All Surefire CRM Reviews
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Surefire CRM Reviews
Reviews Summary
Overall Rating
4.5Ratings Breakdown
5
4
3
2
1
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"
"The automation and integration capabilities have allowed us to set up complex, multi-step campaigns to keep our contacts informed while also allowing our Loan Officers to do what they do best. Since Surefire is made for the mortgage industry, it comes jam-packed with great materials that are ready to go as-is or can easily be tweaked and modified to make them more customized."
"I like that you can drill down on an exact customer, interest rate, term, age of loan, etc."
Cons
"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."
"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."
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