Surefire CRM vs. Total Expert

Surefire CRM

Total Expert

4 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Surefire CRM	N/A	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	Score9 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 CRM

Total Expert

No answers on this topic

No answers on this topic

Pricing Offerings
Surefire CRM	Total Expert
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

No setup fee

No setup fee

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Best Alternatives
	Surefire CRM	Total Expert
Small Businesses	Salesflare Score10 out of 10	No answers on this topic
Medium-sized Companies	Kintone Score9.7 out of 10	No answers on this topic
Enterprises	Oracle Sales Score8.9 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Surefire CRM	Total Expert
Likelihood to Recommend	- (0 ratings)	10.0 (1 ratings)

User Testimonials
	Surefire CRM	Total Expert
Likelihood to Recommend	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. Incentivized John Geanakos Mortgage Loan Originator Read full review
Pros	Top of Mind Networks No answers on this topic	Total Expert Database Customer Service is pretty good Mass emailing Incentivized John Geanakos Mortgage Loan Originator Read full review
Cons	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 Incentivized John Geanakos Mortgage Loan Originator Read full review
Alternatives Considered	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 Incentivized John Geanakos Mortgage Loan Originator Read full review
Return on Investment	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 Incentivized John Geanakos Mortgage Loan Originator Read full review
ScreenShots	Surefire CRM Screenshots