Overview

About Surefire CRM

Surefire CRM by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Top of Mind's Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly 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 Award Winning Marketing Content - Integration with LOS, POS, PPE Software Systems - And So Much More.

At a glance

Software information

Industries served, licensing and the support Surefire CRM provides.

Industries

Consumer-services
Marketing-advertising

Licensing

Proprietary
Quote Based

Support

Live Chat
24x7 Support

Training

Help Guides
Video Guides
Blogs
Webinars
On-Site Training

Knowledge Base

Help Guides
Video Guides
Blogs
On-Site Training

Languages (1)

English

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Capabilities

Surefire CRM features

The full feature set, grouped by module.

CRM Software

Calendar & Task
Contact Management
Collaboration Tools
Custom Dashboard
Email Integration
File Management
Forecasting & Analytics
Lead Management
Pipeline Management
Reporting
Sales Automation
Security
Workflow Automation

Email Marketing Software

A/B Testing
Auto-Responders
Automation
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Templates

Lead Management Software

Contact Management
Lead Distribution
Lead Nurturing
Lead Segmentation
Pipeline Management
Reporting & Analytics
Sales Tracking
Source Tracking

Social Media Marketing Software

Boosting
Campaign Management
Collaboration
Content Curation
Engagement
Listening
Monitoring
Multi-Account Management
Publishing Management
Social Analytics
Team Management

Digital Asset Management Software

Access Control
Asset Categorization
Asset Library
Asset Sharing
Branding
Reporting & Analytics
Search/Filter
Version Control
Workflow Management

Social Media Management Software

Brand Tracking
Campaign Management
Collaboration
Content Management
Customer Engagement
Multi-Account Management
Post Scheduling
Publishing Management
Reporting & Analytics
Social Media Monitoring

Loan Origination Software

Audit Trail
Compliance Management
Customer Management
Document Management

Appointment Reminder Software

Application Integrations
Appointment Confirmation
Appointment Reminders
Automated Scheduling
Calendar Management
Contact Database
Group Bookings
Live Reports
Mobile Compatibility

Customer Loyalty Software

Activity Tracking
CRM
Membership Management
Referral Tracking

Lead Generation Software

Contact Database
Landing Page Builder
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Lead Verification/Validation
Pipeline Management
Prospecting Tools
Reporting & Analytics

Customer Engagement Software

Communication Management
Content Creation
Feedback Management
Gamification
Reporting/Analytics
Self Services
Video Support

Customer Experience Software

Action Management
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Data Collection
Predictive Analytics
Reporting & Analytics
Survey/Poll Management

Plans

Surefire CRM pricing

Free Version

Payment Frequency

Quote Based

Preferred Currency

USD ($)

Vendor pricing page

Works with

Integrations

Surefire CRM connects with the tools your team already uses.

Salesforce CRM

Media

Screenshots & video

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