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Surefire CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM and lead management software for mortgage businesses
Table of Contents
Surefire CRM - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Surefire CRM overview
What is Surefire CRM?
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 the contact details of leads in a centralized database.
Surefire CRM allows organizations to conduct audits and maintain compliance with various regulatory standards, such as the Real Estate Settlement Procedures Act (RESPA), Telephone Consumer Protection Act (TCPA), and more. Sales professionals can pre-record voicemails using customizable scripts, configure access permissions, and send personalized voice messages to specific contacts. It also lets users manage email campaigns and create marketing flyers with built-in content designing tools.
Surefire CRM provides an API, which enables businesses to integrate the platform with various loan operating systems (LOS) such as Encompass, LendingQB, Floify, and more. Other features of the software include database monitoring, customizable branding, and text messaging.
Starting price
Alternatives
with better value for money
Surefire CRM’s user interface
Surefire CRM pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.4
Features
4.4
Ease of use
4.2
Customer support
4.4
Reviews sentiment
What do users say about Surefire CRM?
Users say Surefire CRM offers responsive and knowledgeable customer support, with many finding the team helpful during setup and ongoing use. They appreciate the personal assistance and quick responses, though some report inconsistent experiences and occasional difficulties reaching support or resolving complex issues on their own.
Reviewers indicate the platform is generally easy to use and customizable, allowing flexibility for different business needs. They find setup and navigation straightforward for most tasks, but mention a learning curve for advanced features and note that some functions, like reporting and admin settings, can be confusing or require additional effort.
Select to learn more
Who uses Surefire CRM?
Based on 55 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
Surefire CRM's key features
Most critical features, based on insights from Surefire CRM users:
All Surefire CRM features
Features rating:
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Surefire CRM pricing
Value for money rating:
Starting from
No pricing info
User opinions about Surefire CRM price and value
Value for money rating:
To see what individual users think of Surefire CRM's price and value, check out the review snippets below.
Ashleigh N.
Marketing Specialist
Brian S.
Loan Officer
Surefire CRM integrations (15)
Integrations rated by users
We looked at 55 user reviews to identify which products are mentioned as Surefire CRM integrations and how users feel about them.
Integration rating: 5.0 (2)
“LendingPad is the main system holiding populated data that will transfer into the CRM through a connection like zapier.”
Ron G.
Operations Manager
Surefire CRM customer support
What do users say about Surefire CRM customer support?
Customer support rating:
We analyzed 26 verified user reviews to identify positive and negative aspects of Surefire CRM customer support.
Widespread user sentiment highlights fast, knowledgeable, and genuinely helpful customer support from the Surefire CRM team.
A small group of reviewers report difficulty reaching support by phone and cite unresponsiveness or lack of follow-through.
Support options
Training options
To see what individual users say about Surefire CRM's customer support, check out the review snippets below.
“This CRM is working even when I am not. When I have reached out to customer support, I have found the team to timely, knowledgeable and spot on. ”
Mick K.
Loan Officer
“It looks a bit intimidating at first and there was definitely a learning curve, but the Support team is incredibly helpful, immediately responsive, and will do ANYTHING to help make your life easier.”
Jaelyn K.
Marketing Associate
Surefire CRM FAQs
Surefire CRM has the following pricing plans:
Pricing model: Subscription
These products have better value for money
Q. Who are the typical users of Surefire CRM?
Surefire CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business
Q. What languages does Surefire CRM support?
Surefire CRM supports the following languages:
English
Q. Does Surefire CRM support mobile devices?
Surefire CRM supports the following devices:
Android, iPad, iPhone
Q. Does Surefire CRM offer an API?
Yes, Surefire CRM has an API available for use.
Q. What other apps does Surefire CRM integrate with?
Surefire CRM integrates with the following applications:
BombBomb, MeridianLink Mortgage, Floify, MeridianLink Consumer, Zapier, Calyx Point, LendingPad, Blend, Experience.com, nCino’s Mortgage Suite, Salesforce Platform
Q. What level of support does Surefire CRM offer?
Surefire CRM offers the following support options:
Chat, FAQs/Forum, Phone Support, Knowledge Base, Email/Help Desk
