Link copied to clipboard # Surefire CRM vs Total Expert Comparison - What are their main differences? Share [ Export ](/compare/surefire-crm/total-expert/export.csv) Surefire CRMTotal Expert[+ Add Product](#) Pricing **Surefire CRM** No pricing available **Total Expert** **Contact Us** Per Month · Contact Us **Pricing Insights** from reviews Time to Implement **Surefire CRM** 4 monthsFaster Based on 7 responses **Total Expert** 5 months Based on 54 responses Return on Investment **Surefire CRM** 19 months Based on 5 responses **Total Expert** 19 months Based on 44 responses Perceived Cost **Surefire CRM** Not enough reviews yet **Total Expert** $$$$$ Average Discount **Surefire CRM** Not enough reviews yet **Total Expert** 14% **Pros & Cons** from reviews **Surefire CRM** Not enough data **Total Expert** [ Ease of Use (15) ](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449688&qs=pros-and-cons#reviews)[ Customer Support (11) ](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449541&qs=pros-and-cons#reviews)[ Learning Curve (5) ](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449615&qs=pros-and-cons#reviews)[ Not Intuitive (5) ](https://www.g2.com/products/total-expert/reviews?filters%5Bsentiment_snippet%5D=1449778&qs=pros-and-cons#reviews) Integrations **Surefire CRM** Not enough data **Total Expert** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0924cd0947382d503bf810b7b35b681e/adwerx.png "Product Avatar Image") AdWerx ](https://www.g2.com/products/adwerx/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_637d6a3179f04c22c82f6327a286b6ad/applied-epic.png "Product Avatar Image") Applied Epic ](https://www.g2.com/products/applied-epic/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_8b5a56f3c6394e4c723bd13ee890e4be/bankingbridge.png "Product Avatar Image") BankingBridge ](https://www.g2.com/products/bankingbridge/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0fb8a8049f2928461a8a7f3d7b881f77/birdeye.jpg "Product Avatar Image") Birdeye ](https://www.g2.com/products/birdeye/reviews)[ View all ](https://www.g2.com/products/total-expert/integrations) Screenshots **Surefire CRM** ![Surefire CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/155002/Screen-Capture-for-Product-Computer-Display..PNG) **Total Expert** ![Total Expert screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/1960291/Screenshot_2026-10-26_at_12.18.32_PM.png) **Ratings** from reviews Meets Requirements **Surefire CRM** 7.9 7.913 **Total Expert** 8.4 8.4140 Ease of Use **Surefire CRM** 6.7 6.714 **Total Expert** 8.3 8.3140 Ease of Setup **Surefire CRM** 7.0 7.09 **Total Expert** 7.7 7.7108 Ease of Admin **Surefire CRM** 7.0 7.010 **Total Expert** 8.4 8.4103 Quality of Support **Surefire CRM** 7.3 7.314 **Total Expert** 8.6 8.6131 Has the product been a good partner in doing business? **Surefire CRM** 7.3 7.310 **Total Expert** 8.9 8.9106 Product Direction (% positive) **Surefire CRM** 7.3 7.313 **Total Expert** 9.2 9.2119 **Features** ratings from reviews Mortgage CRM 7.5 13 7.1 79 Marketing Automation Not enough data 7.5 96 Financial Services CRM Not enough data 7.5 32 User Insights **Reviewers' Company Size** Small-Business(50 or fewer emp.) 20.0% Mid-Market(51-1000 emp.) 75.0% Enterprise(\> 1000 emp.) 5.0% Small-Business(50 or fewer emp.) 20.0% Mid-Market(51-1000 emp.) 75.0% Enterprise(\> 1000 emp.) 5.0% Small-Business(50 or fewer emp.) 9.1% Mid-Market(51-1000 emp.) 71.5% Enterprise(\> 1000 emp.) 19.4% Small-Business(50 or fewer emp.) 9.1% Mid-Market(51-1000 emp.) 71.5% Enterprise(\> 1000 emp.) 19.4% **Reviewers' Industry** [![Surefire CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Surefire CRM")](https://www.g2.com/products/surefire-crm/reviews) Surefire CRM Financial Services 50.0% Real Estate 30.0% Insurance 5.0% Information Technology and Services 5.0% Education Management 5.0% Other 5.0% [![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/2a90f29c8ecbf7e7cda09c272032d761/total-expert.svg "Total Expert")](https://www.g2.com/products/total-expert/reviews) Total Expert Financial Services 64.4% Banking 15.6% Real Estate 9.4% Marketing and Advertising 5.0% Wine and Spirits 0.6% Other 5.0% FAQs ## Surefire CRM vs Total Expert FAQs Generated using AI Last updated: August 16, 2026 ### What is the difference between Total Expert vs Surefire CRM? Total Expert stands out for higher reviewer satisfaction, broader adoption, and stronger support compared to Surefire CRM. | [Total Expert](https://www.g2.com/products/total-expert-lead-management/reviews) | [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) | | --- | --- | | 4.5/5 (157 reviews) | 4.0/5 (20 reviews) | | Mid-Market | Mid-Market | | 7.7 | 7.0 | | 8.6 | 7.3 | | Ease of Use (15 all-time mentions) | — | ### How do the pricing models of Total Expert and Surefire CRM compare? Total Expert is rated higher for value by reviewers, indicating greater satisfaction with its pricing compared to Surefire CRM. - **Total Expert:** In recent reviews, several users note that while the cost can feel high, the breadth of features and automation justifies the investment. - **Surefire CRM:** Reviewers express frustration with billing and support, with one citing dissatisfaction after being charged despite cancellation requests. - **Switching reasons:** Recent reviewers mention switching away from Surefire CRM due to support and integration limitations, not primarily price. ### What are the best alternatives to Total Expert and Surefire CRM? The top three alternatives to Total Expert and Surefire CRM are BNTouch Mortgage CRM, Agentforce Financial Services (formerly Salesforce Financial Services Cloud), and HubSpot Marketing Hub. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Total Expert](https://www.g2.com/products/total-expert-lead-management/reviews) | 4.5/5 (157 reviews) | Mid-Market | Cost can feel high but justified by features | Ease of Use (15 all-time mentions) | | [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews) | 4.0/5 (20 reviews) | Mid-Market | Billing frustrations noted in recent reviews | — | | [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews) | 4.5/5 (68 reviews) | Small-Business | — | — | | [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) | 4.3/5 (227 reviews) | Enterprise | — | — | | [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) | 4.4/5 (14,921 reviews) | Small-Business | — | — | ### Which Mortgage CRM features should I prioritize when comparing Total Expert and Surefire CRM? Buyers should prioritize reporting, integrations, automation, ease of use, and customer support when comparing Total Expert and Surefire CRM. - **Reporting:** Total Expert has 3 all-time mentions for reporting limitations; Surefire CRM reviewers cite reporting as confusing and slow. - **Integrations:** Total Expert is cited for integrations in 10 all-time mentions, including BombBomb and Encompass; Surefire CRM reviewers note integration gaps, especially with LOS and BombBomb. - **Automation:** Total Expert has 6 all-time mentions for automation efficiency; Surefire CRM is praised for marketing automation and loan milestone automation in recent reviews. - **Ease of Use:** Total Expert has 15 all-time mentions for ease of use; Surefire CRM is described as user-friendly in recent reviews but with a learning curve. - **Customer Support:** Total Expert has 11 all-time mentions for customer support; Surefire CRM support is described as inconsistent, with both positive and negative recent experiences. ### What are the pros and cons of Total Expert vs Surefire CRM? Total Expert's headline strength is ease of use and automation, while Surefire CRM is noted for marketing content and customization. - **Total Expert strengths:** Ease of Use (15 all-time mentions), Customer Support (11), Integrations (10), Automation Efficiency (6), Easy Setup (6), Marketing Automation (5). - **Total Expert trade-offs:** Learning Curve (5), Not Intuitive (5), Poor Customer Support (4), Limited Customization (3), Missing Features (3), Platform Limitations (3). - **Surefire CRM strengths:** Reviewers highlight robust marketing content, customizable workflows, and automation for client communications in recent reviews. - **Surefire CRM trade-offs:** Reviewers cite inconsistent support, integration gaps with LOS and BombBomb, confusing reporting, and a learning curve for