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Tech riderRev. 8 Oct 2026

SurefireCRM

Ch 186.5of 28 Financial Services CRM Software
  1. 1Runs onAndroid, API, iOS, Web
  2. 2CostsNot stated by the maker
  3. 3Compliance workflowsYes
  4. 4Opportunity managementYes
  5. 5Client portalYes
  6. 6Audit trailYes
  7. 7Deploymentcloud
6 lines stated Written from the maker's own pages: surefirecrm.com, topofmind.com
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Overview

SurefireCRM is ranked #18 of 28 in financial services CRM software on Specifiction. 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
Yessurefirecrm.com
Opportunity management
Yessurefirecrm.com
Client portal
Yessurefirecrm.com
Audit trail
Yessurefirecrm.com
Deployment
cloudsurefirecrm.com

Facts

Purpose
Surefire is a mortgage industry CRM and marketing automation platform for mortgage lenders and loan officers.topofmind.com · 8 Oct 2026
Automated workflows
The platform automates borrower communications from lead nurturing through post-close follow-up, including a Client for Life workflow.topofmind.com · 8 Oct 2026
Marketing content
Surefire provides branded marketing content and campaigns across email, text, video, print, and social channels.topofmind.com · 8 Oct 2026
Power Messaging
Power Messaging supports tailored text messages with links, videos, compliance disclaimers, and automatic opt-in confirmation.topofmind.com · 8 Oct 2026
Power Calls
Power Calls lets users queue borrower calls and leave prerecorded voicemails while dialing the next number.topofmind.com · 8 Oct 2026
Integrations
Surefire offers native connections for mortgage LOS, POS, and pricing engine platforms, as well as open APIs and a Salesforce Lightning connector.topofmind.com · 8 Oct 2026
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.topofmind.com · 8 Oct 2026
Compliance
The maker says Surefire’s Power Messaging supports compliance disclaimers and automatic opt-in confirmation for text messages.topofmind.com · 8 Oct 2026
Mobile access
Surefire's mobile experience is described as accessible from iOS and Android devices through mobile.surefirecrm.com without an app store download.media.trustradius.com · 8 Oct 2026
Support
Surefire enrollment terms describe production support as remote diagnostics and help desk assistance limited to application support.topofmind.com · 8 Oct 2026
Professional services
The maker offers help with marketing administration, marketing strategy, data cleanup, and borrower list consolidation.topofmind.com · 8 Oct 2026
Audience and scale
The maker says customers range from individual brokers to organizations with more than 1,000 users.topofmind.com · 8 Oct 2026
Company
Top of Mind Networks, the maker of Surefire, was founded in 2003 and is described as Atlanta-based.topofmind.com · 8 Oct 2026

Best SurefireCRM alternatives

See all 20
All accessCh 01 Zoho CRM Free planFree trialAndroid from $14/mo7.8 All accessCh 02 Creatio CRM Free trialAndroidAPI 6.9 All accessCh 03 Total Expert Free planAndroidAPI from $100/mo6.9 All accessCh 04 Salesforce Financial Services Cloud Free trialAndroidAPI from $325/mo6.8 All accessCh 05 AdvisorCRM Free planAPIWeb from $59/mo6.7 All accessCh 06 InsuredMine Free trialAndroidiOS 6.7

Where it ranks on Specifiction

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Sources