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Compare Surefire CRM and Total Expert 
At a Glance
Market Segments
Mid-Market (75.0% of reviews)
Mid-Market (71.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Surefire CRM
Star Rating
(20)4.0 out of 5
Market Segments
Mid-Market (75.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Surefire CRMTotal Expert
Star Rating
(150)4.5 out of 5
Market Segments
Mid-Market (71.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSurefire CRM vs Total Expert
When assessing the two solutions, reviewers found Total Expert easier to use, set up, and administer. Reviewers also preferred doing business with Total Expert overall.
- Reviewers felt that Total Expert meets the needs of their business better than Surefire CRM.
- When comparing quality of ongoing product support, reviewers felt that Total Expert is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Total Expert over Surefire CRM.
Pricing
Entry-Level Pricing
Surefire CRM
No pricing availableTotal Expert
No pricing availableFree Trial
Surefire CRM
No trial information availableTotal Expert
No trial information availableRatings
Meets Requirements
7.9
13
8.5
129
Ease of Use
6.7
14
8.3
127
Ease of Setup
7.0
9
7.7
98
Ease of Admin
7.0
10
8.4
100
Quality of Support
7.3
14
8.6
126
Has the product been a good partner in doing business?
7.3
10
8.9
103
Product Direction (% positive)
7.3
13
9.4
109
Features by Category
Email Marketing
Not enough data
7.8
77
|
Verified
Not enough data
8.4
72
|
Verified
Not enough data
8.0
74
|
Verified
Not enough data
8.0
70
|
Verified
Online Marketing
Not enough data
7.2
64
|
Verified
Not enough data
7.7
69
|
Verified
Not enough data
7.0
58
|
Verified
Not enough data
7.2
63
|
Verified
Not enough data
6.8
49
Lead Management
Not enough data
8.3
65
|
Verified
Not enough data
7.5
63
|
Verified
Not enough data
8.2
59
|
Verified
Not enough data
7.3
53
|
Verified
Not enough data
8.5
62
|
Verified
Not enough data
7.3
49
Not enough data
8.6
61
|
Verified
Not enough data
8.4
60
|
Verified
Campaign Management
Not enough data
8.0
59
|
Verified
Not enough data
7.6
55
|
Verified
Not enough data
7.0
47
|
Verified
Not enough data
6.8
45
Social
Not enough data
6.1
46
Not enough data
7.3
62
|
Verified
Not enough data
7.2
51
|
Verified
Not enough data
6.9
52
Not enough data
6.1
45
Reporting & Analytics
Not enough data
7.6
70
|
Verified
Not enough data
6.5
55
|
Verified
Not enough data
6.9
51
|
Verified
Not enough data
6.9
48
|
Verified
Not enough data
6.1
47
Platform
Not enough data
7.6
66
|
Verified
Not enough data
8.3
61
|
Verified
Not enough data
8.3
67
|
Verified
Not enough data
7.2
48
|
Verified
Not enough data
6.8
50
|
Verified
Not enough data
7.9
65
|
Verified
Not enough data
7.5
53
|
Verified
Agentic AI - Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
8.1
66
|
Verified
Not enough data
7.5
65
|
Verified
Not enough data
7.8
57
|
Verified
Loan Services
6.5
12
8.4
62
7.9
12
8.2
58
7.9
11
8.1
58
7.1
11
7.9
56
Client Management
8.1
13
8.4
60
6.9
8
8.2
58
7.8
13
8.6
63
Agentic AI - Mortgage CRM
Not enough data
5.3
10
Not enough data
5.7
10
Not enough data
5.8
10
Not enough data
5.9
9
Not enough data
5.7
10
Not enough data
6.0
10
Content
Not enough data
8.2
29
Platform Additional Functionality
Not enough data
7.1
22
Not enough data
7.6
29
Not enough data
7.9
22
Not enough data
6.7
25
Not enough data
7.7
23
Platform Reporting and Analytics
Not enough data
6.5
28
Not enough data
6.5
20
Customer Support
Not enough data
Feature Not Available
Not enough data
7.6
26
Not enough data
8.1
25
Not enough data
7.3
24
Marketing Automation
Not enough data
8.1
28
Not enough data
7.8
27
Not enough data
7.5
29
Sales Force Automation
Not enough data
7.4
22
Not enough data
8.0
23
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Financial Services CRM
Not enough data
Not enough data
Categories
Categories
Shared Categories
Surefire CRM and Total Expert are categorized as Mortgage CRM
Unique Categories
Surefire CRM has no unique categories
Total Expert is categorized as Financial Services CRM and Marketing Automation
Reviews
Reviewers' Company Size
Surefire CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Total Expert
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
50.0%
Real Estate
30.0%
Insurance
5.0%
Information Technology and Services
5.0%
Education Management
5.0%
Other
5.0%
Financial Services
63.9%
Banking
14.3%
Real Estate
9.5%
Marketing and Advertising
5.4%
Wine and Spirits
0.7%
Other
6.1%
Alternatives
Discussions
Surefire CRM has no discussions with answers
Is total expert free?
1 Comment
ZS
NoRead more
Total Expert has no more discussions with answers
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