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LeadSquared vs Surefire CRM Comparison (2026)
Add to Compare
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4.5
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4.8
Salesforce Sales Cloud
4.4
Good recommendations?
LeadSquared
5
81
4
63
3
15
2
2
1
6
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Surefire CRM
5
40
4
11
3
0
2
1
1
3
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Overview
LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. Currently, LeadSquared is helping 1,600+ enterprises enhance their sales efficiency on a global scale.
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
4.3
167
5
4
3
2
1
81
63
15
2
6
- Value for money
- Ease of use
- Features
- Customer support
4.5
55
5
4
3
2
1
40
11
0
1
3
- Value for money
- Ease of use
- Features
- Customer support
Pros
shikha y.
Business Development Associate
Ramnaresh Y.
Academic Counselor
shikha y.
Business Development Associate
Pros
Ron G.
Operations Manager
Lloyd A.
Owner
Lloyd A.
Owner
Cons
Ramnaresh Y.
Academic Counselor
Rishit U.
Associate Product Manager
Mayank N.
Executive
Cons
Lloyd A.
Owner
Lloyd A.
Owner
Jason W.
Owner
- Vendor responds to reviews
- Last review7 months ago
- Vendor responds to reviews
- Last review3 years ago
Key features
- Total features180
- A/B Testing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Management
- Appointment Scheduling
- Automated Scheduling
- Automatic Call Distribution
- Autoresponders
- CRM
- CRM Integration
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking Metrics
- Call Transcription
- Call Transfer
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Candidate Management
- Channel Management
- Chat/Messaging
- Chatbot
- Claims Management
- Click Tracking
- Client Database
- Client Management
- Client Portal
- Commenting/Notes
- Commission Management
- Communication Management
- Community Management
- Compliance Management
- Computer Telephony Integration
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Security
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- EMR/EHR
- Electronic Applications
- Electronic Payments
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Enrollments/Onboarding
- Event Calendar
- Event Triggered Actions
- Fee Management
- Field Sales Management
- For ABA Industry
- For Financial Institutions
- For Healthcare
- For Higher Education
- For Insurance Industry
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- GPS
- HIPAA Compliant
- Home Health Care Management
- IVR
- Interaction Tracking
- Interactive Learning
- Internal Chat Integration
- Interview Scheduling
- Inventory Management
- K-12
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Learning Management
- List Management
- Live Chat
- Marketing Automation
- Marketing Calendar
- Medical History Records
- Messaging
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Channel Marketing
- Multi-Location
- Multivariate Testing
- Onboarding
- Online Booking
- Online Scheduling
- Online Time Clock
- Opportunity Management
- Orientation Workflow Management
- Patient Communications
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Payment Collection in the Field
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Polls/Voting
- Predictive Dialer
- Prioritization
- Prospecting Tools
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Records Management
- Referral Tracking
- Refinance Management
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Route Optimization
- Routing
- SMS Marketing
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Scoring
- Search Marketing
- Search/Filter
- Segmentation
- Task Management
- Third-Party Integrations
- Visual Presentation
- Workflow Management
- Total features28
- A/B Testing
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Admissions Management
- Alerts/Notifications
- Alumni Management
- Amortization Schedule
- Application Management
- Appointment Management
- Appointment Scheduling
- Automated Scheduling
- Automatic Call Distribution
- Autoresponders
- CRM
- CRM Integration
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Disposition
- Call Monitoring
- Call Recording
- Call Reporting
- Call Routing
- Call Scripting
- Call Tracking Metrics
- Call Transcription
- Call Transfer
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Campaign Segmentation
- Candidate Management
- Channel Management
- Chat/Messaging
- Chatbot
- Claims Management
- Click Tracking
- Client Database
- Client Management
- Client Portal
- Commenting/Notes
- Commission Management
- Communication Management
- Community Management
- Compliance Management
- Computer Telephony Integration
- Confirmations/Reminders
- Contact Database
- Contact Management
- Content Management
- Conversion Rate Optimization
- Conversion Tracking
- Customer Database
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Customization
- Dashboard
- Data Import/Export
- Data Security
- Dispatch Management
- Document Management
- Document Storage
- Drag & Drop
- Drip Campaigns
- Dynamic Content
- EMR/EHR
- Electronic Applications
- Electronic Payments
- Email Campaign Management
- Email Management
- Email Marketing
- Email Templates
- Email Tracking
- Engagement Tracking
- Enrollments/Onboarding
- Event Calendar
- Event Triggered Actions
- Fee Management
- Field Sales Management
- For ABA Industry
- For Financial Institutions
- For Healthcare
- For Higher Education
- For Insurance Industry
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Forms Management
- GPS
- HIPAA Compliant
- Home Health Care Management
- IVR
- Interaction Tracking
- Interactive Learning
- Internal Chat Integration
- Interview Scheduling
- Inventory Management
- K-12
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Engagement
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Learning Management
- List Management
- Live Chat
- Marketing Automation
- Marketing Calendar
- Medical History Records
- Messaging
- Mobile Access
- Mobile App
- Mobile Optimization
- Monitoring
- Multi-Channel Marketing
- Multi-Location
- Multivariate Testing
- Onboarding
- Online Booking
- Online Scheduling
- Online Time Clock
- Opportunity Management
- Orientation Workflow Management
- Patient Communications
- Patient Engagement
- Patient Intake
- Patient Management
- Patient Portal
- Payment Collection in the Field
- Performance Management
- Performance Metrics
- Personalization
- Physician Management
- Pipeline Management
- Pipeline Reports
- Polls/Voting
- Predictive Dialer
- Prioritization
- Prospecting Tools
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Monitoring
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Records Management
- Referral Tracking
- Refinance Management
- Registration Management
- Reminders
- Reporting & Statistics
- Reporting/Analytics
- Role-Based Permissions
- Route Optimization
- Routing
- SMS Marketing
- Sales Activity Management
- Sales Analytics
- Sales Forecasting
- Sales Pipeline Management
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Scoring
- Search Marketing
- Search/Filter
- Segmentation
- Task Management
- Third-Party Integrations
- Visual Presentation
- Workflow Management
Integrations
- Total integrations20
- Acuity Scheduling
- Adobe Commerce
- Ameyo
- BigCommerce
- Blend
- BombBomb
- CallRail
- Calyx Point
- Experience.com
- Floify
- Freshdesk
- GoTo Webinar
- Google Analytics 360
- Instapage
- LendingPad
- LiveChat
- MeridianLink Consumer
- MeridianLink Mortgage
- Meta for Business
- Microsoft Outlook
- Olark
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Twitter/X
- Unbounce
- WordPress
- Zapier
- Zendesk Suite
- nCino’s Mortgage Suite
- Total integrations11
- Acuity Scheduling
- Adobe Commerce
- Ameyo
- BigCommerce
- Blend
- BombBomb
- CallRail
- Calyx Point
- Experience.com
- Floify
- Freshdesk
- GoTo Webinar
- Google Analytics 360
- Instapage
- LendingPad
- LiveChat
- MeridianLink Consumer
- MeridianLink Mortgage
- Meta for Business
- Microsoft Outlook
- Olark
- Salesforce Platform
- Salesforce Sales Cloud
- Shopify
- Twitter/X
- Unbounce
- WordPress
- Zapier
- Zendesk Suite
- nCino’s Mortgage Suite
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