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Total Expert vs Surefire CRM Comparison (2026)

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Total Expert

Surefire CRM

Overview

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

No pricing info

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.3

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

4.5

Value for money

Ease of use

Features

Customer support

82%

would recommend this app

Pros

“From creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user.”

Jake P.

CRM Marketing Manager

“Support all the way from our CSM to the actual Support team at TE is absolutely incredible and highly responsive!”

Kyle C.

Marketing Operations Manager

“I do trainings on the whole platform when someone new comes on board with our company”

Shelby R.

Brand Specialist

Pros

“I liked how the system was extremely customizable, and came with a preset of campaign templates that were easy to edit.”

Ron G.

Operations Manager

“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.”

Lloyd A.

Owner

“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.”

Lloyd A.

Owner

Cons

“The rate flyers have been really bad due to a lack of integration with our LOS.”

marvin s.

Sr. Graphic Designer

Cons

“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)!”

Lloyd A.

Owner

“We finally demanded a cancelation in January which was ignored until we demanded again after a week of being ignored.”

Lloyd A.

Owner

“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. ”

Jason W.

Owner