---
description: Detailed reviews on Surefire CRM based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Surefire CRM with similar products.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Surefire CRM Reviews, Prices & Ratings | GetApp Canada 2026
---

Breadcrumb: [Home](/) > [Mortgage Software](/directory/180/mortgage-loans/software) > [Surefire CRM](/software/2039055/surefire-crm)

# Surefire CRM

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> Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.
> 
> Verdict: Rated **4.5/5** by 55 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.5/5** | 55 Reviews |
| Ease of Use | 4.1/5 | Based on overall reviews |
| Customer Support Software | 4.4/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.4/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Top of Mind
- **Founded**: 2003

## Commercial Context

- **Pricing model**: Flat Rate
- **Pricing Details**: Contact Top of Mind for pricing information
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- Activity Dashboard
- Amortization Schedule
- CRM Software
- Client Database
- Compliance Management
- Contact Management Software
- Content Management System (CMS) Software
- Customer Database
- Customizable Branding
- Customizable Forms
- Document Management Software
- Electronic Applications
- Email Marketing Software
- For Financial Institutions
- Lead Capture Software
- Lead Management Software
- Marketing Automation Software
- Monitoring
- Pipeline Management

## Integrations (19 total)

- Blend
- BombBomb
- BytePro
- Calyx Point
- Constellation Mortgage Solutions
- Encompass
- Experience.com
- Fiserv
- Floify
- LendingPad
- MeridianLink Consumer
- MeridianLink Mortgage
- MonitorBase
- OpenClose Lending Solution
- Originate Mortgagebot

... and 4 more integrations

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- Chat

## Category

- [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software)

## Related Categories

- [Mortgage Software](https://www.getapp.ca/directory/180/mortgage-loans/software)
- [Marketing Automation Software](https://www.getapp.ca/directory/308/marketing-automation/software)
- [All-in-One Marketing Platform Software](https://www.getapp.ca/directory/310/online-marketing/software)
- [Financial CRM Software](https://www.getapp.ca/directory/1265/financial-crm/software)

## Alternatives

1. [monday.com](https://www.getapp.ca/software/91734/monday-com) — 4.6/5 (5726 reviews)
2. [EngageBay CRM](https://www.getapp.ca/software/113999/engagebay-marketing) — 4.7/5 (907 reviews)
3. [Bitrix24](https://www.getapp.ca/software/90602/bitrix24) — 4.2/5 (984 reviews)
4. [Keap](https://www.getapp.ca/software/90372/infusionsoft) — 4.1/5 (1298 reviews)
5. [Creatio CRM](https://www.getapp.ca/software/90504/bpm-online-crm) — 4.7/5 (133 reviews)

## Reviews

### "Surefire works great" — 5.0/5

> **James** | *February 13, 2024* | Banking | Recommendation rating: 10.0/10
> 
> **Pros**: I like that it is almost ready to use out of the box - easy to drag and drop
> 
> **Cons**: I think customer support should be more robust
> 
> Great- I think it is a wonderful product to stay in front of your borrowers

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### "Versatile CRM for Loan Officer's" — 5.0/5

> **Yvette** | *August 9, 2021* | Financial Services Software | Recommendation rating: 9.0/10
> 
> **Pros**: Variable of features are great . The Spanish messages and videos was a big one for me .
> 
> **Cons**: It can be a little complex to use at times .
> 
> My overall experience has been great .

-----

### "Surefire - overall very good" — 4.0/5

> **Scott** | *July 1, 2020* | Financial Services Software | Recommendation rating: 5.0/10
> 
> **Pros**: ease of use and navigation.
marketing content.
fields.
> 
> **Cons**: limited mortgage information captured.
crm was controlled by company.
not allowed to export database.
> 
> Good CRM - but did not have ability to export database when needed.

-----

### "Improvements on Reporting Needed" — 4.0/5

> **Karla** | *March 25, 2021* | Banking | Recommendation rating: 7.0/10
> 
> **Pros**: The flyer portal, single property sites, and deployments features are great. The platform is easy to use.
> 
> **Cons**: Lack of reporting on every feature makes the features almost useless.
> 
> Surefire is great and easy to use. But it's hard to measure how great the platform is when we have limited reporting available.

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### "Great CRM" — 5.0/5

> **Alicia** | *March 10, 2021* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: I really love the ability to set on an automated campaign, but you can also customize anything. Surefire does a great job of creating content that keeps up to date with the market and provides a constant touch to contacts.
> 
> **Cons**: Deduping would be great if we could clear contacts that do not need to be combined. Also if it sent reminders once a month for deduplicating with a breakdown on the number of duplicate contacts.

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## Links

- [View on GetApp](https://www.getapp.ca/software/2039055/surefire-crm)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/surefire-crm/> |
| en-AE | <https://www.getapp.ae/software/2039055/surefire-crm> |
| en-AU | <https://www.getapp.com.au/software/2039055/surefire-crm> |
| en-CA | <https://www.getapp.ca/software/2039055/surefire-crm> |
| en-GB | <https://www.getapp.co.uk/software/2039055/surefire-crm> |
| en-IE | <https://www.getapp.ie/software/2039055/surefire-crm> |
| en-NZ | <https://www.getapp.co.nz/software/2039055/surefire-crm> |
| en-SG | <https://www.getapp.sg/software/2039055/surefire-crm> |
| en-ZA | <https://www.getapp.za.com/software/2039055/surefire-crm> |

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