G2 Vendor Directory

Surefire CRM vs. Insellerate

A side-by-side comparison based on G2 review data.

MetricSurefire CRM

by Intercontinental Exchange

Insellerate

by Insellerate

Overall rating4.04.7
Review count2026
Ease of use7.19.0
Ease of setup7.58.7
Quality of support7.79.7
Meets requirements8.29.4
NPS3588.461538
Small Business20.0%30.8%
Mid-Market75.0%61.5%
Enterprise5.0%7.7%
Total page views8996
Total LLM citations659157

Surefire CRM

From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.

Pros

    Insellerate

    Insellerate helps lenders close more loans by helping them engage intelligently with their borrowers. Insellerate is a Mortgage CRM that helps manage workflow, contact strategies, lead prioritization, referral partner relationships and reporting. Insellerate is also a standalone Engagement Platform that automates multi-channel marketing through social media, email, direct mail, SMS, Ringless Voicemail and phone calls.

    Pros