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Surefire CRM

Surefire CRM

Overview

What is Surefire CRM?

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…

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Recent Reviews

TrustRadius Insights

Amount of information stored and utilized: Users appreciate the vast amount of information that Surefire can store and utilize, finding it …
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Pricing

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What is Surefire CRM?

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…

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.topofmind.com/request-demo

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

Surefire CRM | Solutions for Enterprise Lenders

YouTube

SureFire CRM-Project Management.mp4

YouTube

Surefire CRM | Individual and Team Solutions

YouTube
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Product Details

What is Surefire CRM?

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 Available:
- Email and SMS Marketing Automation
- Lead Distribution and Management
- Customizable Video Marketing
- Curated Content Library of Marketing Content
- Integration with LOS, POS, PPE Software Systems

Surefire CRM Features

Sales Force Automation Features

  • Supported: Customer data management / contact management
  • Supported: Workflow management
  • Supported: Territory management
  • Supported: Opportunity management
  • Supported: Integration with email client (e.g., Outlook or Gmail)
  • Supported: Contract management
  • Supported: Interaction tracking
  • Supported: Channel / partner relationship management

Customer Service & Support Features

  • Supported: Help desk management

Marketing Automation Features

  • Supported: Lead management
  • Supported: Email marketing

CRM Project Management Features

  • Supported: Task management
  • Supported: Reporting

CRM Reporting & Analytics Features

  • Supported: Forecasting
  • Supported: Pipeline visualization
  • Supported: Customizable reports

Customization Features

  • Supported: Custom fields
  • Supported: Custom objects
  • Supported: Scripting environment
  • Supported: API for custom integration

Security Features

  • Supported: Role-based user permissions
  • Supported: Single sign-on capability

Integrations with 3rd-party Software Features

  • Supported: Marketing automation

Surefire CRM Screenshots

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Surefire CRM Videos

No need to spend years experimenting. Just use Top of Mind's experience instead. Any lender can use our Blueprints for Success to configure Surefire CRM for maximum marketing ROI. To learn more, reach out to sales@topofmind.com.
Surefire by Top of Mind is the #1 most-used mortgage CRM and marketing automation tool in the industry. It satisfies the requirements of large enterprise customers while still able to serve the needs of small teams. Watch this quick video to see Surefire in action and hear wh...
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Surefire CRM Competitors

Surefire CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Amount of information stored and utilized: Users appreciate the vast amount of information that Surefire can store and utilize, finding it great for marketing purposes in purchase and refinance related content. Many reviewers feel that this feature is a major advantage of using Surefire CRM.

Customizable nature: Users like the customizable nature of Surefire, allowing them to create their own fields, workflows, and marketing materials quickly. This flexibility is highly valued by many users who have mentioned it as one of the key strengths of Surefire.

Well laid out and easy to navigate: Users find the tool well laid out and easy to navigate, particularly in terms of contact management and sorting. Several reviewers have mentioned how intuitive the interface is, making it simple for them to manage contacts efficiently.

Difficult User Interface: Many users have expressed difficulties with the user interface of Encompass, particularly with features that were not properly described, causing confusion for new users. The lack of clear instructions and intuitive design has hindered their ability to navigate and utilize the platform effectively.

Bugs and Inconveniences: Numerous users have encountered various bugs and inconveniences while using Surefire. These issues range from difficulties in generating reports to experiencing a confusing and slow user experience. Such technical glitches have disrupted their workflow and added unnecessary frustration.

Steep Learning Curve: A significant number of users find Surefire overwhelming due to its abundance of features, resulting in a steep learning curve. Loan officers, in particular, feel that the platform is overly complex for their needs. This complexity makes it challenging for them to fully grasp and leverage all the functionalities efficiently.

Users of Surefire have made several recommendations based on their experiences with the platform. The most common recommendations include:

  1. Take advantage of Surefire's extensive capabilities and features. Users highly recommend Surefire for its vast array of features and tools, specifically tailored to the mortgage industry. The platform offers great flexibility with flyers and back-end settings compared to other systems, making it a valuable asset for businesses in this sector.

  2. Familiarize yourself with Surefire's documentation before integrating with other solutions. Users suggest reviewing Surefire's documentation thoroughly before integrating it with other systems. This step ensures a smoother integration process and maximizes the benefits of using Surefire alongside other solutions.

  3. Prepare dedicated staff to handle the learning curve. Users advise having dedicated staff members who can invest time and effort into mastering Surefire. While the platform offers great value, there is a learning curve associated with it. Having dedicated personnel can help navigate this learning curve effectively, ensuring optimal utilization of Surefire's capabilities.

These recommendations highlight the positive impact that Surefire can have on businesses in the mortgage industry while emphasizing the need for proper preparation and understanding of the platform's features and integration processes.

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