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Surefire CRM

Top Rated Mortgage Marketing Engine

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Surefire CRM Overview

Surefire CRM is a dynamic customer relationship management software specifically designed for the mortgage industry. It distinguishes itself with its robust marketing automation, personalized content creation, and lead management capabilities. The platform offers a comprehensive suite of tools for mortgage professionals, including automated communication workflows, which ensure consistent engagement with clients and prospects. Its database segmentation feature allows for targeted marketing campaigns, enhancing customer retention and referral opportunities. Surefire CRM also integrates ... Show More

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Contact Details

  • Top of Mind
  • 2003
  • United States
  • 101-500

Support

  • Email
  • Phone
  • Chat
  • Knowledge Base
  • FAQs/Forum

Training

  • In-person
  • Webinar
  • Documentation

Licensing & Deployment

  • Proprietary
  • Cloud Hosted
  • Web-Based
  • iPhone
  • Android
  • Mac

Typical Customers

  • Self-Employed
  • Small-Business
  • Midsize-Business
  • Large-Enterprise-Business

Language Supported

English

Industries

Marketing & Advertising

Surefire CRM Features

  • Expense Tracking
  • Forecasting
  • Template Management
  • Relationship Tracking
  • Interaction Tracking
  • Access Controls/Permissions
  • Activity Tracking
  • Client Management
  • Collaboration Tools
  • Sales Reports
  • Email Management
  • CRM
  • Search/Filter
  • Email Marketing
  • Task Management
  • Document Management
  • Lead Management
  • Calendar Management
  • Customer Database
  • Campaign Management
  • Marketing Automation
  • Activity Dashboard
  • Territory Management
  • Contact Management
  • Pipeline Management
  • Lead Capture
  • For Financial Institutions
  • Financial Management
  • Third Party Loan Origination
  • Loan Origination
  • Activity Dashboard
  • Pipeline Management
  • Pricing Management
  • Pre-Qualification
  • Lender Search
  • Electronic Applications
  • Refinance Management
  • Payment Tracking
  • Document Storage
  • Property Tax Management
  • Contact Management
  • Marketing Automation
  • HUD Settlement Statements
  • Commercial Mortgages
  • Loan Management
  • Government Loans
  • Promissory Notes
  • Lead Management
  • Outsource Processing
  • Credit Reporting
  • Compliance Management
  • Escrow Management
  • Amortization Schedule
  • Customer Statements
  • Task Management
  • Client Database
  • Loan Servicing
  • Residential Mortgages
  • Accounting
  • CRM
  • Borrower Management
  • For Brokers

Surefire CRM Pricing

Pricing Type

  • Contact Vendor

Preferred Currency

  • USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Surefire CRM FAQ's

  • No, Surefire CRM does not offer a free version.

  • No, Surefire CRM does not offer any free trial.

  • No, Credit Card details are not required for the Surefire CRM trial.

  • Yes, Surefire CRM offers an API.

  • Surefire CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Surefire CRM offers training with the following options:
    • In-person , Webinar , Documentation

  • Surefire CRM supports the following languages:
    • English , Lithuanian

  • Following are the typical users of the Surefire CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Surefire CRM supports the following deployment:
    • Cloud Hosted

  • Surefire CRM supports the following mobile devices:
    • Web-Based , iPhone , Android