# Surefire CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Surefire CRM Software - reviews, pricing plans, popular comparisons to other Mortgage products and more. Source: https://www.capterra.com/p/202529/Surefire-CRM --- # Surefire CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Surefire CRM ## What is Surefire CRM? Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform. ## What is Surefire CRM used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Financial CRM](https://www.capterra.com/financial-crm-software/)[All-in-One Marketing Platform](https://www.capterra.com/all-in-one-marketing-software/) Overall rating Based on 55 user reviews Reviews sentiment Positive 93% Neutral 0% Negative 7% Contact vendor for pricing Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Surefire CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.topofmind.com&name=Surefire CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Surefire CRM 4.5 (55) VS. [4.6 (5,724)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price Contact vendor Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.1 (55) Ease Of Use 4.5 (5,675) Value For Money 4.4 (47) Value For Money 4.3 (4,314) Customer Service 4.4 (53) Customer Service 4.4 (4,117) ## Surefire CRM alternatives [4.2 (984)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $61.00 Per User, Per Month Highest Rated [4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $25.00 Per User, Per Month [4.3 (167)](https://www.capterra.com/p/130199/LeadSquared/reviews/) Starting price Contact vendor for pricing ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.5 (24) 75.00% of 24 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.4 (20) 70.00% of 20 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Marketing Automation 4.5 (19) 73.68% of 19 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions Email Marketing 4.2 (14) 64.29% of 14 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Activity Dashboard 2.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Dashboard to view the status of ongoing processes, identify current incidents and track past activities Pipeline Management 2.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Surefire CRM 25 features Dashboard to view the status of ongoing processes, identify current incidents and track past activities Create a table of loan payments showing dates, amount of principal, amount of interest, and remaining balance Application programming interface that allows for integration with other systems/databases Electronic storage of stakeholder contact information Track and manage adherence to policies for any service, product, process, or supplier Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Add customized logos and colors to align with company branding Customize contracts and forms to collect specific information Store, manage, and track all electronic documents in a centralized location Create and send email blasts/campaigns Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Automate workflows and trigger campaigns based on customer actions Observe and track the demand, usage, progress or quality of a system, product, or user Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Send promotional campaigns or transactional messages via text messages Create, manage and track all task activities and progression Set up connections to third-party platforms to improve business processes Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.4 (55) 4.4 Based on 55 reviews ## Pricing Value for money 4.4 (47) ### Starting price Contact vendor for pricing Free trial not available Value for money 4.4 (47) 4.4 Based on 47 reviews ## Integrations [ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ LendingPad](https://www.capterra.com/p/171891/LendingPad/)[ BombBomb](https://www.capterra.com/p/117295/BombBomb/)[ nCino’s Mortgage Suite](https://www.capterra.com/p/169464/The-Nexus/)[ Experience.com](https://www.capterra.com/p/178112/SocialSurvey/)[ Floify](https://www.capterra.com/p/138124/Floify/)[ Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.4 (53) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.4 (53) 4.4 Based on 53 reviews ## User reviews Overall rating 4.5 Based on 55 reviews Filter by rating 5(40) 4(11) 3(0) 2(1) 1(3) Mentioned topic Sorted by most recent RG Ron G. Operations Manager Real Estate ### "My Honest Review of Surefire CRM for the Mortgage Industry" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 3/10 March 13, 2024 My overall expiernce with Surefire was horrible. It has a very corporate structure that is more of an assembly line for their sales people, rather than a CRM company designed to help their clients grow and retain clients. Its expensive nature limits user growth, and is not designed for a large scale operation, or medium to small scale operation like ours. Pros I liked how the system was extremely customizable, and came with a preset of campaign templates that were easy to edit. Cons The lack of support, lack of value, lack of updates, and poor connectivity to other third party applications that are needed for the mortgage industry, such as an LOS or POS. Switched from [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Issues pertaining to a consistent lack of support, and high fees. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JC James C. Mortgage Advisor Banking ### "Surefire works great" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 10/10 February 13, 2024 Great- I think it is a wonderful product to stay in front of your borrowers 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AL Adam L. Manager Financial Services ### "Don't waste your time or money " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 July 7, 2023 Horrible experience, most features don't work correctly and unless you want a full-time job I would stay far away from Surefire/Top of mind. Pros The only feature I like about surefire is that the marketing content is updated often. Cons I had to upload all the data every day for the whole company, and I had to have a program written for the calyx data to be uploaded in the correct CSV format, and we are still having issues with it. Support tickets go unresponded for weeks, and lately, I work 20-30 hours a week helping the whole company upload lists, deploy content and answer overall questions on how the CRM works. Switched from [HaloCRM](https://www.capterra.com/p/10003936/HaloCRM/) Reasons for choosing Surefire CRM We were sold that it was very user-friendly, had a lot of marketing content, and that all the features worked, but all were not true. