Surefire CRM vs. Total Expert

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Surefire CRM
Score 0.0 out of 10
N/A
Surefire CRM by Top of Mind Networks is a marketing automation and creative content solution for the mortgage industry. From individuals to enterprise lenders, Top of Mind's Surefire CRM aims to help thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With its workflows and content, the vendor states mortgage professionals will be able to maintain and deepen their emotional connections with clients. Services…N/A
Total Expert
Score 9.8 out of 10
N/A
Total Expert in St.Louis Park is a fintech software company that offers a Marketing Operating System (MOS) purpose built for the financial services industry. The platform enables customer facing teams (sales), marketing and compliance to work together to deliver marketing campaigns and engagement that is relevant to each unique customer based on their stage in life. Unlike CRM systems and marketing tools built to serve multiple industries, Total Expert focuses on the unique needs of financial…N/A
Pricing
Surefire CRMTotal Expert
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Surefire CRMTotal Expert
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
User Ratings
Surefire CRMTotal Expert
Likelihood to Recommend
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
Surefire CRMTotal Expert
Likelihood to Recommend
Surefire CRM by Top of Mind Networks
No answers on this topic
Total Expert
It is well suited to mass marketing and as a database. Also well suited to parsing the database into sub categories. I also like its ability to schedule marketing at specific times and days. It is not as well suited for listing print material. Listing meaning grabbing from MLS listings.
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Pros
Surefire CRM by Top of Mind Networks
No answers on this topic
Total Expert
  • Database
  • Customer Service is pretty good
  • Mass emailing
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Cons
Surefire CRM by Top of Mind Networks
No answers on this topic
Total Expert
  • To create co-branded material without having to have realtor opt-in first
  • Home flyers are difficult to use. List reports is much easier
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Alternatives Considered
Surefire CRM by Top of Mind Networks
No answers on this topic
Total Expert
Total Expert was chosen by management and for good reason. I didn't like Follow Up Boss because Total Expert was much more intuitive and also much more integrated with the other programs we use (Encompass, Rebel I Q, Sales Boomerang, etc). Its just a much better program overall than Follow Up Boss
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Return on Investment
Surefire CRM by Top of Mind Networks
No answers on this topic
Total Expert
  • Increased engagement with prospects
  • Increased engagement with realtors
  • Increased reach with realtors and clients
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ScreenShots

Surefire CRM Screenshots

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