Surefire CRM Reviews & Product Details

The content in the marketing materials section is solid. Maggie is a lady who hosts training sessions via zoom. She is the most knowledgable person I've found at the company. Zach Chasen who was the sales representatitve I delt with was also pleasant and helpful. Review collected by and hosted on G2.com.

Years ago when Surefire/Top of mind was owned by somebody else, support was good. Now it is horrible. There is ZERO phone support. There is zero live chat with a support agent. Email requests for support are often ignored and require multiple follow ups to get a response. Seldom is the response helpful. CRMs are complex products and this one effectively has zero support. I regret paying for a subscriptioin last year. A couple weeks before renewl and informed 3 different people at Top of mind that I did not wish to renew. My request to discontinue service was acknowledged by three separate emails yet they charged me $1944.90 and I'm livid. You would be wise to consider other CRM options. Review collected by and hosted on G2.com.

Surefire has a lot of great content that comes ready to begin marketing in all things purchase related and refinance related. The amount of information it is able to store and take advantage of is great. And the marketing material is great. The Loan Milestones are also well done. It comes pretty ready to go, but is also very customizable. Allowing you to create your own fields, workflows, and marketing material rather quickly. Review collected by and hosted on G2.com.

The only downside (and I know this because I switched from LendingPad to Arive from a brokerage change) is that if your LOS does not integrate well to import/update both loan status data then this CRM is almost useless. Unless you are only using it to market to inbound leads that you want to dump into respective buckets for marketing automatically. But most API options I have seen will not allow for new loans to be created and updated. So the milestones become useless unless you want to manually move loan information over and manually update statuses. Review collected by and hosted on G2.com.

Well laid out tool that houses my contacts and provides an ability to sort them by category. Review collected by and hosted on G2.com.

There seems to be a lack of interface with my loan officer POS origination tool. Review collected by and hosted on G2.com.

Love the marketing tools. Digital deployments, flyers, single property site and landing pages are all fantastic tools to generate relationships and leads. The client and lead tracking tools are great. Review collected by and hosted on G2.com.

The connection to openclose isn't the greatest but this is more of an openclose issue than a surefire one. There is a slight learning curve and some difficult concepts but once you've got it down surefire is incredibly easy and user friendly. Review collected by and hosted on G2.com.

Their customer service is top-notch. The system is customizable to the point where each Loan Officer could have their own rules and workflows if you choose to. The number of rules you can generate for specific needs is endless. They are constantly trying to improve their system and take our feedback to the parts of their team that need to hear it.

We genuinely appreciate that we can take an idea to them, and they will help us create it inside the CRM. If there is a way to get it done, they will do it. The Top of Mind team has perseverance and a real willingness to help. Review collected by and hosted on G2.com.

Our most significant difficulty is explaining to a salesperson where to find specific emails inside rules and if they had been deployed/ opened/ read, etc. It is not easy. We have some of the same issues with their reporting section. It doesn't work as intended, and exports don't always work.

Creating flyers has definitely improved since we started using the system, but the creation area could also be improved even more. Luckily only one or two of us create the flyers; we do not make the sales team create anything. Review collected by and hosted on G2.com.

Ease of global contact management, wholesale/TPO contact management and communication abilities, QR code generator for open houses Review collected by and hosted on G2.com.

Lacks major integrations with other marketing platforms like BombBomb. Not very sophisticated campaign builder, reporting abilities limited. Review collected by and hosted on G2.com.

Surefire CRM makes it easy to stay "Top of Mind" with your clients, prospects, referral partners, and more. It truly builds relationships. They have a built-in library of marketing emails and flyers, which is amazing; you basically don't need to do any work becuase the SureFire CRM does it for you. Review collected by and hosted on G2.com.

There are some features not available that could come in handy. One, for instance, is when sending out an email deployment -- Say you want to target all contacts, but you want to exclude those who tagged with a specific tag. You cannot do it simply from the deployment screen. Instead, you have to create a saved search group. Not a big deal, but it would save time! SureFire does allow you to put feature requests in for future ideas for their team. Review collected by and hosted on G2.com.

Surefire has good help documentation that makes it easy to learn to use their system, at least at a basic level. Our rep has always been willing to help us find the answers that the documentation doesn't provide. Surefire also has a pretty solid API, and we were easily able to build an integration with it. Surefire also has a great content library, and they have dynamic video generation that allows you to send personalized videos out to clients. Review collected by and hosted on G2.com.

There are times when it's clear that Surefire is a work in progress, and I've run into a few bugs or inconveniences surrounding the user experience. Generating reports can be a bit confusing and slow. Review collected by and hosted on G2.com.

Lightweight interface that loads fast. Variety of options for email and text message marketing. Review collected by and hosted on G2.com.

Customer and technical support is very delayed in their responses. We often have implementation issues. Features don't function as expected. Review collected by and hosted on G2.com.

The automated messages and videos that are sent to clients. Review collected by and hosted on G2.com.

Difficult to find all the different tools in the marketing section Review collected by and hosted on G2.com.