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Surefire CRM

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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 seamlessly with various loan origination systems, enabling efficient data transfer and management. Key features include interactive mortgage calculators, compliance-friendly content libraries, and performance-tracking analytics, making it a well-rounded solution for mortgage professionals seeking to boost client relations and streamline their marketing efforts.

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Surefire CRM Screenshot & Video

Contact Details

  • Vendor Name Top of Mind
  • Founded 2003
  • Location United States
  • Employees 101-500

Support

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

Training

  • In-person In-person
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

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

Typical Customers

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

Languages Supported

English

Industries

Marketing & Advertising

Surefire CRM Features

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

Surefire CRM Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA
Pricing Page   Demo Page  

Top Surefire CRM Alternatives

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Surefire CRM FAQs

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 seamlessly with various loan origination systems, enabling efficient data transfer and management. Key features include interactive mortgage calculators, compliance-friendly content libraries, and performance-tracking analytics, making it a well-rounded solution for mortgage professionals seeking to boost client relations and streamline their marketing efforts.

  • 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 , FAQs/Forum

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

  • Surefire CRM supports the following languages:
    • English

  • 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 devices and operating systems:
    • Web-Based , iPhone , Android , Mac