Surefire CRM
Reviews
Star rating
Rank in Mortgage CRM
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 20.0% |
| Mid-Market | 75.0% |
| Enterprise | 5.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|
Satisfaction ratings
What reviewers say
Support for this once great CRM is now AWFULLY bad.
“The content in the marketing materials section is solid. Maggie is a lady who hosts training sessions via zoom. She is the most knowledgable person I've found at the company. Zach Chasen who was the sales representatitve I delt with was also pleasant and helpful.”
Great Software IF it integrates with your LOS.
“Surefire has a lot of great content that comes ready to begin marketing in all things purchase related and refinance related. The amount of information it is able to store and take advantage of is great. And the marketing material is great. The Loan Milestones are also well done.”
Robust Program that can deliver, but the user must take the helm and drive the ship.
“Well laid out tool that houses my contacts and provides an ability to sort them by category.”