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. LA Lloyd A. Owner Construction ### "Your money is their only consideration! " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 March 20, 2023 Here it is March and after dozens of emails the dishonest sales has called last week to offer a reduction in our paid service to the basic plan for $499 a month for the remaining 3 months of our subscription. He has darted the question of whether or not we would be required to do another 1 year subscription if we agreed. Once again we are also waiting for a response to our last email confirming the offer of $499 a month for the remaining portion of our subscription without a renewal. We also requested a credit for the past months since we requested the cancelation in January. Pros Broken promises, dishonesty, and flat out no customer consideration! This company is impossible to work with. They made a false claim that they would have a website built in a month but it took them nearly 3 months to go live. When you request changes they take weeks to respond if at all. The nifty little review link they set up for us was never even completed so our customers were receiving requests for reviews to a broken link. When this was brought to their attention they said it was our responsibility to program the links for reviews. They are the software company hired to make our job easier and we have to do the programing? No one ever explained this in the onboarding process. Cons When the customer contact email was broken for weeks our customers were unable to submit an online request and Surefire NEVER responded to this issue so we had to hire an outside agency to repair the most important part of a website.We finally demanded a cancelation in January which was ignored until we demanded again after a week of being ignored. The response was they will not be able to cancel, this is a year subscription and they will have to charge the full amount (not a prorated amount or an early termination amount, THE WHOLE AMOUNT)! We responded with proof of their constant ignoring of our ongoing issues and lack of consideration for customer service. Always we are responded with we will have an internal discussion about your situation. Again we are forced to be the once that initiate the follow up after patiently waiting a week for a response. The answer is always "I just got an answer". They said they were discussing it at that very moment in the previous email a week earlier and only when we send the demand for a response do they suddenly "have the answer". Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MW Mark W. Mortgage Broker Financial Services ### "Surefire CRM Review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 March 13, 2023 Pro. Will continue to use for my CRM. Pros It's easy. I like the content sent to my borrowers throughout the loan process. Cons It's a little expensive. There are some limitations with integrations of other web-based products. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CM Cornelio M. President Transportation/Trucking/Railroad ### "Use Yext for $1000 or $500 Same Optimization x Year." 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 February 28, 2023 They Promised Connect, Improve and Implement New Google Adwords Campaigns management but 3 weeks later they didn't anything... I Call them and didn't Receive Answers... Pros Seller when He Calls Promised Work Right away with Google Adwords Campaigns Conect, Optimization and New Implementations but 2 Weeks Later after pay for Service Nobody was Assisting me to Help with My Campaigns... Cons Is Really Confuse not Really good Organized and Optimization is just Average nothing Impressed. For the Price does the Same Like Yext We Still in the Same Rankin Position . Is Really Expensive for the Service They Offer... $700 Monthly When Yext is $500 x Year. For Same Optimization. Switched from [GoSite](https://www.capterra.com/p/206097/GoSite/) [NiceJob](https://www.capterra.com/p/142037/NiceJob/) Trying to find a better service but is the Same but more expensive $700 x month. The Idea is to make this company work for me not Me Working for Them... Alternatives considered [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) Reasons for choosing Surefire CRM Cuz i thought that Have my Google adwords Connected could have a better connection and Optimization.. They Promised Google adwords was Included... Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JW Jason W. Owner Financial Services ### "No Customer Service" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 17, 2022 This company has the worst customer service. My account rep disappeared shortly after bringing me on and I've only been able to reach him a couple of times when I had a question. The help email does not work whatsoever, so if you need a little help with something you're totally screwed. You also cannot speak to anyone at the company if you call. No one answers their phone and you have to get to the executive level to receive a return call. If you don't have an internal team member to manage the crm for you and you're not a tech savvy person or just too busy of a sales person to deal with it you're going to hate this system. The lack of support is honestly unbelievable. I had to email the accounting department for help getting to speak with someone for small things and we're 26 days with still no name, phone, or email address of anyone who will be there when I need them. Pros The software is good. Like any CRM it takes time and in some cases some expertise if tech is not your thing. Cons Reporting is not good or easy to produce. Also the powercalls is a pain to use in all ways. It's supposed to be a dialer system similar to phone burner or mojo, but you have to create essentially a marketing campaign to use it. It would be way better if you could just select a list and dial. Additionally, setting up the pre-recorded voicemail is another time consuming task. While cheaper than its competitors it loses when it comes to ease of use. Switched from [Big Purple Dot](https://www.capterra.com/p/210519/Big-Purple-Dot/) Functionality; BPD is really designed for a realtor and is a little clunky for mortgage needs. Reasons for choosing Surefire CRM Cost. I have been told by many that you need to spend $5-8k after getting Sales Force just to get it all set up. It's very complex and I just didn't want to go that heavy in cost for the crm. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FV Fernando V. Owner Financial Services ### "Great marketing software" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 9/10 April 15, 2022 It has been working so far. I use it mainly for post closing marketing and staying in touch Pros I still use Surefire, their content is amazing and easy to deploy Cons Support is not the best. There is room for reports improvement. Integration with LOS's 7/10 Reasons for choosing Surefire CRM Was looking for a crm with pre-built marketing material that's current and modern Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Jim C. President/Owner Financial Services ### "The easiest way to reach your customers" 5.0 Overall Rating 5.0 5.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 24, 2021 It will make your phone ring. Start now. Put in every customer. Tell them when you close that you will be staying In touch and not to unsubscribe. Set the system up, and in 3 years you will have all the repeat and referral business you can handle. If you think 3 years seem long; if you had done this 3 years ago you would be only working with customers who know you and enjoyed working with you. Pros I like that you can drill down on an exact customer, interest rate, term, age of loan, etc. It makes the customer who responds much more qualified. Cons I do not do it enough to stay proficient. I rely on my inside support person, Wendy to help me. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. YP Yvette P. Loan Officer Financial Services ### "Versatile CRM for Loan Officer's " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 August 9, 2021 My overall experience has been great . 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 . Switched from [LionDesk](https://www.capterra.com/p/151891/LionDesk/) I felt allot of their content was based more on Realtors than LO. Reasons for choosing Surefire CRM Spanish content, is what convinced me to switched over to Surefire . Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/202529/Surefire-CRM/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)