use
- Features
- Customer support
71%
would recommend this app5.0
1
5
4
3
2
1
1
0
0
0
0
- Value for money
- Ease of use
- Features
- Customer support
100%
would recommend this appPros
“It is a powerful CRM that helps organize sales processes, improve visibility, and keep customer information structured. Once users understand the system and the workflows are configured properly, it becomes a strong tool for managing customer relationships, tracking opportunities, and improving collaboration across teams.”
Basel E.
IT
“With salesforce cloud , i can see complete view of the customer in seconds like there their billing history , previous conversation , outstanding bill , even the payment link and also its lot easier to update payment methods.”
AD
Arnold D.
Collection lead Iqor
“Salesforce Sales Cloud is a robust and enterprise-grade CRM solution that significantly improves sales process visibility and management. While it requires time to learn and properly configure, it becomes a highly effective tool for tracking pipelines, automating workflows, and generating insights once fully implemented.”
SS
Swaminathan S.
ERC Sr. Associate
Pros
Not enoughreviews yet
Cons
“The main drawbacks are the high total cost of ownership and the steep learning curve, as essential features often require expensive add-ons and a dedicated administrator to manage the complex setup. Despite the modern UI, the platform can still feel cluttered and unintuitive, requiring significant training for new users to navigate daily tasks efficiently.”
RAUL M.
Software support
“Salesforce is a sort of everything for everyone CRM which means it does not have a solid interface, but one that is customizable, but at the same time very disorganized”
Toni M.
Director of Market Research
“One minor complaint I have is that the reporting features can be a bit clunky at times, and it took a bit to figure out how to get the data we needed.”
IW
Isla W.
Sales Operations Manager
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review8 days ago
- Vendor responds to reviews
- Last review4 months ago
Key features
- Total features180
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Amortization Schedule
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Borrower Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commercial Mortgages
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Reporting
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Electronic Applications
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Government Loans
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lender Search
- Listing Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multiple Projects
- Onboarding
- Online Applications
- Opportunity Management
- Outsource Processing
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Pricing Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Search/Filter
- Secure Data Storage
- Task Management
- Template Management
- Workflow Management
- Total features59
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Reporting
- Agent Management
- Alerts/Notifications
- Amortization Schedule
- Appointment Scheduling
- Approval Process Control
- Assignment Management
- Audience Targeting
- Audit Trail
- Auto-Dialer
- Automatic Call Distribution
- Batch Processing
- Bid Management
- Borrower Management
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call List Management
- Call Logging
- Call Management
- Call Monitoring
- Call Recording
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Catalog Management
- Change Order Management
- Channel Management
- Chat/Messaging
- Client Database
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commercial Mortgages
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Management
- Configurable Workflow
- Contact Database
- Contact Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Reporting
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Portal
- Customer Profiles
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable Fields
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Electronic Applications
- Electronic Signature
- Email Alerts
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Estimating
- Exception Reporting
- Field Sales Management
- Financial Management
- For AEC Industry
- For Borrowers
- For Brokers
- For Insurance Industry
- For Mac Devices
- For Real Estate
- For Real Estate Agencies
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Goal Management
- Government Loans
- Graphical Data Presentation
- Inbox Management
- Interaction Tracking
- Internal Chat Integration
- Job Costing
- Job Scheduling
- Key Performance Indicators
- Knowledge Base Management
- Knowledge Management
- Landing Pages/Web Forms
- Lead Assignment
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Lender Search
- Listing Management
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Marketing Automation
- Medical History Records
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Branch
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Marketing
- Multi-Company
- Multi-Currency
- Multiple Projects
- Onboarding
- Online Applications
- Opportunity Management
- Outsource Processing
- Patient Communications
- Patient Management
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Pre-Qualification
- Predictive Analytics
- Presentation Tools
- Price Optimization
- Pricing Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Projections
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Purchase Order Management
- Quotes/Estimates
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Recommendations
- Referral Tracking
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Residential Mortgages
- Role-Based Permissions
- Sales Activity Management
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Onboarding & Training
- Search/Filter
- Secure Data Storage
- Task Management
- Template Management
- Workflow Management
Integrations
- Total integrations36
- Birdeye
- Box
- ClearSlide
- Conga Composer
- Crowdstack Pro
- Docusign
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Gong
- Google Drive
- Google Workspace
- HubSpot Marketing Hub
- Litmos
- Microsoft Outlook
- Outreach
- Professional Services Cloud
- QuickBooks Online
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesloft
- Slack
- Smartsheet
- SurveyMonkey
- Tableau
- Twilio
- Twilio Flex
- Veeva CRM
- Webinato
- WordPress
- Yesware
- Zapier
- ZoomInfo Sales
- Total integrations2
- Birdeye
- Box
- ClearSlide
- Conga Composer
- Crowdstack Pro
- Docusign
- Dropbox
- Eventbrite
- Evernote Teams
- Expensify
- Five9
- GetFeedback
- Gmail
- GoTo Meeting
- Gong
- Google Drive
- Google Workspace
- HubSpot Marketing Hub
- Litmos
- Microsoft Outlook
- Outreach
- Professional Services Cloud
- QuickBooks Online
- Salesforce Marketing Cloud
- Salesforce Marketing Cloud Account Engagement
- Salesloft
- Slack
- Smartsheet
- SurveyMonkey
- Tableau
- Twilio
- Twilio Flex
- Veeva CRM
- Webinato
- WordPress
- Yesware
- Zapier
- ZoomInfo Sales
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