Top Surefire CRM Alternatives & Competitors

Finding the right software for your business can be challenging, and while Surefire CRM is a popular choice, it may not be the perfect fit for everyone. If you're exploring Surefire CRM alternatives, you're in the right place. We’ve compiled a list of the top competitors that offer similar features, pricing, and benefits. Compare the best alternatives to Surefire CRM and discover the ideal solution tailored to your needs.

Surefire CRM is also listed in these categories:

Last Updated: October 04, 2025

Popular Alternative Software

BNTouch Mortgage CRM

BNTouch Mortgage CRM

$165 Per month

Calyx Point

Calyx Point

Contact Vendor

Creatio

Creatio

$25 Per month

All Competitors and Alternatives to Surefire CRM

All-in-One CRM - Marketing, Sales & Support Software

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read more about EngageBay CRM

Free Trial

Available

Pricing Type

$12.74 Per month

Location

United States

Leading small business CRM and automation platform

Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals.... Read more about Keap

Free Trial

14 Days

Pricing Type

$249 Per month

Location

United States

#1 Marketing Platform® for Small Business

Marketing 360 is a versatile software designed for small to medium-sized businesses, offering a comprehensive suite of marketing tools. It streamlines digital marketing with its user-friendly interface, allowing users to manage social media, create websites, and track SEO performance all in one place. The software features powerful analytics, providing insights into customer behavior and campaign ... Read more about Marketing 360

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

The Work Management Software To Maximize Business Efficiency

monday.com is a versatile work operating system designed to streamline collaboration and project management. Its colorful and intuitive interface simplifies complex workflows, offering customizable boards to fit various team needs. From task tracking to project timelines, monday.com adapts to your unique processes. Team members can easily communicate, share files, and update progress in real-time,... Read more about monday.com

Free Trial

Available

Pricing Type

$9 Per month

Location

Israel

Multi-Channel Marketing Automation Platform

SendPulse stands out as a multifaceted email marketing software tailored for businesses seeking to enhance their digital communication. It's known for its user-friendly interface, appealing to both beginners and seasoned marketers. A key feature is the drag-and-drop email editor, enabling the creation of attractive, professional emails with ease. SendPulse offers a diverse array of customizable te... Read more about SendPulse

Free Trial

NA

Pricing Type

Free

Location

United States

Spotler CRM is a customer relationship management software designed to help businesses improve customer engagement and streamline their sales and marketing processes. It offers tools for managing leads, tracking customer interactions, and automating marketing campaigns. Spotler CRM integrates with popular email marketing platforms, allowing businesses to create personalized campaigns based on cust... Read more about Spotler CRM

Free Trial

Available

Pricing Type

$0 Per month

Location

Netherlands

Market Leader in Loan Servicing & Origination Software

The Mortgage Office is a comprehensive software solution tailored for the mortgage industry offering a seamless blend of loan servicing and origination features. It stands out for its user-friendly interface, enabling effortless management of loan portfolios of any size. Key features include automated loan calculations, detailed payment tracking, and robust reporting tools, ensuring accuracy and c... Read more about The Mortgage Office

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Purpose-Built Customer Engagement Platform

Total Expert is a comprehensive marketing and customer engagement platform primarily designed for financial institutions like banks, lenders, and credit unions. It uniquely combines marketing automation, CRM, and compliance management into a single, integrated solution. The platform excels in personalizing customer interactions, utilizing data-driven insights to tailor marketing campaigns and comm... Read more about Total Expert

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Best Marketing Automation Platform

User.com is a comprehensive software platform designed to streamline business operations and enhance customer engagement. It's an all-in-one solution that combines advanced CRM (Customer Relationship Management) capabilities, marketing automation, and live chat tools. The platform excels in personalizing customer interactions, ensuring that each touchpoint is tailored and relevant. With User.com, ... Read more about User.com

Free Trial

NA

Pricing Type

Contact Vendor

Location

France

All-in-one free platform to manage your team and run your sales

Bitrix24 is a versatile business management platform designed to streamline tasks and boost team collaboration. It serves as a centralized hub, integrating tools for communication, project management, and customer relationship management. With features like file sharing, automation, calendars, and task tracking, Bitrix24 simplifies daily operations for businesses of all sizes. Its user-friendly in... Read more about Bitrix24

Free Trial

15 Days

Pricing Type

$1990 Per month

Location

United States

Captafi is a robust loan origination software designed to simplify and automate the loan application and approval process for financial institutions. The platform enables lenders to efficiently manage the entire loan lifecycle, from initial application to final approval, ensuring faster processing times and reduced manual errors. Captafi’s user-friendly interface allows loan officers to quickly ... Read more about Captafi

Free Trial

Available

Pricing Type

$25 Per user

Location

United States

FAQs About Surefire CRM Alternatives

Some of the best alternatives to Surefire CRM include monday.com, Bitrix24, SendPulse, User.com, Keap, Creatio CRM, LeadSquared, Marketing 360, EngageBay CRM, Spotler CRM, Total Expert, The Mortgage Office and Captafi. These alternatives offer similar features, better pricing, and more flexibility depending on your business needs.

There are various reasons why users look for alternatives to Surefire CRM, such as pricing concerns, missing features, better integration options, or improved customer support. Exploring alternative solutions ensures that businesses find the best fit for their specific requirements.

Yes! Depending on the product, you may find:

  • Fully Free Software like SendPulse (no subscription required).
  • Free Trial options like monday.com, Bitrix24, Keap, Creatio CRM, EngageBay CRM, Spotler CRM and Captafi (test premium features before subscribing).

These no-cost or low-cost alternatives can be ideal for startups and small businesses with budget constraints, but often come with feature limitations or usage caps. Always check each option’s details to ensure it fits your specific needs.

Small businesses looking for an easy-to-use and cost-effective alternative to Surefire CRM can consider monday.com, Bitrix24, SendPulse, User.com, Keap, Creatio CRM, LeadSquared, Marketing 360, EngageBay CRM, Spotler CRM, Total Expert, The Mortgage Office and Captafi. These software options offer affordable pricing, simple setup, and essential business features tailored for growing teams.

Enterprises seeking a robust alternative to Surefire CRM can explore monday.com, Bitrix24, SendPulse, User.com, Marketing 360, Total Expert and The Mortgage Office. These platforms offer scalability, advanced automation, top-tier security, and enterprise-grade customer support to meet large-scale business needs.

Some of the best cloud-based alternatives to Surefire CRM include monday.com, Bitrix24, SendPulse, User.com, Keap, Creatio CRM, LeadSquared, Marketing 360, EngageBay CRM, Spotler CRM, Total Expert, The Mortgage Office and Captafi. These platforms offer seamless remote access, real-time collaboration, automatic updates, and enhanced security for smooth software management.

Yes, most Surefire CRM alternatives provide mobile apps for iOS and Android. Options like monday.com, Bitrix24, SendPulse, User.com, Keap, Creatio CRM, LeadSquared, Marketing 360 and The Mortgage Office offer full-featured mobile applications that allow users to manage tasks, track progress, and collaborate on the go.

In conclusion, while Surefire CRM offers robust features tailored for the mortgage and real estate industries, it's essential to consider alternatives like monday.com, Bitrix24, and Keap, which provide versatile project management and automation capabilities. EngageBay CRM and Total Expert excel in marketing integration, while SendPulse and User.com focus on communication and engagement. Marketing 360 and The Mortgage Office cater specifically to niche markets, and Spotler CRM and Captafi offer unique functionalities. Evaluating these options will help businesses find the best fit for their specific needs and objectives.