App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categories Blog & research About us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.

Our commitment

Independent research methodology

Our 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

Verified user reviews

GetApp maintains a proprietary database of millions of in-depth, verified user reviews across thousands of products in hundreds of software categories. Our data scientists apply advanced modeling techniques to identify key insights about products based on those reviews. We may also share aggregated ratings and select excerpts from those reviews throughout our site.

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

How GetApp ensures transparency

GetApp lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. GetApp 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

Surefire CRM

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

Last updated: March 2026

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

Pros & Cons

Marketing

Integrations

Email Creation

Call Requests

Training and Learning Curve

Pricing

Surefire CRM’s user interface

Ease of use rating:

4.5

(55)

Surefire CRM pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(4)

3-4(11)

5(40)

What do users say about Surefire CRM?

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.

Select to learn more

Who uses Surefire CRM?

Based on 55 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Financial Services

Real Estate

Banking

Construction

Others

Use cases

Mortgage

Financial CRM

All-in-One Marketing Platform

Surefire CRM's key features

Most critical features, based on insights from Surefire CRM users:

Contact management

4.5

(24)

Lead management

4.4

(20)

Pipeline management

2.8

(4)

Document management

2.3

(3)

Task management

1.0

(1)

Amortization schedule

(0)

All Surefire CRM features

Features rating:

4.4

(55)

Activity dashboard

2.3

(4)

Amortization schedule

(0)

API

1.0

(1)

Client database

(0)

Compliance management

(0)

Contact management

4.5

(24)

Content management

(0)

CRM

(0)

Customer database

3.0

(2)

Customizable branding

(0)

Customizable forms

(0)

Document management

2.3

(3)

Electronic Applications

3.0

(2)

Email marketing

4.2

(14)

For financial institutions

(0)

Lead capture

(0)

Lead management

4.4

(20)

Marketing automation

4.5

(19)

Monitoring

(0)

Pipeline management

2.8

(4)

Refinance Management

(0)

Reporting & statistics

(0)

Search/Filter

(0)

SMS marketing

(0)

Task management

1.0

(1)

Third-Party integrations

2.5

(2)

Visual Presentation

(0)

Workflow management

3.0

(3)

Surefire CRM alternatives

Surefire CRM

4.5

(55)

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.2

Features

4.4

Value for Money

4.4

Customer Support

4.4

monday.com

4.6

(5.8K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.5

Value for Money

4.3

Customer Support

4.4

EngageBay CRM

4.7

(907)

learn more

Starting from

14.99

/user

Per month

Free trial

Free version

Ease of Use

4.5

Features

4.6

Value for Money

4.7

Customer Support

4.8

Bitrix24

4.2

(987)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.0

Features

4.3

Value for Money

4.2

Customer Support

4.0

Surefire CRM pricing

Value for money rating:

4.4

(55)

Starting from

No pricing info

Pricing details

Subscription

Free trial

Free plan

Pricing range

User opinions about Surefire CRM price and value

Value for money rating:

4.4

(55)

To see what individual users think of Surefire CRM's price and value, check out the review snippets below.

“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