new users. ### Is Total Expert or Surefire CRM better for small businesses? BNTouch Mortgage CRM is the top-rated alternative for small businesses, but between Total Expert and Surefire CRM, both primarily serve the mid-market segment. - **Total Expert:** Largest segment is Mid-Market; reviewers highlight ease of use and automation, but do not cite small-business-specific strengths. - **Surefire CRM:** Largest segment is Mid-Market; reviewers note marketing automation and content, but small-business sentiment is not prominent. ### Which Mortgage CRM platform has better integrations? Total Expert is favored by reviewers for integrations, with more frequent and specific integration mentions than Surefire CRM. - **Total Expert:** Integrations with BombBomb (4 all-time mentions), Encompass (3), and Experience.com are cited in reviews. - **Surefire CRM:** Reviewers mention integration gaps, especially with LOS and BombBomb, and note that API options are available but not always robust. ### How do Total Expert and Surefire CRM compare on customer support? Total Expert outperforms Surefire CRM on Quality of Support by a margin of 1.3 points (8.6 vs 7.3). - **Total Expert:** Reviewers consistently praise customer support, with 11 all-time mentions, citing knowledgeable reps and responsive service, though a few note occasional delays. - **Surefire CRM:** Support experiences are mixed, with some reviewers describing excellent, dedicated support and others reporting slow or unhelpful responses and lack of live support options. ### Which is easier to implement, Total Expert or Surefire CRM? Total Expert leads Surefire CRM on Ease of Setup by 0.7 points (7.7 vs 7.0), indicating a smoother implementation experience. - **Total Expert:** Reviewers frequently describe setup as easy or straightforward, with 6 all-time mentions for easy setup and several citing helpful onboarding teams. - **Surefire CRM:** Reviewers note that setup is generally manageable, but some cite a learning curve and challenges with integrations during implementation. ### Which product has better Reporting? Total Expert is more frequently cited for reporting capabilities, but both products receive reviewer feedback on reporting limitations. - **Total Expert:** Reporting is mentioned as an area for improvement in 3 all-time mentions; reviewers note a desire for more robust and customizable reporting features. - **Surefire CRM:** Reviewers describe reporting as confusing and slow, with exports not always working as intended and a need for easier access to actionable data. Alternatives **Surefire CRM Alternatives** ![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "BNTouch Mortgage CRM") [ BNTouch Mortgage CRM ](/products/bntouch-mortgage-crm/reviews) ![Jungo: The Mortgage App](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png "Jungo: The Mortgage App") [ Jungo: The Mortgage App ](/products/jungo-the-mortgage-app/reviews) ![Shape Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/90ed07575dbde21292ccb0e8cf719fb7/shape-software-shape-mortgage-crm.svg "Shape Mortgage CRM") [ Shape Mortgage CRM ](/products/shape-software-shape-mortgage-crm/reviews) ![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png "nCino's Mortgage Suite") [ nCino's Mortgage Suite ](/products/ncino-s-mortgage-suite/reviews) **Total Expert Alternatives** ![Salesforce Financial Services Cloud](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-financial-services-formerly-salesforce-financial-services-cloud.svg "Salesforce Financial Services Cloud") [ Salesforce Financial Services Cloud ](/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) ![HubSpot Marketing Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-marketing-hub.svg "HubSpot Marketing Hub") [ HubSpot Marketing Hub ](/products/hubspot-marketing-hub/reviews) ![HighLevel](https://images.g2crowd.com/uploads/product/hd_favicon/1b1768590601b2f3e308578289b8c50d/highlevel.svg "HighLevel") [ HighLevel ](/products/highlevel/reviews) ![ActiveCampaign](https://images.g2crowd.com/uploads/product/hd_favicon/be9e1369027bd58113f937595c7fbdf0/activecampaign.svg "ActiveCampaign") [ ActiveCampaign ](/products/activecampaign/reviews)