Surefire CRM | Workflos AppStore

Surefire CRM

4.5

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Surefire CRM is a SaaS platform that helps mortgage lenders and loan officers attract and retain customers through automated workflows and engaging content. It is used by individuals and large enterprises.

Website

http://www.topofmind.com/

Developer

Top of Mind

HQ Location

Atlanta, GA

Year Founded

2003

Number of Employees

Twitter

@mortgagecrm

Strengths

Customizable

Allows for tailored workflows and fields
Integrations

Seamlessly integrates with other software
Automation

Automates repetitive tasks and workflows

Weaknesses

Pricing

Can be expensive for small businesses
Learning Curve

May take time to learn and fully utilize all features
Limited Mobile App

Mobile app lacks some features compared to desktop version

Opportunities

Potential for adding new features and integrations
Could offer more affordable pricing plans for small businesses
Opportunity to enhance mobile app with more features

Threats

Competitors offering similar features and pricing
Decreased demand due to economic factors
Potential for security breaches and loss of customer data

Ask anything of Surefire CRM with Workflos AI Assistant

http://www.topofmind.com/

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Review Distribution

👍

High - rated users

Customizable rules/workflows, great customer service.Lacks intuitive self-service reporting, limited customization for permissions.
🤔

Average - rated users

Some features are not user-friendly, limited integration options.
👎

Low - rated users

None.Poor customer service, broken promises, lack of consideration for customer needs.