Surefire CRM

Surefire CRM

Top of Mind Networks
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About

DataOceans is a leader in Customer Communications Management (CCM), providing data-driven, omni-channel communication solutions. We empower organizations to generate and deliver personalized letters, notices, and statements more efficiently - simplifying processes and supporting compliance efforts. Additionally, we help businesses better engage with customers through intuitive self-service portals that make billing, payment activities, and other self-service transactions more efficient. Drawing on over 15 years of experience, DataOceans has consistently delivered solutions to a wide array of organizations, spanning Fortune 500 corporations and innovative start-ups across the highly regulated consumer finance, credit union, banking, and healthcare sectors. By closely collaborating with client teams, we ensure the seamless implementation of solutions, fostering enduring partnerships.

About

Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Consumer Finance, Credit Unions, Healthcare Insurance, Utilities, P&C Insurance

Audience

Mortgage lenders and mortgage professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.3 / 5
support 4.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

DataOceans
Founded: 2005
United States
www.dataoceans.com

Company Information

Top of Mind Networks
Founded: 2003
United States
www.topofmind.com

Alternatives

Ecrion

Ecrion

Ecrion Software

Alternatives

Mortgage Quest

Mortgage Quest

Market Focus
OPINATOR

OPINATOR

Innology Ventures
ReFrame Engage

ReFrame Engage

WSD Digital
Unify CRM

Unify CRM

Unify
Local Measure Engage

Local Measure Engage

Local Measure

Categories

Categories

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Customer Service Features

Alerts / Escalation
Appointment Management
Call Center Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Email Marketing Features

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Lead Nurturing Features

A/B Testing
Campaign Management
Drip Campaigns
Lead Capture
Lead Notifications
Lead Scoring
Lead Segmentation
Performance Metrics
Personalization
Pipeline Management

Loan Origination Features

Amortization Schedule
Audit Trail
Closing Documents
Compliance Management
Customer Database
Digital Signature
Document Management
Fee Management
Loan Processing
Online Application

Mortgage and Loans Features

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Social Media Management Features

Automated Publishing
Brand Tracking
Content Management
Customer Engagement
Multi-Account Management
Multi-User Collaboration
Post Scheduling
Reporting/Analytics
Social Media Monitoring

Social Media Marketing Features

Analytics
Automated Publishing
Contact Management
Content Management
Conversion Tracking
Customer Targeting
Keyword Filtering
Multi-Account Management
Post Scheduling

Integrations

BeSmartee
Blend
BombBomb
BytePro
COBIS Everywhere
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
LendingPad
LinkedIn
Microsoft Azure
Microsoft Exchange
OpenClose
Salesforce
SimpleNexus Mortgage Platform
TrustEngine
Zapier

Integrations

BeSmartee
Blend
BombBomb
BytePro
COBIS Everywhere
Chat Agents
Cyclr
Encompass
Facebook
Fiserv Mortgage Director
Floify
LendingPad
LinkedIn
Microsoft Azure
Microsoft Exchange
OpenClose
Salesforce
SimpleNexus Mortgage Platform
TrustEngine
Zapier
Claim DataOceans and update features and information
Claim DataOceans and update features and information
Claim Surefire CRM and update features and information
Claim Surefire CRM and update features and information