SurefireCRM

5.6easy start · #25 of 28
in Financial Services CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentednot on record
Runs where you worknot on record

Runs on Android, api, iOS, Web.

SurefireCRM is ranked #25 of 28 in financial services CRM software on The Geeks Club. It runs on Android, API, iOS, Web.

SurefireCRM plans and pricing

All plans

Surefire CRM Not published Pricing depends on several factors, primarily the size of the group using the software; request a demo for pricing. For individual brokers through organizations with over 1,000 users · Optional use-based components may have separate fees topofmind.com · 8 Oct 2026

Compared on financial services CRM software

Compliance workflows: Yes
Opportunity management: Yes
Client portal: Yes
Audit trail: Yes
Deployment: cloud

Best SurefireCRM alternatives

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Zoho CRM 0 of 4 in the starter kit Lesson 17.9 AdvisorCRM 0 of 4 in the starter kit Lesson 26.9 Total Expert 0 of 4 in the starter kit Lesson 36.9 Creatio CRM 0 of 4 in the starter kit Lesson 46.8 Pega CRM 0 of 4 in the starter kit Lesson 56.8 Salesforce Financial Services Cloud 0 of 4 in the starter kit Lesson 66.7

The record

Purpose: Surefire is a mortgage industry CRM and marketing automation platform for mortgage lenders and loan officers.
Automated workflows: The platform automates borrower communications from lead nurturing through post-close follow-up, including a Client for Life workflow.
Marketing content: Surefire provides branded marketing content and campaigns across email, text, video, print, and social channels.
Power Messaging: Power Messaging supports tailored text messages with links, videos, compliance disclaimers, and automatic opt-in confirmation.
Power Calls: Power Calls lets users queue borrower calls and leave prerecorded voicemails while dialing the next number.
Integrations: Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector.
Additional integrations: The maker lists integrations with major LOS, pricing engine, and POS systems, as well as sales accelerators, lead sources, recruiting tools, office tools, and Zapier.
Compliance: The maker says Surefire’s Power Messaging supports compliance disclaimers and automatic opt-in confirmation for text messages.
Mobile access: Surefire's mobile experience is described as accessible from iOS and Android devices through mobile.surefirecrm.com without an app store download.
Support: Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support.
Professional services: The maker offers help with marketing administration, marketing strategy, data cleanup, and borrower list consolidation.
Audience and scale: The maker says customers range from individual brokers to organizations with more than 1,000 users.
Company: Top of Mind Networks, the maker of Surefire, was founded in 2003 and is described as Atlanta-based.

Where it ranks on The Geeks Club

Best Financial Services CRM Software in 2026#25 of 28

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Sources

topofmind.com· checked 8 Oct 2026
topofmind.com/surefire-crm/· checked 8 Oct 2026
topofmind.com/the-trending-mind-connectivity-is-key/· checked 8 Oct 2026
media.trustradius.com/product-downloadables/GG/LN/D0Q3L8VUON4· checked 8 Oct 2026
topofmind.com/terms-of-use/surefire-enrollment/· checked 8 Oct 2026
topofmind.com/top-of-mind-networks-announces-new-clev· checked 8 Oct 2026