Surefire CRM vs. Total Expert
A side-by-side comparison based on G2 review data.
| Metric | Surefire CRM | Total Expert |
|---|---|---|
| Overall rating | 4.0 | 4.5 |
| Review count | 20 | 168 |
| Ease of use | 7.1 | 8.5 |
| Ease of setup | 7.5 | 8.1 |
| Quality of support | 7.7 | 8.8 |
| Meets requirements | 8.2 | 8.6 |
| NPS | 35 | 64.670659 |
| Small Business | 20.0% | 9.6% |
| Mid-Market | 75.0% | 71.1% |
| Enterprise | 5.0% | 19.3% |
| Total page views | 89 | 743 |
| Total LLM citations | 659 | 3,717 |
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.
Total Expert
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.
- Ease of Use
- Integrations
- Customer Support
- Helpful
- Easy Setup
- Seamless Integration