Compare Surefire CRM and Total Expert 
At a Glance
Market Segments
Mid-Market (75.0% of reviews)
Mid-Market (69.7% 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)
Entry-Level Pricing
No pricing available
Learn more about Surefire CRMTotal Expert
Star Rating
(134)4.5 out of 5
Market Segments
Mid-Market (69.7% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Total ExpertSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Total Expert excels in Email Marketing Automation, with a score of 8.7, while Surefire CRM trails behind at 7.8. Reviewers mention that Total Expert's ability to create personalized email campaigns is a standout feature that enhances user engagement.
- Reviewers say that Total Expert's Lead Management capabilities, particularly in Lead Nurturing (8.5) and Automated Alerts and Tasks (8.5), significantly outperform Surefire CRM, which scores lower in these areas at 8.5 and 7.5 respectively. Users appreciate the seamless integration of lead nurturing workflows in Total Expert.
- G2 users highlight Total Expert's superior Loan Services integration, particularly with LOS Integration (8.6) and Alerts (8.3), compared to Surefire CRM's scores of 6.5 and 7.9. Reviewers mention that this integration is crucial for mortgage professionals looking to streamline their processes.
- Users on G2 report that Total Expert's Ease of Use (8.4) is significantly better than Surefire CRM's (6.7). Reviewers mention that the intuitive interface of Total Expert allows for quicker onboarding and less training time for new users.
- Reviewers mention that Total Expert's Quality of Support (8.5) is a major advantage over Surefire CRM (7.3). Users report that Total Expert provides timely and effective support, which is essential for maintaining productivity.
- Users say that Total Expert's Product Direction score of 9.4 indicates a strong commitment to innovation, while Surefire CRM's score of 7.3 suggests room for improvement. Reviewers appreciate Total Expert's proactive approach to feature updates and enhancements.
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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
8.4
114
Ease of Use
6.7
14
8.4
112
Ease of Setup
7.0
9
7.7
84
Ease of Admin
7.0
10
8.4
90
Quality of Support
7.3
14
8.5
111
Has the product been a good partner in doing business?
7.3
10
8.9
93
Product Direction (% positive)
7.3
13
9.3
96
Features by Category
Email Marketing
Not enough data
7.9
76
|
Verified
Not enough data
8.4
71
|
Verified
Not enough data
7.9
73
|
Verified
Not enough data
8.0
69
|
Verified
Online Marketing
Not enough data
7.4
61
|
Verified
Not enough data
7.7
66
|
Verified
Not enough data
6.9
56
|
Verified
Not enough data
7.2
61
|
Verified
Not enough data
6.8
47
Lead Management
Not enough data
8.4
62
|
Verified
Not enough data
7.5
60
|
Verified
Not enough data
8.1
57
|
Verified
Not enough data
7.4
51
|
Verified
Not enough data
8.4
60
|
Verified
Not enough data
7.4
47
Not enough data
8.6
59
|
Verified
Not enough data
8.4
59
|
Verified
Campaign Management
Not enough data
8.0
57
|
Verified
Not enough data
7.7
53
|
Verified
Not enough data
7.1
45
|
Verified
Not enough data
6.8
43
Social
Not enough data
6.2
44
Not enough data
7.3
60
|
Verified
Not enough data
7.2
49
|
Verified
Not enough data
7.0
50
Not enough data
6.3
43
Reporting & Analytics
Not enough data
7.6
68
|
Verified
Not enough data
6.5
53
|
Verified
Not enough data
6.9
49
|
Verified
Not enough data
6.9
46
|
Verified
Not enough data
6.2
45
Platform
Not enough data
7.7
57
|
Verified
Not enough data
8.3
52
|
Verified
Not enough data
8.3
58
|
Verified
Not enough data
7.3
40
|
Verified
Not enough data
6.8
42
|
Verified
Not enough data
7.9
56
|
Verified
Not enough data
7.7
45
|
Verified
Integration
Not enough data
8.1
58
|
Verified
Not enough data
7.7
57
|
Verified
Not enough data
7.9
49
|
Verified
Loan Services
6.5
12
8.6
49
7.9
12
8.3
45
7.9
11
8.2
45
7.1
11
7.9
43
Client Management
8.1
13
8.5
47
6.9
8
8.3
45
7.8
13
8.7
50
Content
Not enough data
8.2
27
Platform Additional Functionality
Not enough data
7.2
20
Not enough data
7.6
27
Not enough data
7.8
20
Not enough data
6.9
23
Not enough data
7.9
21
Platform Reporting and Analytics
Not enough data
6.5
26
Not enough data
6.6
18
Customer Support
Not enough data
Feature Not Available
Not enough data
7.6
24
Not enough data
8.0
23
Not enough data
7.2
22
Marketing Automation
Not enough data
7.9
26
Not enough data
7.8
25
Not enough data
7.7
27
Sales Force Automation
Not enough data
7.4
21
Not enough data
8.0
22
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
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
65.2%
Banking
14.4%
Real Estate
9.1%
Marketing and Advertising
4.5%
Wine and Spirits
0.8%
Other
6.1%
Most Helpful Reviews
Surefire CRM
Most Helpful Favorable Review
Brad O.
Verified User in Real Estate
The automated messages and videos that are sent to clients.
Most Helpful Critical Review
Verified User in Financial Services
Customer and technical support is very delayed in their responses. We often have implementation issues. Features don't function as expected.
Total Expert
Most Helpful Favorable Review
Jacob P.
Verified User in Marketing and Advertising
The flexibility in the Journey Builder is top-notch. you can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting(yeah, right) a journey very simple.
Most Helpful Critical Review
Verified User in Financial Services
Requests for Total Expert to turn around are very slowly honored if at all.
Brad O.
Verified User in Real Estate
The automated messages and videos that are sent to clients.
Jacob P.
Verified User in Marketing and Advertising
The flexibility in the Journey Builder is top-notch. you can build, rebuild and make changes on the fly without kicking contacts off the journey. This makes testing and perfecting(yeah, right) a journey very simple.
Verified User in Financial Services
Customer and technical support is very delayed in their responses. We often have implementation issues. Features don't function as expected.
Verified User in Financial Services
Requests for Total Expert to turn around are very slowly honored if at all.
Alternatives
Discussions
Surefire CRM has no discussions with answers
Is total expert free?
1 comment
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I'm here to help with translations. If you have a specific text in an unknown language that you need translated into English, please provide it, and I'll do...Read more
Total Expert has no more discussions with answers
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