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EngageBay CRM vs Surefire CRM Comparison (2026)
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4.5
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Good recommendations?
EngageBay CRM
4.6
(912)5
635
4
247
3
22
2
2
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Surefire CRM
4.5
(55)5
40
4
11
3
0
2
1
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.
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
- 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
Video & Screenshots
Pricing
User reviews
4.6
912
5
4
3
2
1
635
247
22
2
6
- Value for money
- Ease of use
- Features
- Customer support
84%
would recommend this app4.5
55
5
4
3
2
1
40
11
0
1
3
- Value for money
- Ease of use
- Features
- Customer support
82%
would recommend this appPros
“Overall, EngageBay CRM has been a helpful tool for managing contacts, email campaigns, and our sales pipeline, especially with how responsive and supportive the customer support team is.”
Jelyn T.
Marketing Manager
“The interface is intuitive and easy to learn, so onboarding is quick, and features like automation, email campaigns, and pipeline tracking help save time and improve efficiency.”
DM
Desiree M.
Caregiver
“It brings together email marketing, CRM, automation, and customer support into one platform, tired of hopping between different tools.”
HK
Hitesh K.
Administrator
Pros
“I liked how the system was extremely customizable, and came with a preset of campaign templates that were easy to edit.”
RG
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.”
LA
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.”
LA
Lloyd A.
Owner
Cons
“The reporting and analytics aren’t as in-depth, which can be a drawback if you rely heavily on data-driven insights.”
DM
Desiree M.
Caregiver
“The Dishonesty of the company, Free Trial, take your credit card, you cancel and they still charge you.”
MP
Michael P.
Owner
“Restrictions include a brief introduction that appears before the email template, sometimes delayed email broadcasts, and emails that fail to reach corporates despite being guaranteed that they would wind up in the inbox rather than the trash can.”
SK
Sai K.
Account manager
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)!”
LA
Lloyd A.
Owner
“We finally demanded a cancelation in January which was ignored until we demanded again after a week of being ignored.”
LA
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. ”
JW
Jason W.
Owner
- Vendor responds to reviews
- Last reviewa month ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Appointment Scheduling
- Audience Targeting
- Auto Update
- Automated Publishing
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automatic Call Distribution
- Automatic Outbound Dialer
- Autoresponders
- Availability Management
- Batch Processing
- Behavior Tracking
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Canned Responses
- Catalog Management
- Channel Management
- Churn Management
- Click Tracking
- Client Database
- Client Management
- Client Tracking
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Management
- Data Synchronization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Applications
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Insurance Industry
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Gamification
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Group Scheduling
- Help Desk Management
- IT Asset Management
- Image Library
- Inbox Management
- Incident Management
- Interaction Tracking
- Internal Chat Integration
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile Alerts
- Mobile Optimization
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding
- Online Booking
- Online Forms
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Post Scheduling
- Power Dialer
- Predictive Analytics
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real-Time Chat
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Updates
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Recommendations
- Referral Tracking
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Responsive Web Design
- SMS Marketing
- Search/Filter
- Task Management
- Third-Party Integrations
- Visual Presentation
- Workflow Management
- Total features28
- A/B Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Amortization Schedule
- Appointment Management
- Appointment Scheduling
- Audience Targeting
- Auto Update
- Automated Publishing
- Automated Responses
- Automated Routing
- Automated Scheduling
- Automatic Call Distribution
- Automatic Outbound Dialer
- Autoresponders
- Availability Management
- Batch Processing
- Behavior Tracking
- CAN-SPAM Compliance
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Monitoring
- Call Recording
- Call Routing
- Call Scheduling
- Call Scripting
- Call Tracking Metrics
- Caller ID
- Campaign Management
- Campaign Personalization
- Campaign Planning
- Campaign Specific Signature
- Canned Responses
- Catalog Management
- Channel Management
- Churn Management
- Click Tracking
- Client Database
- Client Management
- Client Tracking
- Communication Management
- Compliance Management
- Computer Telephony Integration
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Creation
- Content Delivery
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer Engagement
- Customer History
- Customer Management
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Management
- Data Synchronization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- Electronic Applications
- Email Campaign Management
- Email Management
- Email Marketing
- Email Monitoring
- Email Sequences
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Feedback Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Insurance Industry
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Form Builder
- Gamification
- Geotargeting
- Goal Management
- Goal Setting/Tracking
- Group Scheduling
- Help Desk Management
- IT Asset Management
- Image Library
- Inbox Management
- Incident Management
- Interaction Tracking
- Internal Chat Integration
- Keyword Filtering
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Generation
- Lead Management
- Lead Notifications
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- Leaderboards
- List Management
- Live Chat
- Location Tracking
- Macros/Templated Responses
- Marketing Automation
- Marketing Calendar
- Mass Texting
- Meeting Management
- Mobile Access
- Mobile Alerts
- Mobile Optimization
- Monitoring
- Multi-Account Management
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multiple Site Management
- Multivariate Testing
- Notification Scheduling
- Offline Form
- Onboarding
- Online Booking
- Online Forms
- Performance Management
- Performance Metrics
- Personalization
- Pipeline Management
- Post Scheduling
- Power Dialer
- Predictive Analytics
- Proactive Chat
- Progress Tracking
- Progressive Dialer
- Proposal Generation
- Prospecting Tools
- Queue Management
- Quotes/Estimates
- Real Time Editing
- Real-Time Chat
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Updates
- Real-time Consumer-facing Chat
- Real-time Scheduling
- Recommendations
- Referral Tracking
- Refinance Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Response Management
- Responsive Web Design
- SMS Marketing
- Search/Filter
- Task Management
- Third-Party Integrations
- Visual Presentation
- Workflow Management
Integrations
- Total integrations28
- Blend
- BombBomb
- BulkSMS
- CallHippo
- Calyx Point
- Docusign
- Exotel
- Experience.com
- Floify
- Google Contacts
- Gravity Forms
- Gupshup
- HubSpot CRM
- Jotform
- JustCall
- LendingPad
- LinkedIn for Business
- Mailgun
- Make
- MeridianLink Consumer
- MeridianLink Mortgage
- Meta for Business
- MightyCall
- Pabbly Connect
- Plivo
- RingCX
- Salesforce Platform
- SendGrid
- Shopify
- Stripe Payments
- Teachable
- Twilio
- WordPress
- Xero
- Zapier
- Zendesk Suite
- nCino’s Mortgage Suite
- Total integrations11
- Blend
- BombBomb
- BulkSMS
- CallHippo
- Calyx Point
- Docusign
- Exotel
- Experience.com
- Floify
- Google Contacts
- Gravity Forms
- Gupshup
- HubSpot CRM
- Jotform
- JustCall
- LendingPad
- LinkedIn for Business
- Mailgun
- Make
- MeridianLink Consumer
- MeridianLink Mortgage
- Meta for Business
- MightyCall
- Pabbly Connect
- Plivo
- RingCX
- Salesforce Platform
- SendGrid
- Shopify
- Stripe Payments
- Teachable
- Twilio
- WordPress
- Xero
- Zapier
- Zendesk Suite
- nCino’s Mortgage Suite
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