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> Reviews of Surefire CRM. Learn how real users rate this software's ease-of-use, functionality, overall quality and customer support. Talk to our advisors to see if Surefire CRM is a good fit for you!

Source: https://www.softwareadvice.com/marketing/surefire-crm-profile/reviews

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Surefire CRM Reviews

Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee.

[Overview](https://www.softwareadvice.com/mortgage/surefire-crm-profile/)

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# Surefire CRM Reviews

## Reviews Summary

## Overall Rating

4.5

* * *

## Ratings Breakdown

5

(40)

4

(11)

3

(0)

2

(1)

1

(3)

## Secondary Ratings

Ease-of-use

4.1

Customer Support

4.4

Value for money

4.4

Functionality

4.4

* * *

### Pros

"I like that it is almost ready to use out of the box - easy to drag and drop"

"I like that you can drill down on an exact customer, interest rate, term, age of loan, etc."

"My favorite parts are the Single Property Site function, the ProSeries emails to customers, Markets in a Minute emails to real estate agents and the texting functions. "

### Cons

"I had to upload all the data every day for the whole company, and I had to have a program written for the calyx data to be uploaded in the correct CSV format, and we are still having issues with it."

"The lack of support, lack of value, lack of updates, and poor connectivity to other third party applications that are needed for the mortgage industry, such as an LOS or POS."

"When the customer contact email was broken for weeks our customers were unable to submit an online request and Surefire NEVER responded to this issue so we had to hire an outside agency to repair the most important part of a website."

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Surefire CRM Reviews, Pros and Cons - 2026 Software Advice